A boutique financial planning firm committed to supporting our client’s goals through all seasons of life.

We love what we do. And we want to help you live life splendidly.

Since 2004

Long-standing relationships with our clients.

Local & International

Based in Mercer Island, Washington.

Know the Team

A small team of familiar faces.

What we do best

Our firm was founded on one principle: always do what is in the best interest of the client. 

Here at The Fauser Group, we’re interested in your life the way you live it, not as it appears on paper. As a 100% referral-based firm, we focus on building long-term relationships with our clients. Our tailored investment strategies focus on low-cost, tax-efficient solutions that align with your goals. Whether it's retirement planning, tax strategies, or investment management, we offer personalized advice that helps you live the life you envision.  

We believe in combining top-notch financial expertise with great client service. We provide advice that’s individual, collaborative, and transparent—no selling of proprietary products, just objective advice. Our mission is to give you a much better financial experience than you’ve had before, with consistent value and a client-focused approach. 

  • Our most in-depth service combines asset management and financial planning. We ensure your investments align with your financial life—reviewing assets, liabilities, and estate planning. From managing your 401k to advising on big purchases, we guide you through every decision to improve your financial well-being. 

  • Our Asset Management service is ideal if you only need help managing your investments. We primarily use individual stocks and ETFs to create tax-efficient, low-cost portfolios. Your portfolio is built to match your goals, and we continually monitor and adjust it to keep you on track. We use long-term investment strategies paired with some short-term trades to leverage market opportunities, ensuring your investments are diversified and globally balanced. 

    • Investment Planning and Management

    • Retirement and Independence Planning

    • Tax Minimization Strategies 

    • Education Planning

    • Estate Planning

    • Risk Management (Insurance) 

    • Stock Option & Employee Benefit Planning 

Mike Fauser
Owner & Principal Advisor

We’re interested in your life the way you live it, not as it appears on paper. We craft a truly personalized investment plan that’s defined by what you want, and adapts when what you want inevitably changes. We want to know you and grow with you. We’re committed to supporting your financial goals for a lifetime, not just the meantime.