Wealth management
The Financial Research Experience
With over 30 years of experience, Jay Cowles brings a lifetime of knowledge to carefully overseeing your portfolio.
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Retirement planning
How do you see your future?
Get creative. Think big.
What would you be doing?
Where would you be living?
What would your life feel like?
Financial Research is here to make your life easier and more fulfilling.
Learn more about our services.
With Your best interests in mind
The Fee-Only & Fiduciary Difference
Wouldn’t you think all financial advisors would be required to act solely in the best interest of their clients? But, amazing as it may seem, that’s not the case.
We work with clients on a “fee-only” basis. We get paid only by our clients, not by investment firms or insurance companies. This minimizes the potential for conflicts of interest and helps ensure that our clients receive objective advice.
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“I became a NAPFA-Registered Financial Advisor in 2002. Being a fee-only advisor, with a fiduciary duty to my clients, is the only way I could work in this business. Any other way wouldn’t feel right.”
over 30 years of experience
About Financial Research
Financial Research is an independent advisory firm located in Bellevue, WA and works with clients on a fee-only basis. This allows the ability to act as a fiduciary, with clients’ interests always coming first. Jay Cowles is a NAPFA-Registered Advisor and works with clients primarily through the Wealth Management Service program, which is a combination of financial planning and investment management services provided on an ongoing basis.
