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 approximately $200 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
Chief Investment Officer & Portfolio Manager

Market Commentary

Market Review
Talbot Financial
2Q 2018
Read article

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