Sunrise Financial Services

Sunrise Financial Services

Sunrise Financial Services was founded in 2009 and has operated out of one office on SW Ambaum Boulevard in Burien, Washington since inception. The firm emerged as a fee-only registered investment advisor serving individuals and high-net-worth families, concentrating on retirement transitions, tax planning, risk management, and estate design. Its founding principal remains unnamed in all public materials. The firm’s strategy is advice-led rather than product-led. Services span asset management, financial and retirement planning, tax preparation, risk assessment, and estate planning — a mix delivered entirely on a non-commission basis. Sunrise Financial Services has not disclosed specific portfolio holdings, performance benchmarks, or external fund relationships. The firm’s website positions retirement-income construction and behavioral-finance guidance as core to client engagements, but no named investment mandates, direct co-investments, or third-party manager selections are documented. The geographic footprint is limited to the Pacific Northwest, with clients referenced generically as individuals and high-net-worth families. Office operations run Monday through Friday from a single Burien location, with weekend hours available by appointment. The firm discloses no total assets under advisement, deployment totals, or team-headcount figures. No adjacent vehicles — philanthropic foundations, real-asset arms, club memberships, or lending entities — appear in its public footprint. There are no operational events from the last 24 months that the firm has published. Sunrise Financial Services’ structural posture is distinct in its simplicity: a single-location, fee-only RIA built entirely around retirement-plan execution for local families. There is no disclosed succession architecture, no external capital, and no multi-office expansion plan — a deliberately narrow architecture that contrasts with the consolidator roll-ups common among US wealth managers.