Founded in 1984, Appropriate Balance Financial Services, Inc. (ABFS) is a Securities and Exchange Commission (SEC) Registered Investment Advisor located in Bellevue, Washington. For over 25 years, ABFS has been assisting individuals and companies with their long-range financial goals and objectives. ABFS provides expert investment management and advice. With more than $350 million under management for over 400 clients in 26 states, ABFS is large enough to achieve “institutional” economies of scale, yet small enough to maintain an independent approach to investing. Rather than just “buying the market” or following the herd, ABFS actively manages client accounts to limit risk and take advantage of market trends.  At ABFS, we are guided daily by a series of core values, incorporating honesty, discipline and skill. Our clients view their relationships with ABFS as a partnership with competent, caring, trusted professionals. They have peace of mind regarding their investments, knowing that: We treat them as individuals.   We work for them; we don't act as if we're doing them a favor letting them work with us.   They can relax regarding their investments because we constantly work to be aware of and understand their financial needs and objectives, and manage their funds within their tolerance for investment risk.   We are dedicated to educating our clients about the realities of the markets, and to keeping them informed about what we are doing with their money, and why we are doing it.   If you are not already a client of ABFS, we offer a free introductory discussion of your needs and goals to determine which of our services might be most appropriate for you. Contact us today. Click here for Disclosures