How Can We Help You?

We'd like to know more about Vestory.

Let us show you how a fee-only, fiduciary advisor like Vestory can help you meet your future goals.

Show me how real investing works.

Explore Vestory's many educational resources and upcoming classes.

I need to talk about my investments.

Drop us a quick note or give us a call and we'll get right back to you.

What's Your Risk Profile?

Discover your investment risk tolerance using the same risk questionnaire we use with our clients. 


Vestory Educational Resources

Vestory was created to educate first and manage wealth second. Nothing is more important to us than our educational efforts. That is why we devote a great deal of time and resources to providing a variety of instructional opportunities:

Talking Real Money

Our weekly radio show and podcast

Money Thirty

Short podcasts by Don McDonald on managing money and real investing

Real Investing Journal

A quarterly magazine and monthly online newsletter on nothing but real investing

Free portfolio allocation suggestions for a variety of company retirement plans

Investing and Retirement Classes

Upcoming classes are listed in left column.

Retirement Income Calculator

How much income might your investments generate in retirement?


Additional Planning Services

Not ready to sign on with an advisor but looking for some financial information that is specific to your own personal situation? We are now offering additional services to help you get started and get the support you need.

Bellevue Office
2821 Northup Way, Suite 150, Bellevue, WA 98004