Pavilion Financial Planning

Pavilion Financial Planning is a small, state-registered independent advisory firm that serves individual clients with discretionary investment management, comprehensive and project-based financial planning, and standalone tax return preparation for individuals and businesses. The firm provides written financial plans and ongoing account supervision, and it advises on stocks, bonds, mutual funds, ETFs, municipal and government bonds, and cash equivalents.

The firm’s investment work is guided by modern portfolio theory and a primarily passive implementation using diversified funds, with portfolios constructed to match client goals and monitored at least quarterly. Financial planning engagements can be ongoing or limited-scope; Washington residents are served through a tailored ongoing planning program with continuing monitoring and a one-year service calendar, and clients may impose reasonable investment restrictions while the advisor generally executes trades on an individualized (non‑aggregated) basis.

Pavilion is notable for combining financial planning and investment management with in‑house tax return preparation and for having a principal who is both a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent, enabling representation before the IRS and closer coordination between tax work and planning. The firm operates with a small client base and modest assets under management, recently discontinued using third‑party investment managers, does not vote client proxies, and the owner also produces educational content and performs tax contracting outside the advisory practice.