Exodus Wealth, LLC
SEC RegisteredEmpowering Financial Success: Your Partner in Port Orchard
About the firm
Flores Financial is a Port Orchard-based financial advisory practice led by Matt Flores, CRPC®, committed to serving the unique financial needs of individuals and business owners in the Port Orchard area and throughout Kitsap County. Matt Flores is a Certified Retirement Planning Counselor and a veteran of the United States Air Force who completed three tours in Iraq and Afghanistan.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment advice, retirement planning, small business financial planning, tax strategies for small business owners, asset protection, and personalized financial roadmaps.
Who they serve
Individuals and business owners in Port Orchard and Kitsap County, including women facing life transitions such as divorce, widowhood, or career changes, as well as small business owners and entrepreneurs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,162 | $368M |
| High Net Worth Individuals | 57 | $106M |
| Charitable Organizations | 20 | $6.8M |
| State/Municipal Entities | 10 | — |
23 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
54 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 2.00% |
| $500,001 to $750,000 | 1.50% |
| $750,001 to $1,000,000 | 1.35% |
| $1,000,000+ | 1.20% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Exodus Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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