Bill Stordahl (CFP®)

Bill Stordahl focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Financial Planning
We’ll create a comprehensive, ongoing financial plan to help manage your finances with a focus on making sure you have enough money to last throughout your retirement while maximizing the life you love.

Retirement Planing
We’ll work with you on the concrete details of how you can optimally spend, invest, and preserve your money during your retirement years.

Cash Flow Planning
We will create a plan that optimizes your SS benefits, pension benefits, IRA withdrawals, and other income to help create the amount of money you need each month and throughout the year.

Estate Planning
From establishing an inheritance for your children and grandchildren to creating a donor-advised fund, we help build an estate plan based on your values and wishes, working with specialized attorneys as needed.

Tax Minimization Strategies
To help you meet your goals, we take advantage of planning and investment strategies to minimize taxes now and in the future.

Liability Planning
“Should I pay off my mortgage?” “Should I pay cash for my new car or finance it?” “What about a second home—how do I pay for that?” We will show you how by discussing what we believe to be the very best way to use debt to accomplish your goals.

Investment Management
Our investment approach is centered on a low-cost, evidence-based investment philosophy that is the engine that drives the goals outlined in your financial plan.

Risk Management
As fee-only advisors, we don’t sell insurance; however, we’ll evaluate your insurance coverage to help make sure you are appropriately protected should the unexpected occur. When appropriate, we will refer you to consultants that provide commission-free products.

Additional Information

Bill Stordahl, CFP®, started Stordahl Capital Management because he was on a mission—and still is—to deliver value far beyond what clients expect and what they could ever receive from a bank or wirehouse. Bill knows what the culture is like at those national companies because he worked for one. His frustration with rampant conflicts of interest and the “revenue for revenue’s sake” environment propelled him into launching Stordahl Capital Management with the mission of pairing the smartest, most caring people with the greatest technology to create the best client experiences and outcomes possible. The mission remains the same today.

As Managing Director, Bill is responsible for the management and strategic direction of the firm. He oversees the wealth management experience that clients receive, directs the investment process and outlook, and works with the Chief Compliance Officer to ensure the firm is meeting its compliance obligations. As Senior Advisor, he meets with clients, works with the firm’s associate advisors, and establishes relationships with new clients. No matter what he is doing, his focus is the same: to make a difference in clients’ lives.