I see myself as your financial partner, advocate, and professional coach. A great coach applies the correct strategies and has access to the right investments to help you achieve more than originally thought possible.
-Phil Bayley, CPA
About Philip N. Bayley, CPA
Personal Mission Statement:
• To see my clients succeed
Why Phil:
• Has a tested game plan to help you grow, protect, and enjoy your wealth
• Believes preserving capital is the foundation to growing wealth
• Knows how to use the tax code to help reduce your taxes
Education:
• Certified Public Accountant (CPA)
• Seattle Pacific University, Accounting
• Tax experience at Moss Adams
• ING Financial Partners and New York Life Training Programs
• Holds Series 6, 63, 65, and 7 securities licenses through LPL Financial
Community Activities:
• Treasurer for Kings High School Booster Club
• Board Member of South Snohomish WSCPA Chapter
• Enjoys Competing in Decathlons, Skiing, Boating, and Coaching
Services:
Individual Wealth Advisory:
• Gain a financial partner, advocate, and professional coach
• Utilize the Bayley Financial tested game plan
• Create a personalized investment program
Business:
• Turnkey 401k Plans
• Non-ERISA Executive Benefits
• Cash and Asset Management
Insurance:
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
Grow, Protect, and Enjoy..."As easy as 1, 2, 3"
Core Values
» Conservative
We seek to consistently generate positive absolute returns over the long-term through our conservative approach to global value investing. We believe that preserving capital is the foundation to growing wealth. We don't need to win everyday; we just seek to win over time.
» Cautious
We construct a well diversified portfolio through cautious money manager selection with an emphasis on risk aversion. Our insistence on diversifying among managers who use different investment and risk aversion strategies seeks to avoid detrimental market bubbles and allows us to pursue positive absolute returns over time.
» Conviction
We believe we create value through following our tested game plan and creating an investment program tailored around our clients' goals, risks, liquidity needs, taxes, and lifestyle. Our allegiance to the fundamentals have helped our clients see their children get a college education, pay less in taxes, and not run out of money in retirement.
Disclaimer: No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.
Meeting Locations
Downtown Seattle
South Lake Union
Downtown Bellevue
How can I help you?
Client Access
About LPL
Philip N. Bayley, CPA
Investment Executive
Phone: (206) 353-5886
Fax: (206) 577-5023
17822 -14th Ave West
Lynnwood | WA | 98037
www.bayleyfinancial.com
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, CA, AZ. Philip N. Bayley, CPA is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC
