Mainsail Financial Group

Mainsail Financial Group, LLC, operating as Mainsail Financial Group, is an SEC-registered investment adviser based in Bellevue, WA. Established in 2019 and registered in 2022, the firm is owned by Adam Laibson and Brandon Steele. They offer financial planning and asset management services to various clients, including individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides a suite of investment advisory services tailored to clients' needs and investment objectives, including portfolio management services and individual financial planning services. Clients have access to a range of securities products and services, such as stocks, bonds, mutual funds, and alternative investments. Mainsail Financial Group operates on a discretionary basis, managing client accounts with written authorization. The firm does not charge performance-based fees and does not have any disciplinary items. Clients' accounts are reviewed quarterly, and custody of funds and securities is held with qualified custodians. The firm's fee structure is based on a percentage of assets under management, with fees payable monthly in advance. Mainsail Financial Group has a Code of Ethics in place to ensure compliance and transparency in its operations.