Personalized planning for your financial goals

At Goodrich & Associates, we’re more than an investment practice we’re a family guiding other families through every stage of life. As a family-operated business with a long-standing track record of helping clients weather market shifts and major life changes, we offer more than financial services we offer a relationship built on trust, continuity and care.

Our mission is to help you build the future you envision with a personalized financial strategy tailored to your unique circumstances, values and goals. We don’t believe in one-size-fits-all investment programs. Your portfolio will be thoughtfully crafted to evolve with you, adapting to changes in your life, your needs and the market itself.

We take the time to ensure you fully understand each recommendation we make. Because when you’re confident in your plan, you can move forward with purpose. Every decision we make together is centered on what matters most to you: long-term stability, risk management and financial independence.

Located on the shores of Bellingham Bay, our office overlooks the marina and the San Juan Islands beyond. On clear days, the view inspires clarity and possibility. On foggy ones, it reminds us why having a plan matters. While we can’t control the weather or the markets we can help you navigate both with confidence.

At Goodrich & Associates, we're here to be your lifelong financial partner steadfast, transparent and always working in your best interest.

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.


The four most dangerous words in investing are ‘This time it's different.’
John Templeton