With more than 20 years of experience in financial planning and investment management, John MacRae has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. John understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. John will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
John endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, John designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, John puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
John began his career in financial services in 1998 and previously spent 20 years with Edward Jones. Today, John provides retirement strategies, financial, and estate planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.
A long time resident of Kittitas Valley, John resides in Ellensburg. He has been associated with numerous community groups over the years and feels community involvement is key to making Kittitas County a great place to live. Away from the office, John also enjoys traveling, working in his woodshop and being a grandfather to five great kids, ages 2-6.