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Here's to Smooth Sailing

Welcome to Weatherly

About Our Firm
As an independent, fee-only registered investment advisory firm, Weatherly’s team of experts offer a range of solutions through a spectrum of financial services unique to our clients and their personal financial goals.
About Our Firm
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Brent Armstrong

Wealth Management Advisor, Partner

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Erik Nelson

Wealth Management Associate Advisor

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Cole Hansen

Wealth Management Associate Advisor

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Ashley Copp

Wealth Management Advisor, Partner

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Ryan Richardson

Wealth Management Associate Advisor

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Carolyn P. Taylor

President, Founding Partner

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Yoshi Brownlee

Administrative Assistant

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Lindsey Fiske Thompson

Director of Strategy & Resources

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Brooke Boone

Wealth Management Associate Advisor

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Kelli Ruby

Wealth Management Advisor

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Our Services

Critical to the success of an investment strategy are the original framework and ongoing design provided by your investment manager for your individual investment needs.

SEE OUR SERVICES

Creating an oasis of calm through education and understanding

What to Expect as a Client

Our dedication to our clients is what sets us apart. Here’s what to expect when you partner with us:

  • Open Dialogue
  • A Personalized Approach
  • A Dedicated Team
  • Education
  • Efficiency
  • Security
Our Approach

We leverage The Ripple Effect

Who We Work With

We’re proud to work with a diverse group of successful business owners and professionals

Entrepreneurs and Small Business Owners

Get the financial guidance you need while working hard to build your business from the ground up.

For business owners we often provide:

  • Corporate structure review
  • 401(k)s establishment
  • Retirement planning to maximize income and returns
  • Advice for transitioning or selling a business


Working Wealthy

Focus on your profession and business while having confidence in their financial matters by delegating wealth management to our team of experts.

For working wealthy clients we often provide:

  • Asset protection
  • Estate planning
  • Family dynamics surrounding wealth transfer to the next generation


Women

As a firm majority-owned by women, we work with a number of female business owners and professionals as well as those in transition (death or divorce)

We provide comprehensive advice to women across a number of areas whether they are creating their wealth or taking over a portfolio previously managed by their partner.

Giving back is important to us, and our clients

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Ready to work together?

Schedule a Consultation