What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Redmond, WA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Redmond, WA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
David R. Uhlmann
MSF, CFP® , AAMS™®, APMA™®
Synergos Advisory LLC
Redmond, WA
Specialties: Advice-Only Financial Planning, Self-Directed Investment Guidance, Equity Compensation: RSUs, ISOs, NSOs & ESPPs, Rule of 55 Planning for Near Retirees, Concentrated Stock Diversification, Portfolio Construction and Tax-Efficient Asset Location, Retirement & Financial Independence Planning, Career Transitions & Major Financial Decisions, Estate, Insurance and Risk Planning, Employee Benefits Review
You've worked hard to build your career and portfolio. Synergos helps self-directed tech professionals navigate company stock, taxes and important financial decisions without giving up control of their investments. Flat-fee planning based in Seattle.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
