Fee-Only Financial Advisors in Washington

McHenry Capital, LLC

Bellevue, WA

Specialties: Special Needs , 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).

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.

Advisia Financial Planning, LLC

Bellevue, WA

Specialties: Retirement Planning, Tax Planning, Investment Recommendations, Small Business Planning, Charitable Giving & Estate Planning, Insurance Planning, Faith Based - Giving & Stewardship

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

Lake Road Advisors, LLC

Vancouver, WA

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

Helping successful couples approaching retirement simplify their finances and plan their next chapter. Serving clients nationwide through virtual meetings. Offices in Corning & Ithaca, NY, and Vancouver, WA

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.

Bright Road Wealth Management

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

trueNorth Wealth Advisors

Bainbridge Island, 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

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.

Bright Road Wealth Management

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

Lake Road Advisors

Vancouver, WA

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

Financial Planning for Individual & Families approaching and living in retirement. Serving clients across the country through virtual meetings. Offices in Ithaca & Corning NY, and the Vancouver, WA / Portland, OR Metropolitan Area.

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, Investment Management

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.

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.

Xena Financial Planning

Seattle, WA

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

We help women in tech and their families navigate financial life transitions with purpose, joy and agency.

Onward Financial Advising LLC

Sammamish, WA

Specialties: Cost-Effective Financial Advising, Retirement Income Planning, Investment Management, College Education Planning, Wealth Accumulation Strategies, Tax Planning

Expert financial advising is for everyone. Onward Financial Advising believes that everyone can benefit from expert financial advice, regardless of the amount of their investable assets.

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

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

North Pine Strategic Wealth LLC

Kirkland, WA

Specialties: Comprehensive Financial Planning, Financial Independence / Retirement planning, Tax Planning and Optimization, Equity Compensation Planning, Investment Management, Education Planning, Risk Management, Estate Planning

We work with high-income individuals and families employed in the tech or healthcare sectors who have at least $1,000,000 in investable assets, or who are quickly approaching that level.

High Note Financial LLC

Battle Ground, WA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Risk Management, Estate Planning, Business Solutions

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

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

EP Wealth Advisors

Seattle, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Firebrand Wealth Management

Redmond, 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.

EP Wealth Advisors

Kirkland, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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.

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?”

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

Quantum Financial Planning

Spokane, WA

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement Income Planning, Tax Planning, Investment Management, Social Security Planning

You Only Retire Once—Let’s Make Sure You’re Excited For What Comes Next | Tax-Smart Retirement Plans for People With $750K+ in Savings

Everleap Financial Planning

Seattle, WA

Specialties: Comprehensive Financial Planning, Equity Compensation Planning, Education Planning, Tax Planning, Early Retirement Planning, Career Planning, Employee Benefits Optimization, Sabbatical and Downshift Planning

Empowering immigrant professionals to live their most authentic and fulfilling lives through fiduciary financial guidance | Fee-Only, Independent Financial Planner | Ex-Amazon

EP Wealth Advisors

Vancouver, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Seattle, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Kirkland, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Timepiece Financial Planning

Battle Ground, 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.

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.

Abacus Financial Planning, LLC

Kirkland, WA

Specialties: Retirement Income Planning, Divorce planning, Comprehensive Financial Planning, Equity compensation, Investment Management

We help women across the lifespan, especially around points of transition.

Maura Madden Financial Planning

Seattle, WA

Specialties: Comprehensive Financial Planning, Retirement Readiness, Savings & Cash Flow Management, Retirement Accounts, Investment Review, Tax Planning

I am a feminist financial planner offering hourly, advice-only planning for women and families who want clarity without complexity.

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

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

Quantum Financial Planning

Spokane, WA

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement Income Planning, Tax Planning, Investment Management, Social Security Planning

You Only Retire Once—Let’s Make Sure You’re Excited For What Comes Next | Tax-Smart Retirement Plans for People With $750K+ in Savings

Millennial Wealth LLC

Fall City, 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

trueNorth Wealth Advisors

Bainbridge Island, 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

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.

EP Wealth Advisors

Kirkland, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Mount Vernon, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Millennial Wealth LLC

Fall City, 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.

Falcon Wealth Planning, Inc.

Seattle, WA

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

Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.

Synergos Advisory LLC

Bellevue, 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 STEM professionals locally and across the country

Northern Lights Advisors

Seattle, WA

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

Northern Lights Advisors offers fiduciary financial advisory and wealth management services for high-earning tech industry employees in Seattle.

Scaled Finance, LLC

Bellevue, WA

Specialties: Comprehensive Financial Planning, Equity Compensation, Education Planning, Real Estate, Retirement Income Planning

Hourly financial planner located in Bellevue, WA, serving clients locally and across the country.

Millennial Wealth LLC

Fall City, 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

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

BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions. My hourly, fiduciary advice-only firm is based in Seattle and serves clients virtually nationwide.

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

EP Wealth Advisors

Vancouver, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Penn Cove Financial, LLC

Oak Harbor, WA

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

I help couples in their late 50’s to early 60’s to confirm whether they’re on track for retirement. Located in Oak Harbor, WA, serving Northwest Washington and clients across the country.

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

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

Inclinevest Wealth Management

Bellevue, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, We consider everything that matters, We help you understand where you stand and what to do next, We look at the full picture and help you make informed financial decisions, Estate & Legacy Planning, Major decisions, Peace of mind so you can sleep better

I help technology, aerospace & defense, and other high-income professionals typically 5–15 years from retirement make smarter decisions about investments, taxes, and wealth, including when they can retire and how much they can spend.

Retirement Planning Partner LLC

Kirkland, WA

Specialties: Comprehensive or Hourly Financial Planning, Retirement Income Planning, Tax Planning, Estate and Legacy Planning, Investment Review and Risk Management, Life Transitions, Healthcare Planning

Your Partner in Retirement Planning - located in Kirkland, WA, serving clients in the Seattle region and across the country

Valiant Financial Planning

Kirkland, WA

Specialties: Financial Planning, Wealth Management, One Time Plans, Equity Compensation (RSUs) Planning, Tax Planning, Investment Management

Comprehensive, flat-fee financial planning for tech professionals and physicians in the Seattle area.

Martos Wealth Management LLC

Bellevue, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Sustainable, Responsible, Impact (SRI) Investing, Education Planning, Tax Planning, Healthcare Planning, Insurance Planning

Wealth Management for Women and Their Advocates - Your Money, Your Voice

One Day Wealth

Edmonds, 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

We serve as a guide towards financial clarity and peace of mind by optimizing finances, investments, and taxes through a forward-looking modern lense. We primarily serve high-income earners with stock compensation and business owners/executives.

EP Wealth Advisors

Vancouver, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Seattle, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Bright Road Wealth Management

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

trueNorth Wealth Advisors

Bainbridge Island, 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

Northern Lights Advisors

Seattle, WA

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

Northern Lights Advisors offers fiduciary financial advisory and wealth management services for high-earning tech industry employees in Seattle.

EP Wealth Advisors

Vancouver, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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.

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!

Ignite Financial Planning, LLC

Seattle, WA

Specialties: Comprehensive Financial Planning, Tax Planning, Employee Equity Compensation, RSUs, ESPPs, Stock Options, Investment Management, Employee Benefits Planning, Retirement Income Planning, College Education Planning, Retirement Income Planning

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

Northern Lights Advisors

Seattle, WA

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

Northern Lights Advisors offers fiduciary financial advisory and wealth management services for high-earning tech industry employees in Seattle.

Clear Insight Wealth Management

La Center, WA

Specialties: Wealth Management, Comprehensive Financial Planning, Lifetime Tax Management, Employer Sponsored Retirement Plans

Clear Insight Wealth Management offers dedicated, values-driven financial guidance for women experiencing major life changes—from retirement to divorce, widowhood, business exits, and beyond.

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

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

Fiscalis Advisory, Inc.

Anacortes, WA

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

Fee-Only Financial Advisor and Tax Specialist

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.

EP Wealth Advisors

Seattle, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Kirkland, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Clear Insight Wealth Management

La Center, 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.

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.

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).

Stewardship Concepts Financial Services

Spokane, WA

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

Helping Spokane retirees with over $1 million in a 401(k) create a tax-smart retirement plan through Roth Conversions.

Five Cedars Financial

Kirkland, WA

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

We help engineers transition to or maintain financial independence (aka retirement).

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.

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

Fee-Only Financial Planning and Investment Management Firm with offices in Mesa, AZ, Gig Harbor, WA, and Bozeman, MT. Expertise in working with business owners, professionals, non-profits, and families seeking to grow and preserve wealth.

Alder Cove Capital, LLC

Tukwila, WA

Women's Wealth

Tacoma, WA

Trail Financial Planning LLC

Bellingham, WA

Stapp Financial Planning, PLLC

Olympia, WA

Clarity Northwest Wealth Management, LLC

Seattle, WA

NR Smith and Associates, PS

Olympia, WA

Trail Financial Planning LLC

Bellingham, WA

Schreiner Financial Solutions

Aberdeen, WA

Arrivity Financial Planning

Seattle, WA

John T. McCarthy, LLC

Spokane, WA

Vitality Wealth Planning

Lacey, WA

Middleton & Company

Vancouver, WA

Leonard Rickey Investment Advisors, PLLC

Yakima, WA

Stapp Wealth Management, PLLC

Olympia, WA

Selkirk Wealth Advisors

Spokane, WA

Serene Wealth Planning LLC

Everett, WA

Financial Trex, LLC

Spokane, WA

Middleton & Company

Vancouver, WA

Singer Wealth Management LLC

Seattle, WA

Cents of Joy Financial Planning

Bellingham, WA

Alta Via Financial Planning

Seattle, WA

Apella Wealth

Olympia, WA

Humanize Wealth

Seattle, WA