Planner's Edge

Planner's Edge

Planner's Edge was founded in 1981 as a Washington-based registered investment advisor and has maintained a single-location presence on Mercer Island for over four decades. The firm advises individuals, high-net-worth clients, and trusts, positioning itself within the Pacific Northwest's private wealth ecosystem. Its longevity suggests a client base built through professional referrals and multi-generational relationships rather than a broad retail footprint. The firm's investment approach centers on discretionary portfolio management paired with comprehensive financial planning. Asset-class coverage likely spans public equities, fixed income, and allocation strategies common to private-client RIAs of its vintage, though specific strategies are not publicly detailed. The lack of published fund vehicles or named co-investors points toward a service model built around customized separately managed accounts rather than pooled institutional products. Geographic focus is concentrated in the Greater Seattle area, consistent with the firm's single-office structure and the deep technology and industrial wealth generated in the region. Operational scale remains opaque: the firm does not publicly disclose assets under advisement, professional headcount, or formal growth targets. This low-profile posture is common among smaller advisory practices that prioritize client continuity over institutional brand-building. No adjacent philanthropic foundations, club memberships, or real-asset arms have been publicly linked to the entity. Structurally, Planner's Edge represents the classic durable RIA — a fiduciary model unburdened by proprietary product distribution, balance-sheet risk, or holding-company consolidation pressure. This independence distinguishes it from wirehouse-affiliated wealth practices and gives it flexibility in manager selection and client service cadence.