Paysse Jennison Financial Advisors, Paysse Jennison

Paysse Jennison Financial Advisors is a registered investment advisor located on Mercer Island, Washington, providing investment management and project-based consulting services. The firm primarily serves individuals, small businesses, and small business retirement plans. Founded in 1996 and led by principals Brian E. Jennison and Rachel W. Jennison, the firm builds customized core portfolios focusing on diversification, low turnover, and low-cost investments like no-load mutual funds, individual stocks, bonds, and exchange-traded funds. Paysse Jennison does not sell financial products or earn commissions, operating strictly on a fee-only basis to avoid conflicts of interest. Client accounts are held at Charles Schwab & Co., Inc. The firm tailors its services directly to each client's specific financial situation, risk tolerance, and long-term goals without relying on preset models.