Aidan Beaton

Aidan brings thoughtful guidance and a client first mindset to her work, helping individuals and families build clarity and confidence around their financial futures. A CERTIFIED FINANCIAL PLANNER™ professional, Aidan specializes in partnering closely with clients to understand their goals, organize their financial lives, and create plans that support long term success.

Aidan began her career in the financial planning industry at a Registered Investment Advisory firm, gaining experience in both administrative and planning support roles. As she grew into more client facing responsibilities, she earned her Series 65 securities license and discovered how much she enjoyed helping clients achieve meaningful financial outcomes. Motivated by that passion, she pursued and obtained her CFP® certification in 2021.

Her approach emphasizes clear communication, thoughtful planning, and a genuine interest in helping clients feel empowered in their financial decisions. She enjoys collaborating with clients at every stage of life, ensuring their planning and investment strategies reflect both their goals and their values.
Originally from the Greater Seattle area, Aidan loves spending time outdoors and is an avid hiker, especially on trails and beaches throughout Washington’s Olympic Peninsula with her dog, Dolly. She also loves to bake and is well known among friends and family for her chocolate chip cookies and her enthusiasm for experimenting with new recipes.