Cascadia Wealth Management (CWM) was established originally as FBR in 1999 by Vic Seeber and Kip Mechals. Not long after, Greg Bowen joined the firm as a partner. With a core value of independence to meet client needs, FBR grew through the years while Vic and Kip focused more and more on their individual practices and the firm added Doug Perry and Robert Biancardi to its management ranks. In 2011 FBR became Cascadia Wealth Management with Greg, Doug, and Robert as Managing Principals. In 2017 the firm principals created a Registered Investment Advisor (RIA), named Cascadia Advisory Services, LLC (CAS), which was registered with the SEC in 2018. As Principals of CWM and CAS, Greg, Doug, and Robert focus on making it easy for our advisors to meet the financial planning and wealth management needs of their clients. Cascadia advisors help over 1,000 families work toward their personal and financial goals.
Greg, Doug, and Robert offer investment advisory services through Cascadia Advisory Services, LLC, an SEC registered Investment advisor. They offer brokerage services through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.