144 Railroad Ave Suite 204, Edmonds, WA 98020
(425) 771-7100
david@vanhollebekefinancial.com
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It’s your future: Bring your financial picture into focus.

I want to understand what is important to you and help make that financially possible. What is your lifestyle, family priorities, interests, and future goals? Let’s tailor a plan that is uniquely yours, and develop a financial future that is easy to visualize.
Develop My Financial Picture

Fiduciary

I have an ethical duty to act in your best interest. My role as fiduciary is to always give prudent and careful advice in regard to your assets and investments.

Personal Touch

Relationships are the key to our success. I go out of my way to understand your ideal lifestyle to tailor your financial plan. We personalize your financial plan based on what's meaningful to you.

Experience Matters

I have nearly three decades in finance. I’ve experienced many market cycles. I help my clients, from the one’s just starting out up to those starting retirement, to navigate choppy waters and continue to make sound decisions.

Case Studies

Personal Testimonials:

I started with Van Hollebeke Financial in 2008, working with both Dick and David. They helped me, as the personal representative, for a complex estate transfer when my dad passed away. Then 10 years later, David, once again helped me navigate my mom’s estate. I can’t say enough about his professional guidance and the peace of mind I received with his help.

Michael Smith

Switching to a New Career
Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a see why

Michael Smith

Switching to a New Career
Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a see why

Sarah Albert

Unexpected Job Loss
Why Choose Us

Experienced advisor, providing Independent Advice, with your Trust at the center of what we do.

We have no commitments to “in-house” products, only a commitment to you and your best interest. This allows us to uniquely meet your needs. We strive to understand both the “qualitative” and the “quantitative” objectives in your financial plan. Then, assist you to effectively utilize your resources to make those objectives a reality.
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Our Services

What We Do

Financial Planning

See the “big picture” of your financial plan, and let us help you put all the pieces together that bring it into focus.

Retirement

We’ll design a financial target for asset growth and income planning, and then take you step by step to hit your retirement goals

Lifestyle

Go beyond just meeting your financial needs. Whether it’s travel, outdoor adventure, time with family, or personal development, let us help you visualize the ways that you can experience your desired life.

Investing

We customize your investment to you. That means we get to know your comfort level, your time horizon, and your overall objectives. As an independent advisory, we can choose from a myriad of investment products and strategies that will best meet these objectives.

College Funding

We have access to every 529 plan available to the Washington GET, to every other state sponsored plan. Let us help you create a focused plan for your child’s education.

Estate Planning

This subject often gets placed on the ‘back burner’ of a financial plan. We can help you prioritize this planning by providing solutions for asset protection, reviewing beneficiary designations, and collaborating with an attorney regarding the creation of a will or trust for addressing issues of probate.

Insurance

Not only do we help build your assets, but we also focus on the ways you should protect those assets. We’ll educate you on life insurance, long-term care, and other tools that can help protect you and your family.

Tax efficient management

We pride ourselves on helping you invest with tax efficiency in mind. We will collaborate with your CPA to best utilize qualified retirement accounts, discover tax deductions, and minimize potential capital gains taxes.

Our Experts

Meet the Team

Sarah Musk

Sarah Musk

Vice President
Laura Harris

Laura Harris

Senior Advisor
Tesa Banks

Tesa Banks

ASSOCIATE ADVISOR
Emma Watts

Emma Watts

Associate Advisor
Securities & Advisory Services Offered through: American Independent Securities Group, LLC Member FINRA/SIPC an SEC Registered Investment Advisor. PO Box 579 Eagle, Idaho 83616 Van Hollebeke Financial is not affiliated with American Independent Securities Group, LLC. Van Hollebeke Financial is currently registered to conduct securities business with residents of the following states: AK, AZ, CA, CO, FL, ID, MI, MN, MS, NT, NV, ND, OR, TX, UT, WA, WY.
Please note that not all the services and products mentioned in this site are available in every state. The information within this website has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular investment or trading strategy. The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
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