Personalized planning for your needs

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Strategies to help you build, manage and transfer wealth

The reason you like banking with BECU is the same reason you’ll like investing with BECU Investment Services. It starts with the credit union philosophy of always doing what’s best for our members. Our goal is to create a complete financial framework for your life, reflecting your priorities and changing life circumstances. 

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Full-service investment management

We offer full-service investment strategies and retirement advice and a spectrum of financial services combined with access to financial planning resources through our relationship with LPL Financial. We manage over 1 billion in advisory and brokerage assets held with LPL Financial. 

Investment Management

The Financial Advisors* from BECU Investment Services can help you create your personal roadmap towards financial independence.

Retirement Services

Whether you’ve just started your first job or you’re just around the corner from retiring, we can help you create a personal retirement plan portfolio.

Life & Estate Planning

We provide guidance and strategies to work towards minimizing your estate tax liabilities and protecting your legacy that you can leave to loved ones.


We can show you a range of strategies aimed to protect you and the people you care about from the consequences of accidents, illnesses, disability and death.

Business Solutions

We offer simple-to-manage retirement plans, strategies to minimize your tax risk and diversify your portfolio—plus guidance for an exit plan if and when you’re ready.

Investment Tools and Calculators

You'll find smart tools and information you can actually understand - and starting using today.

Direct access to  local professionals

Questions? Financial advisors** are all right here, ready to talk in person or over the phone. Whatever works best for you. And unlike some financial institutions, Financial Advisors at BECU Investment services are BECU employees registered with LPL Financial and are not paid solely on commission*. Instead, they work to understand where you are in life and create objective plans that match your financial goals now and in the future.

Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.

Meet the Team

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Or call us at 800-233-2328 ext. 5720

*Investing in securities may involve fees or commissions.

**Financial Advisors are registered with, and Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not a registered broker / dealer and has a brokerage affiliate arrangement with LPL Financial. Investments are:

Not NCUA/NCUSIF Insured Not Credit Union Guaranteed Not Obligations of BECU May Lose Value