Badgley Phelps Announces Acquisition of Marshall & Sullivan, Inc.

We are excited to share that Badgley Phelps has entered into an agreement to acquire Marshall & Sullivan, Inc., a respected Seattle-based investment advisory firm with a history of serving families for more than 40 years. 

This acquisition represents the next step in our strategic growth journey. By joining forces with Marshall & Sullivan, we expand our expertise, strengthen our resources, and enhance the depth of service we provide to our clients—while continuing to uphold the values and client-centered approach that have guided Badgley Phelps since our founding in 1966.

“This acquisition marks an important milestone in our company’s history and opens the door to an exciting new chapter. Expanding our footprint in the Seattle market is a natural step in our strategic growth journey, and we are excited to build on Marshall & Sullivan’s strong foundation to create more opportunities for our clients.” - Julie Parisio Roy, CEO of Badgley Phelps

For both firms, this is about more than growth. It is about ensuring continuity for clients, preserving trusted relationships, and providing thoughtful wealth management for future generations.

As always, our focus remains the same: delivering personalized advice, grounded in research and experience, to help clients achieve their long-term goals with clarity and confidence.

Read the full press release here.