Our Approach
Our Investment Approach
Our evidence-based investment strategy focuses on minimizing cost and making sure that your personalized Investment Policy Statement (IPS) is based on your goals and risk tolerance.
Our Story
The issue with a well ran business
Much of our time is focused on helping Dentist's and Doctor's run their business. A natural consequence of a well run business is the creation of after-tax wealth. We created Pacific Wealth Advisory to help our clients integrate simplify and integrate their investments with their tax and business strategies. By integrating we make sure nothing falls through the cracks so you can focus on the what matters most to you.
Benjamin R Green, CPA, CMA
Owner
Benjamin is a second generation dental CPA. In addition to his work as a wealth advisor, he is the managing partner of Thrive CPA, PLLC. He studied and received his masters degree in accounting at Brigham Young University with an emphasis in tax. Benjamin is a Certified Public Accountant and a Certified Managerial Accountant. Before Benjamin opened founded Pacific Wealth Advisory, LLC, he worked at his father's CPA firm as well as Deloitte & Touche in their Private Wealth Division. In both positions he worked with high net worth individuals and privately held businesses. "I will always treasure the time I had to work with my father before he passed away. He was a great mentor, honest, and highly skilled in his profession. His integrity did not have a price. He valued his clients and treated them right." Benjamin and Chantelle have three boys who love to play outside and a two little girls who keeps their older brothers in line!
Robby Astin, CPA
Investment Advisor
Robby was born and raised in Coeur d'Alene, Idaho. He attended Dixie State University on an athletic scholarship before transferring to Brigham Young University to finish his studies, where he received his Master of Accountancy with an emphasis in tax. Robby previously worked for Ernst & Young, the world’s third largest accounting firm, in their Dallas Texas office. When not working Robby can be found spending time with his wife and two kids enjoying the great activities our area has to offer. Robby enjoys playing and watching sports. If there is a Gonzaga Men’s Basketball or BYU Football game on, you are sure to find him glued to the game!
Ryan W. Robinson, CPA
Investment Advisor
Ryan was raised in the outskirts of Spokane Valley, WA. He studied and received his master’s degree in accounting at Brigham Young University with an emphasis in tax. Ryan previously worked with EY’s tax team in San Antonio, TX and later with his father at Butler, Robinson & Associates CPAs in the Spokane Valley, serving various industries, until his father’s retirement in 2022. Ryan and his wife, Jessica, have a daughter and three sons and love spending time in the outdoors.
Pacific Wealth Advisory, LLC is a registered investment adviser in the State of Washington . The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Form ADV Part 2B Benjamin Green
Form ADV Part 2B Ryan Robinson