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 Washington 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".
Select a city to refine your search:
- Aberdeen, WA
- Anacortes, WA
- Bainbridge Island, WA
- Battle Ground, WA
- Bellevue, WA
- Bellingham, WA
- Centralia, WA
- Chehalis, WA
- East Wenatchee, WA
- Everett, WA
- Friday Harbor, WA
- Gig Harbor, WA
- Issaquah, WA
- Kennewick, WA
- Kirkland, WA
- Lacey, WA
- Mercer Island, WA
- Mount Vernon, WA
Every Washington Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Chad Burton
CFP®
EP Wealth Advisors
Vancouver, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Amy Barnes
CFP®, CIMA®
Firebrand Wealth Management
Seattle, WA
Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Tax Planning, Divorce Support, Stock Options and Awards, Education Planning
We provide women, their families and allies with the insight and guidance needed to take control of their money, build wealth, and pursue financial independence.
Scott Johnson
CFP®, CPFA, AIF®
DecisionPoint Financial, LLC
Gig Harbor, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k), 457(b), 403(b) & Cash Balance Plans
From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Port Orchard, Tacoma, Puyallup, Graham, and Olympia.
Bill Holliday
CFP®, AIF®, CSRIC®™
AIO Financial
Issaquah, WA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning
Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing (ESG Investing).
Troy Sapp
CPA, CFP®
Commencement Financial Planning, LLC
Lakewood, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Comprehensive financial planning and wealth management. Serving individuals and their families in and around Tacoma, Washington.
Jason Tafoya
CFP®, AIF®
The H Group, Inc.
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
National Reach, Local Experience - The H Group Inc., is your trusted partner in wealth and investment management. Serving clients locally in WA, OR, NM, and ID and across the country.
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Seattle, WA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.
Randall Wall
CFP® MBA
Penn Cove Financial, LLC
Oak Harbor, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Oak Harbor, WA, serving clients locally and across the country
Katy Cook
Ph.D., CFP®
Abacus Financial Planning, LLC
Kirkland, WA
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Equity compensation, Investment Management
We help women across the lifespan, especially around points of transition.
Jordan Curnutt
CFP®
Quantum Financial Planning
Spokane, WA
Specialties: Comprehensive Financial Planning, Rental Real Estate Modeling, Cash Flow Planning, Tax Planning, Investment Management
Fee-Only financial planner located in Spokane, WA, serving clients locally and across the country
Ben Lies
MBA, RSSA®
Delphi Advisers, LLC.
Vancouver, WA
Specialties: Investment Management, Comprehensive Financial Planning, Social Security Planning, Retirement Income Planning, Tax Planning, Portfolio Engineering, Global Market Forecasting, Creating Efficiencies in Complex Estates
Fee-Only retirement planner and wealth manager located in Vancouver, WA, serving clients locally and across the country.
Amy Goan
CFP®, MBA
Prism Financial Planning, LLC
Issaquah, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, "A La Carte" Financial Consulting, Tax Planning
Hourly, Fee-Only Financial Planner who works in Issaquah, WA but meets with clients remotely.
Matthew Ebeling
CFP®
Fort Vancouver Investment Management
Vancouver, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country
Noah Schwab
CFP®
Stewardship Concepts Financial Services
Spokane, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning, Business Planning
Christian, fee-only financial advisor located in Spokane, WA, serving clients locally and across the country
Tim Melia
CFP®, MBA
Embolden Financial Planning LLC
Seattle, WA
Specialties: Advice-Only Financial Planning, Hourly Fee-Only Financial Planning, Comprehensive Financial Planning, Personal Finance Advice, Financial Goal Planning, Retirement Planning, Investment Advice, Socially Responsible Investments Available, Income Tax Planning, Estate Planning, Cash Flow and Debt Management, Major Life Decision Planning, Personal Finance Education, Real Estate
Advice-only financial planning and hourly fee-only pricing. I'm focused on making personal financial advice and planning accessible for you. Transparent and tailored to your financial life. I serve clients virtually in Seattle, throughout Washington State, and beyond. How can I help? BE EMBOLDENED.
Kevin Byrne
CFP®, MS
Byrne & Company Wealth Management, LLC
Olympia, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Olympia, WA area.
Joseph Hebert
CFP®
trueNorth Wealth Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Daniel Frankel
CFA®, CFP®
WeathCollab LLC
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Bellevue, WA and serving the Seattle, WA area and clients across the country
James Reinke
CFP®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Levi Sanchez
CFP®, CPWA®, CEPA®, BFA™, CBDA
Millennial Wealth, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Stock Options, RSU’s, ESPP’s, Cash Flow and Budgeting, College Education Planning, Tax Planning, Behavioral Financial Advice, Insurance Advice, Employee Benefits Optimization, Retirement Planning, Estate Planning, Investment Management, Debt Management
Fee-Only Financial Planner located in Seattle, WA, serving professionals in tech locally and across the country
Holly Davis
CFP®, CPA
Alta Via Financial Planning
Seattle, WA
Specialties: Comprehensive Financial Planning, Cash Flow and Budgeting, Investment Planning, Education Planning, Tax Planning, Equity Compensation, Risk Management, Estate Planning
Advice-Only Fiduciary working with families who thrive on outdoor adventure and work in tech.
Audrey Emerson
CFP®, BFA™
Cultivating Wealth
Bellingham, WA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Company Stock Planning, Merging Finances
Let us help you understand your financials today, make better decisions tomorrow, and build wealth for a lifetime. Based in NYC and The Hamptons, serving clients regardless of location.
Amanda Skrivanich
CFP®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Stephanie Roberts
CFP®
The H Group, Inc.
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
National Reach, Local Experience - The H Group Inc., is your trusted partner in wealth and investment management. Serving clients locally in WA, OR, NM, and ID and across the country.
William Cuthbertson
MBA, EA, CFP®, RLP®
Fiscalis Advisory, Inc.
Anacortes, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving the South Orange County, CA area.
Martin Lundgren
CFA®, CFP®, CIPM, PMP
Northern Lights Advisors Inc.
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Stock Compensation, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Ballard, Seattle, WA, serving clients locally and across the country
David R. Uhlmann
MSF, CFP® , AAMS®, APMA®
Synergos Advisory LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Rule of 55 strategies for near retirees, Investment Management, Portfolio framework and asset location strategies, ISO, NSO, RS, RSU, and ESPP Tax Planning, Cash Flow Management, College Education Planning, Risk Management Strategies, Estate Planning Stategies
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
John Chesbrough
CFP®
Trail Financial Planning LLC
Bellingham, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College planning (and paying for it!), Tax Planning, Working with couples
Fee-Only financial planner located in Bellingham, WA, serving clients locally and across the country
Melinda Satterlee
CFP®
Marathon Wealth Management LLC
Bellevue, WA
Specialties: Boutique Firm Serving Select Clientele, Low-Cost Passive Investing, Women-Centric, Proven Strategy for Retirement Income
Fee-Only financial planner located in Bellevue, WA, serving clients in the Greater Seattle and Bellevue Area.
Todd Flynn
CPA, CFP®
EP Wealth Advisors
Kirkland, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Katherine Fox
CFP®, CAP®
Sunnybranch Wealth
Seattle, WA
Specialties: Understanding the Inheritance Process, Navigating an Estate Settlement, Planning for a Future Inheritance, Inheritance from a Trust, Comprehensive Financial Planning, Values Aligned Investing
As a CERTIFIED FINANCIAL PLANNER™ & Wealth Manager, I help inheritors unlock the potential of their legacy, drive social change through investing, and answer the big question - “what can I do with my money?”
Kristie Garrett
MBA, CFP®, CRPC®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jessica Kirwin
CFP®, MBA
Kirwin Financial, LLC
Issaquah, WA
Specialties: Comprehensive Financial Planning, Equity Compensation, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Issaquah, WA, serving clients locally and across the country
James Nevers
CFP®
EP Wealth Advisors
Kirkland, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Adrienne Ross
CFP®, ChFC®, AFC®, MQFP®
Clear Insight Wealth Management
Spokane, WA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
Carlie Ransom
CFP® , AIF®
Equal Path Investments
Tacoma, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Modern Investment Management, College Education Planning, Optimizing Tax Strategy
Fee-Only financial planner located in Tacoma, WA, serving clients locally and across the country providing joyful financial planning to cultivate an empowered and impactful future.
Keith Spencer
CFP®
Spencer Financial Planning, LLC
Spokane, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance & Estate Planning Reviews, Cash Flow Planning
Fee-Only financial planner located in Spokane, WA, serving clients in Washington, California, and nationwide.
William Morrissey
CFP®, AEP®
EP Wealth Advisors
Friday Harbor, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Angie Furubotten-LaRosee
CFP®
Avea Financial Planning, LLC
Richland, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Avea Financial Planning, LLC - Our specialty is working with women and men a year or two away from retiring, particularly from Pacific Northwest National Laboratory (PNNL) bringing retirement, taxes, investments and advice under one roof. Already retired? We work with you too!
Jamie L. Clark
CFP® (they/them)
Ruby Pebble Financial Planning LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Early Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning, Equity Compensation, Sustainable Investing
Jamie (they/them) is a fee-only financial planner located in Seattle, WA, serving LGBTQ+ tech professional clients on the path to early retirement, lifestyle upgrades, and separate finances, locally and across the US.
Brian D. Gawthrop
CFP®
Five Cedars Financial
Kirkland, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Kirkland, WA, serving clients locally and across the country
MK Lee
CFP®
SEAMFI LLC
Tacoma, WA
Specialties: Comprehensive Financial Planning, Equity Compensation
Fee-Only financial planner located in Tacoma, WA, serving clients locally and across the country
Scott Moser
CPA/PFS, MST
Moser Wealth Advisors
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Bellevue, WA and Serving Clients Nationwide
Thomas McLean
CFP®, MSFP
Advitica Financial Planning
Olympia, WA
Specialties: Comprehensive Financial Planning, Pre and Post Retirement Planning, Investment Management, Charitable Giving, Tax Planning, Sustainable Investing
Fee-Only financial planner located in Olympia, WA, and serving clients in Lacey, Tumwater, Shelton, Centralia, Chehalis, Aberdeen, Port Townsend, Sequim, Port Angeles, and across the country
Carleton McHenry
CFP®
McHenry Capital, LLC
Leavenworth, WA
Specialties: College Planning, Retirement/Financial Independence, Budget/Cash Flow, Protect/Insurance, Estate Planning, Investment Management, Financial Transitions, Lifestyle Design, Return on Life (ROL)
Fee-Only wealth management firm that works with families. We help our clients with all the financial transitions and changes in their life so they can maximize and achieve their best Return on Life (ROL).
Brian Pinkston
CFA®, CFP®, CDFA®
Bright Road Wealth Management, LLC
Tacoma, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Anchorage, AK; also serving clients in Tacoma, WA
Nick Reilly
CFP®, CDAA
One Day Advice
Seattle, WA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Employee Equity Compensation, Stock Options, Tax Planning, RSU's and ESPP's, Employee Benefits Planning, College Education Planning, Cash Flow and Budgeting
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the U.S. who are tech professionals, real estate investors, or business owners/executives.
Eric Christiansen
CFP®
Quantum Financial Planning
Spokane, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Spokane, WA, helping clients within 5 years to retirement achieve financial success.
Kurt Heineman
CFP®
Vision Casting Financial Planning, LLC
Spokane, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Socially Responsible Investing, Estate Planning
Fee-Only financial planner located in Spokane, WA, serving clients locally and across the country
Rick Bryan
CFP®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Stacy Ployhar
CFP®
2020 Financial Planning LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Women Experiencing Sudden Life Changes, Retirement Planning
Fee-Only financial planner serving clients planning for retirement whether that's in the next few years or still decades away.
Aidan Beaton
CFP®
The H Group, Inc.
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
National Reach, Local Experience - The H Group Inc., is your trusted partner in wealth and investment management. Serving clients locally in WA, OR, NM, and ID and across the country.
Riley Poppy
CFP®, CSLP® BFA™, CTS™
Ignite Financial Planning, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Tax Planning, Student Loans & Repayment Plans, Employee Equity Compensation, RSUs, ESPPs, Stock Options, Investment Management, Employee Benefits Planning, Retirement Income Planning, College Education Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Griffin Lake
CFP®
EP Wealth Advisors
Vancouver, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Brad Stacey
CFP®
EP Wealth Advisors
Vancouver, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Kathleen Cote
CFP®, RLP®
Clear Insight Wealth Management
Spokane, WA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
Tim Massie
CFP®
Timepiece Financial Planning
Spokane, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Hire our team and retire with a PLAN, not just an investment account. Serving Washington, Oregon and Alaska.
Kevin Estes
Scaled Finance LLC
Bellevue, WA
Specialties: Comprehensive Financial Planning, Equity Compensation, Education Planning, Real Estate, Retirement Income Planning
Fee-Only financial planner located in Bellevue, WA, serving clients virtually both locally and across the country
Bradley Van Vechten
CFP®, ChFC®, CIMA®, CLU®, AIF®
Private Wealth Management Solutions, LLC
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Independent, Fee-Only Financial Planner Serving the Bellevue, WA and Northern California Regions
Matt Daley
CFP®, AIF®
DecisionPoint Financial
Gig Harbor, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Port Orchard, Tacoma, Puyallup, Graham, and Olympia.
Jason Preti
CFP®
Unleashed Financial LLC
Kirkland, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Wealth Management,
Fee-Only financial planner located in Kirkland, WA, serving clients locally and across the country
Jaron Gardiner
CFP®, ChSNC®
EP Wealth Advisors
Vancouver, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Brooke Trinh
PhD, CFP®
trueNorth Wealth Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Andrea Silbernagel
CFP®, EA
Fort Vancouver Investment Management
Vancouver, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country
Robert Pool
CFP®, ChFC®, CFS
Fort Vancouver Investment Management
Vancouver, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country
Jesse Deason
CFP®, EA, CDFA®
Serene Wealth Planning LLC
Everett, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Everett, WA, serving clients locally and across the country
Liz McQueen
CRPC®
EP Wealth Advisors
Kirkland, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Joe Wride
CFP®
Crafted Finance, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Paul Henderson
CFP®
Heritage Road Advisors, Inc.
Seattle, WA
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Retirement Income Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Brad Allen
CFP®
trueNorth Wealth Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Jamieson Hopp
CFP®, ECA
Millennial Wealth, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Stock Options, RSU's, ESPP's, Cash Flow and Budgeting, College Education Planning, Tax Planning, Retirement Planning, Insurance Advice, Employee Benefits Optimization, Estate Planning, Debt Management, Investment Management
Fee-Only financial planner located in Seattle, WA, serving professionals in tech locally and across the country.
Tammy Prouty
CFP®
EP Wealth Advisors
Mount Vernon, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jayson Owens
CFP®
Bright Road Wealth Management, LLC
Tacoma, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner with offices in Anchorage, AK, Denver, CO, and Tacoma, WA, serving clients locally and virtually
Elizabeth Snyder
MS, LMHC, CFP®
Trail Financial Planning LLC
Bellingham, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bellingham, WA, serving clients locally and across the state
CJ Harrison
CFP®, AIF®, CPFA
DecisionPoint Financial, LLC
Gig Harbor, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k), 457(b), & Cash Balance Plans
From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Tacoma, Port Orchard, Puyallup, Graham, and Olympia.
Kelly Van Wyhe
Bright Road Wealth Management, LLC
Tacoma, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tacoma, WA, serving clients locally and across the country virtually
Kris Draper
CFP®
Northern Lights Advisors Inc.
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Becky Meats
CPA/PFS
Clear Insight Wealth Management
Vancouver, WA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
Danika Waddell
CFP®, RLP®, CSLP®
Xena Financial Planning
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation
Fee-Only financial planner located in Seattle, WA, virtually serving clients locally and across the country
Benjamin Rickey
MSPFP, CFP®, CIMA®, CPWA®, CDFA®
Leonard Rickey Investment Advisors, PLLC
Yakima, WA
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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)
