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Educational Series
For Younger Generations

Timely Topics
Fundamentals of Finance
Market Related
Financial Wellness
Financial Psychology
Newsletter
Economic Outlook
Retirement
Educational Series
For Younger Generations

What Would Your Future Self Say?

WATCH VIDEO »

10/30/2024

This picture speaks volumes

WATCH VIDEO »

05/20/2024

The Rule of 72 Part 1 of a 3-part series with Dylan

WATCH VIDEO »

08/12/2022

Inflation Part 2 of a 3-part series with Dylan

WATCH VIDEO »

08/12/2022

The Power of Compound Interest Part 3 of a 3-part series with Dylan

WATCH VIDEO »

08/12/2022

Bothell Location:

17921 Bothell Everett Hwy., Suite 106
Bothell, WA 98012
(425) 357-0400
Help@rossfinancialinc.com

Silverdale Location:

10049 Kitsap Mall Blvd NW, Suite 309
Silverdale, WA 98383
(360) 692-1777
Silverdale@rossfinancialinc.com

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Matthew Ross, 2025 Forbes Best-in-State Wealth Advisors
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

Matthew Ross, 2024 AdvisorHub 250 Advisors to Watch under $1 Billion
The 2024 AdvisorHub 250 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 250 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

Matthew Ross, Raymond James Financial Services Chairman’s Council
Council membership for Raymond James Financial Services advisors is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Ross Financial Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Ross Financial Inc is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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What Would Your Future Self Say?

This picture speaks volumes

The Rule of 72 Part 1 of a 3-part series with Dylan

Inflation Part 2 of a 3-part series with Dylan

The Power of Compound Interest Part 3 of a 3-part series with Dylan

Bothell Location:

17921 Bothell Everett Hwy., Suite 106
Bothell, WA 98012
(425) 357-0400
Help@rossfinancialinc.com

Silverdale Location:

10049 Kitsap Mall Blvd NW, Suite 309
Silverdale, WA 98383
(360) 692-1777
Silverdale@rossfinancialinc.com

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