General Info

Founded in 1984, Appropriate Balance Financial Services, Inc. ( ABFS ) is a Securities and Exchange Commission ( SEC ) Registered Investment Advisor located in Bellevue, Washington. For over 25 years, ABFS has been assisting individuals and companies with their long-range financial goals and objectives. ABFS provides expert investment management and advice. With more than $350 million under management for over 400 clients in 26 states, ABFS is large enough to achieve institutional economies of scale, yet small enough to maintain an independent approach to investing. Rather than just buying the market or following the herd, ABFS actively manages client accounts to limit risk and take advantage of market trends.