Founded in 2005, Trellis Advisors, LLC serves to strengthen and support our clients’ life goals by partnering with them to design, build, and execute an integrated financial plan and sound investment strategy for managing their assets. Utilizing a holistic approach to wealth management, we provide clients with objective guidance and expertise in both the personal and financial aspects of wealth. We strive to create balance and peace of mind for each of our clients so that they may grow and thrive throughout their lifetime.

We want our clients to feel cared for; as such, we work hard to deliver outstanding service to every client at every opportunity. We extend this approach to our fellow team members by actively cultivating a collaborative “learn and grow” environment where we continue to build our expertise and expand our knowledge, elevating each other and the firm.

With offices in Seattle and Ellensburg, Washington, Trellis serves clients throughout the Northwest.