Fee-Only Financial Advisors in Washington

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".

Every Washington Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Amy Barnes

CFP®, CIMA®

Firebrand Wealth Management, LLC

Seattle, WA

Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Tax Planning, Divorce Support, Stock Options and Awards, Education Planning

Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

Keith Spencer

CFP®

Spencer Financial Planning, LLC

Spokane, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Spokane, WA, serving clients in Washington, California, and nationwide.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Amy Barnes

CFP®, CIMA®

Firebrand Wealth Management, LLC

Seattle, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Equity Compensation (ISOs, NSOs, RSUs, ESPP), Family Trusts & Wealth Transfer, Divorce Asset Analysis, Long-Term Care Analysis and Planning

Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

Tom Rasmussen

CFP®

BlueSky Wealth Advisors

West Richland, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in West Richland, WA, serving clients locally and across the country

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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).

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Levi Sanchez

CFP®, CPWA®, BFA™, CEPA®

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

Fee-Only Financial Planner located in Seattle, WA, serving young professionals and tech employees locally and across the country

I can work with clients anywhere!

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?”

I can work with clients anywhere!

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.

I can work with clients anywhere!

Stacy Ployhar

CFP®

2020 Financial Planning LLC

Seattle, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only financial planner serving clients planning for retirement or nearing retirement.

I can work with clients anywhere!

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!

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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).

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Stephen Dart

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Fee-Only financial planner located in Seattle, WA, serving young professionals locally and across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Brandon Beckner

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Benjamin Rickey

MSPFP, CFP®, CIMA®, CPWA®, CDFA®

Leonard Rickey Investment Advisors, PLLC

Yakima, WA

John McCarthy

CFP®, ChFc

John T. McCarthy, LLC

Spokane, WA

Tyler Linsten

CFA

Alder Cove Capital, LLC

Tukwila, WA

Alicia Singer

CHFC® CDFA®

Singer Wealth Management LLC

Seattle, WA

Denise Downey

CFP®, MBA

Financial Trex, LLC

Spokane, WA

Stacie Nemetz

CFP®, AIF

NR Smith and Associates, PS

Olympia, WA

Lisa Weil

MBA, CFP®

Clarity Northwest Wealth Management, LLC

Seattle, WA

Thom Allison

CFP®

The Mather Group

Bellevue, WA

Norman Smith

NR Smith and Associates, PS

Olympia, WA

Gregory Stapp

CFP®, CPA/PFS

Stapp Financial Planning, PLLC

Olympia, WA

Kailie Abascal

CFP®

Middleton & Company

Vancouver, WA

George Middleton

CFA, CPA/PFS

Middleton & Company

Vancouver, WA

Thomas Stapp

CFP®

Stapp Wealth Management, PLLC

Olympia, WA

Anh Thu Tran

CFP®, MBA

Women's Wealth

Tacoma, WA

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