About CAP Northwest RIA
The Advisor's Partner
At CAP Northwest, we believe advisors do their best work when they’re backed by the right tools and trusted support—but never micromanaged. We’re building a space for experienced advisors who want to grow a business with purpose, without getting caught up in corporate red tape or chasing trends.
We value honest conversations, smart systems, and meaningful relationships—with clients and with each other. Here, you’ll find a team that respects your independence, shares your values, and helps you focus on what matters: delivering great advice and building a practice you’re proud of.
This isn’t about doing more—it’s about doing what works. If you’re looking for a firm that gets out of your way but always has your back, you’re in the right place.
Advisors thrive when they have the right environment
From growing their practices to deepening client relationships, these stories highlight what’s possible with the right support, systems, and culture.
THe Cap Northwest Story
The CAP Northwest story is one of growth, purpose, and a commitment to clarity and confidence for our clients. Learn more about how our journey began and the vision that continues to guide us:
A Passion for Financial Planning From the Start
At CAP Northwest, we believe the only thing more rewarding than gaining knowledge is sharing it with others—a belief that has shaped who we are today. It’s also what inspired our founder, Steve Larsen, to take a leap of faith in 2001.
After building a successful career in web development, Steve decided to pursue his true passion: helping others navigate the complexities of personal finance. He began his journey at Edward Jones, gaining hands-on experience in financial planning. By 2004, his vision for a more client-focused approach led him to establish CAP Northwest.
From the start, Steve embraced the challenge of growing a business while deepening his knowledge of personal finance. However, he quickly realized clients needed more than investment advice—they needed a financial roadmap, explained in a way they could truly understand.
Our Vision for the Future of CAP Northwest
We’ve seen too many friends, family members, and clients struggle to navigate industry jargon and confusing processes. That’s why we’re committed to doing things differently.
Over the years, we’ve expanded beyond investment management to offer a full suite of comprehensive financial services, including retirement planning, estate planning, education savings, tax strategies, and more. Our mission is to create a clear, straightforward environment where you can ask questions and get actionable answers for all aspects of your financial life.
Through a culture of growth, collaboration, and professional autonomy, we’ve built a model that supports advisors in delivering exceptional service without the red tape. By combining modern technology with a strong support system and values-driven leadership, we give you the freedom to focus on what matters most—serving your clients with clarity and confidence.
Career Moves Should Be Made with Clarity
Changing firms isn’t just a professional decision—it’s personal. Our “Explore a Career with CAP Northwest” PDF gives you and your support system a clear view of what it means to join our team. Inside, you’ll find details on our approach, advisor experience, and how we help you grow with purpose.
