• The right help builds wealth.

    Don't overcomplicate it. Creating wealth is simpler than you think.

  • Dynamic and Risk-Managed Portfolios

    In-house portfolio management with proven track record.

    Schedule a meeting for details.

Tri-Cities Financial Advisor and Investment Management

We serve clients throughout Washington including the Kennewick, Richland, Pasco and Mid-Columbia region.

What We Do

Portfolio Management

We manage your portfolio directly. You get access to a diversified portfolio of stocks, bonds, ETFs and mutual funds all inside one account.

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Retirement Planning

How much money will you need to retire comfortably? Do you have a plan? We can help you project the amount you may need to save towards your goal. 

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Fiduciary Duty

As a “Fee-Only” financial advisor we have a fiduciary duty to put you first. We are up front about fees and client’s best interest must come first 

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Who We Serve

Families & Individuals

Who says you have to be rich to work with a financial advisor? We advise clients of all sizes managing the complexities that accompany building wealth.

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Small Business

We help small business owners understand their retirement savings options. Options such as SIMPLE and SEP IRA plans are easy and cost effective ways for owners and employees to save for retirement.  

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Trusts & Charitable Organizations

From simple living trusts or special needs trusts and everything in-between we can help trustees fulfill the fiduciary responsibility to the trust beneficiaries.

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Investing that Matches your Financial Goals

Sophisticated-to-traditional, we manage your accounts in-house providing value, risk management and growth potential necessary for financial success.

Three-Dimensional Investment Approach

Era constructs clients investment accounts using a model-based portfolio management process.  All models are designed and managed in-house directly by the investment advisor.  We take diversification and risk management to the next level using a three-dimensional investment approach adding length and depth to your portfolio.  This investment process is active rather than passive.

Investment Management

ESG/SRI is actually unsustainable 

Environmental, social, and corporate governance or socially responsible investing in our view present more risk to our client. This idea is full of major flaws and contradicting metrics that can't stand the test of time. 

Ask us why...

High Standards

Fiduciary Duty

Clients deserve good advice and financial advisors need to be held to a higher standard. Era Capital Management believes in the fiduciary standard, client’s best interest must come first and the fee-only advisory relationship provides this.

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Era Capital Management LLC is a Registered Investment Adviser (RIA), Firm #168089, with the State of Washington. Visit Investment Adviser Public Disclosure

Trusted Custodian

All client accounts are opened at a our preferred custodian Goldman Sachs Custody Solutions, a third-party institutional custodian. All accounts are opened in the client’s name, and Era Capital Management acts as the discretionary investment manager.


We hold client’s information in complete confidence. We maintain safeguards and procedures to ensure your information is kept safe and private.

Schedule Your Consultation Today!