About Us

Our Story

  • Talbot Financial, LLC is an investment advisor specializing in individual equities, fixed income and income producing real estate projects.
  • As the former CEO of both insurance and brokerage companies, Randy Talbot founded Talbot Financial in 2010 to serve the wealth management needs of his and other families.
  • The firm manages over $900 million in equity investments and is located in Bellevue, Washington.
  • Talbot Properties, LLC, a separate entity, provides services for income producing real estate projects.

Team

Randy Talbot
Founder & Managing Partner
Jim Pirak
Partner, Chief Operating Officer & Chief Compliance Officer
Tom Swoffer, CFA
Partner, Chief Investment Officer & Portfolio Manager

Why Us?

  • INDEPENDENT

    We are independent and have no proprietary products which means we are not compelled to recommend investments for which we have an economic benefit. Our recommendations are based solely on what is most appropriate and suitable for our Clients’ specific financial situation.

  • FIDUCIARY

    A fiduciary has an obligation to act in the best interest of his/her clients in managing the clients’ assets, rendering investment advice, and trading in clients’ accounts. This obligation comes with an extremely high level of trust, and fiduciaries must not engage in any activity that would be considered a violation of this trust.

  • FEE-ONLY

    Fee-only investment advisors are not compensated by commissions from selling investment products. Instead, they are compensated by fees. The fees can be hourly, a flat fee, or a fee based on the amount of assets under management (AUM).

  • LOW MINIMUMS

    The account minimum is $500,000.

  • OUR FEES

    We charge a percentage of total assets under management. These fees are explained in detail in our Form ADV Part 2A Firm Brochure available on this web site.

  • CHARLES SCHWAB

    Charles Schwab & Co., Inc. serves as the custodian for all client accounts.

Strategic Alliances

Custodian
In our advisory role, we never take custody of client assets. We utilize Schwab Institutional, a division of Charles Schwab & Co., Inc., as the custodian of client accounts and as our primary broker. Our relationship with Schwab is an arm’s length transaction with no exchange of funds between Schwab and Talbot Financial, LLC. When your account is established with Schwab, you provide Talbot Financial, LLC with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.
 Account Access

To Check Firm or Individual Backgrounds please go to IAPD.
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Talbot Financial, LLC may not transact business in states where it is not appropriately registered, or excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Information on this site is limited to the dissemination of general information on products and services and is not investment advice or the solicitation for the purchase or sale of any product or service.