We feel like we really matter. You take the time to explain things in a way we understand, and we enjoy the events and education you share. We truly appreciate the personal touch.
— Gisela & Wayne L.
Matthew Ross has been named Forbes Best-in-State Wealth Advisors for 2024-2026 and the AdvisorHub Advisors to Watch for 2024 & 2023.
CLIENT NOTES
Real words from the people we serve, one voice at a time.
We feel like we really matter. You take the time to explain things in a way we understand, and we enjoy the events and education you share. We truly appreciate the personal touch.
— Gisela & Wayne L.
We have been able to create more wealth with your help than we ever would have by ourselves. The financial guidance and support you've provided have been incredibly valuable, especially since we understand our own knowledge has limits. It means a great deal to have someone we trust, and the fact that we share the same faith makes it even more meaningful.
— Chuck and Doreen L.
Matt has helped in all stages of life, when I lost my husband, he helped me every step of the way. Whether it was real estate, health insurance, financial guidance. He went to bat for me every step of the way. When there was no one in the world for me it felt like he was there for me, and I can't thank him enough.
— Jeannine J.
Matt (and Hayley), thank you so much for so many years of support and for your management of our financial future. You never think that you will be “old” one day, but when it inevitably happens, it's so comforting to know that we have someone like you two helping us make good decisions so that we can enjoy the ride for as long as possible.
— Rose Anne C.
The client appreciation dinner was exceptional! The venue and ambiance were perfect, and the golf course staff went above and beyond with their service, making the evening a true success.
— Sandra & Les K.
Rose and I always learn so much when we talk to you. We have so much respect for everyone in your organization and the care that they give us.
— Kelli A.
We appreciate all the team has done for our family for decades and are grateful to be able to continue our relationship.
— Pete B. & Shelley W.
We appreciate everything Ross Financial has done for our family. We have not had an advisor take the time to drive across the state and take us all to dinner before, it was a special experience. We are in really good hands with them.
— Ali B.
From the very first meeting, I had a secure feeling… and I was right I know my investments are in the right hands, and I'm grateful for the continued support and guidance.
— John C.
We've worked with Matt and the team at Ross Financial for nearly 20 years. From the moment we trusted you, we knew we were in safe hands. With your guidance on both my husband's accounts and my own, I knew without a doubt that we had made the right decision. Thank you for helping us achieve our retirement goals. Your follow-up means everything to me. You have taken the time to get to know our family, and our family trusts you as well. I cannot imagine where we would be at this time in our lives without making that decision nearly 20 years ago. My husband has been retired for 20 years, and I have been retired for 15. I appreciate everything Ross Financial has done for us. God Bless you AND your amazing team!!
— Beth B.
You have taken the time to get to know us, our risk tolerance, and our goals. You have given us guidance on many areas, not just the markets and retirement. We wouldn't feel comfortable taking control of our investments and doing what you do for us. Hayley always answers our questions in a way that brings us peace of mind. We feel like you get us and working with you allows us the ability to breathe a sigh of relief when it comes to our future.
— Judi & Jack C.
It is the most satisfying feeling to have trust in those who handle your money. The people at Ross Financial in Silverdale are financial professionals, no doubt, but they're also confidants…a person you trust who can help in areas where your skills may be lacking.
— Deanna D.
We appreciate the guidance we have received on a multitude of topics from social security, stocks options, and disability accounts for our son. We value the trust we have in Matt and Hayley to help guide us down the right path or find the answers we need when it comes up.
— Peter & Julie M.
Even though we've only been with Ross Financial for a short time, we already feel extremely comfortable working with them. We've grown to depend on their guidance, and that takes a huge weight off our shoulders. They take such good care of everything, and it gives us real peace of mind knowing we could never manage all of this on our own.
— Gary and Dawn F.
Apart from both the high degree of professionalism and financial expertise displayed by your entire team, I find the “can do” attitude displayed towards me and my concerns no matter the issue, a welcome change in this automated electronic world. Thanks to you, the team at Ross Financial, and the dedicated support I received from my previous financial advisor and his team, I'm able to absolutely enjoy my retirement without worry. Thank you for all that you do!
— Doug G.
I really appreciate all the work that Hayley & the team have put into my accounts. I love working with Hayley, she is fantastic and I feel she really understands my needs and communicates them well.
— Lynn D.
We truly appreciate the peace of mind we get from working with Matt and his team. Their guidance gives us complete confidence that our finances are being carefully managed. The educational aspect of their process has been invaluable, helping us make well informed and thoughtful financial decisions at every step.
— Daniel & Julie O.
I recently attended the firm's probate webinar, as well as the cybersecurity and estate planning presentations and found it incredibly helpful. The visual explanations made a complicated topic easy to understand, and I walked away feeling much more confident about the process. I really appreciate the clarity and care the team puts into their educational events.
— Laurie A.
There is good customer service and then there is RAVING FANS customer service. Hannah in your office hit it out of the park the other day. My birthday was on Tuesday. I called into your office and Hannah answered the phone two days after my birthday. After I introduced myself she said “oh. How was your birthday the other day?” SO impressive. Your team is giving Nordstrom a run for their money. Proud Customer.
— Jeff J.
Matt, I wanted to take a moment to thank you and your team for the professionalism and dedication Lisa and I experience with EVERY interaction from Ross Financial. As you know, Lisa and I had a meager investment portfolio when we began working with you. Through your expertise Lisa and I are confident that our retirement years will be substantially more comfortable.
— Blake and Lisa S.
We've been clients for many years, and the honesty and genuine care we receive continue to stand out. The team has been with us through many transitions—from the early planning years, through retirement, and as we continue meeting today to stay on track. They're incredibly personable and easy to talk to, which gives us real peace of mind. Through thoughtful annual reviews and retirement scenarios, they help us feel confident in our decisions. Their educational guidance has been truly valuable over the years, and they're simply nice people who have always been good to us.
— Ralph and Kate D.
When our previous advisor retired, we weren’t sure what to expect—but the transition to Ross Financial has been smooth and stress-free. We’ve been very happy with everything they’ve done and haven’t lost any sleep over the change. They make it easy to stay connected and always communicate clearly, even though we’re not nearby. We trust them, which is why we’ve chosen to stick with them despite having other options. Plus, we really enjoy the weekly videos—they help us stay informed and engaged.
— Lee & Diane K.
We really value that Matt and the team step out of the technical details and truly listen to what we need. We appreciate the education—they focus on what matters most and tell us what we need to know in a way that makes sense.Throughout the years, we’ve always felt heard and supported. It took time, but through ongoing meetings, discussions, and annual reviews, we’ve built real confidence that our future is on track. Along the way, we’ve also learned the do’s and don’ts, which has made a big difference for us.You can tell Matt genuinely enjoys this work, and ultimately, it comes down to the strong trust we have in him as our advisor and in the team as a whole.
— Brenda and Mike C
We truly value the peace of mind Matt, and his team provide through their thorough annual reviews and weekly “Matt’s Minutes” videos. Knowing we have someone in our corner—actively watching over our finances and available whenever we need guidance—means a great deal to us. On top of that, we genuinely enjoy the client events they host, which give us the opportunity to connect and have fun with friends.
— Gary & Nancy A.
I am a new client to Ross Financial. My first meeting with Jon was supposed to be brief, but it turned into an hour-long conversation that felt natural, genuine, and unexpectedly meaningful. I’d never had a business relationship begin with someone so sincerely interested in who I am. His questions, his listening, and the ease of our conversation built immediate trust. When I talked to Matt, the owner of the company, he asked me to rate my meeting from 0 to 10, I didn’t hesitate—Jon earned a 10. It was a memorable and truly impactful first experience and I am looking forward to working with Ross Financial.
— Peter M.
One of the things we've appreciated most about working with Matt Ross and the team at Ross Financial is the peace of mind they've given us over last couple decades. We don't worry about whether we're making the right financial decisions because we know we have a team looking out for us. They've helped us through retirement, real estate decisions, and plenty of market swings along the way. Everyone on the team is friendly, responsive, and genuinely cares about helping us. That's why we've never hesitated to recommend them to friends and family.
— Erik and Jane W.
Every relationship starts with a conversation. Let’s talk about your goals and how we can help you feel confident about what’s ahead.
As a focused and experienced group, we provide the resources and expertise of a large team, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and helping to enhance long-term success, fortified by thorough, objective investment research and selection.
We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.
A quick 15-minute call to get acquainted and see if we’re the right fit. If so, we’ll move to Step 2, Just pick a time from the calendar to the right.
Just complete the confidential questionnaire beforehand, then join us for a complimentary 60-minute meeting focused on your goals. Afterward, we’ll offer to build your personalized Roadmap to Financial Clarity, with no pressure to decide.
Take all the time you need, a day, a week, or longer. Working together should feel right for everyone, and we’re always here to answer any questions along the way.
Once you decide to move forward, we build your customized Roadmap to Financial Clarity. It’s a set of strategies tailored to your goals, priorities, and comfort with risk. So you’re never navigating alone.
Now we put the plan into action. This includes handling accounts, assets, insurance, taxes, cash flow, estate considerations, and more. We guide you through each step, in person or electronically, so you always know what’s happening and why.
A quick 15-minute call to get acquainted and see if we’re the right fit. If so, we’ll move to Step 2, Just pick a time from the calendar to the right.
Just complete the confidential questionnaire beforehand, then join us for a complimentary 60-minute meeting focused on your goals. Afterward, we’ll offer to build your personalized Roadmap to Financial Clarity, with no pressure to decide.
Take all the time you need, a day, a week, or longer. Working together should feel right for everyone, and we’re always here to answer any questions along the way.
Once you decide to move forward, we build your customized Roadmap to Financial Clarity. It’s a set of strategies tailored to your goals, priorities, and comfort with risk. So you’re never navigating alone.
Now we put the plan into action. This includes handling accounts, assets, insurance, taxes, cash flow, estate considerations, and more. We guide you through each step, in person or electronically, so you always know what’s happening and why.
My goals are simple. Figure out where you are at, what you would like to accomplish, put together a plan to help get you get there, and then monitor our progress.
It is said that people fear what they don’t understand. I strive to explain our plan and the investments we own in such a way that brings you confidence during periods of economic highs and also when the “seas get choppy”. Our clients have the information to stay at ease through all seasons of life.