Lewis & Bluhm Financial Group
Holistic financial advice, built around your goals
Not sure where you’re going? Or do you have a good handle on things and want to make them better? We help with both.
*Lewis & Bluhm Financial Group offers holistic Financial Advisory Services through Eagle Strategies LLC.
109 6th Street · Lynden, WA
A financial planning process that begins, rather than ends, with the delivery of a financial plan.
How working with us unfolds
It starts with a conversation
- Start here
Introductory Meeting
15-30 minutes
- Step 2
Discovery Meeting
90-120 minutes
- Step 3
Strategy Session
90 minutes
- Step 4
Plan Presentation
90-120 minutes
- Step 5
Plan Implementation
- Step 6
Review Meeting
“We tailor our approach to suit your individual needs, availability, and timeframe.”
Take the first step
Find the right advisor to talk to
In their words
What clients say
“They took the time to understand what we actually wanted our retirement to look like before talking about products.”
Sample Client APlaceholder “Our questions were answered in plain language, and nobody made us feel rushed.”
Sample Client CPlaceholder “The plan was only the beginning. They kept checking in as our life changed.”
Sample Client EPlaceholder “I came in nervous about asking basic questions. Nobody ever made me feel foolish, and I left every meeting understanding more than when I arrived.”
Sample Client GPlaceholder “They listen first. By the end of our first meeting, they could describe what mattered to us better than we could.”
Sample Client IPlaceholder “Calls get returned, emails get answered, and they remember the names of our kids. That kind of care is rare.”
Sample Client KPlaceholder
“Every meeting felt like a conversation, never a sales pitch. We always knew what the next step was.”
Sample Client BPlaceholder “It was a relief to have one team looking at the whole picture instead of a handful of separate accounts.”
Sample Client DPlaceholder “Friendly, local, and genuinely interested in our family. We would recommend a first conversation to anyone.”
Sample Client FPlaceholder “When my husband passed, they were patient and kind, and they helped me sort things out one decision at a time.”
Sample Client HPlaceholder “Our business and our family finances were tangled together. They helped us separate the two without losing sight of either.”
Sample Client JPlaceholder “We were not sure we were ready to talk to an advisor. The first conversation was easy, and there was no pressure to commit.”
Sample Client LPlaceholder
Our purpose
Our goal is to help you lead a richer, more rewarding, intentional, and purpose-driven life.
No rush
Take your time with the rest of the site. When you’re ready, call David at 360-933-1067 or Jay at 763-233-2222, send a note, or stop by 109 6th Street in Lynden.