Crosswind Advisors

Our Mission: Templar Financial Services was started because we believe that all who work hard deserve to benefit from comprehensive financial planning that teaches, informs, and fosters the ability for individuals and business owners to manage and grow their assets and pursue their goals.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Kirkland is here for you, serving Seattle and the Greater Eastside, including Bellevue, Kirkland, Redmond, Sammamish, Maple Valley and Mercer Island. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.