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
- Gig Harbor, WA
- Issaquah, WA
- Kennewick, WA
- Kirkland, WA
- Lacey, WA
- Mercer Island, WA
- Mount Vernon, WA
- Oak Harbor, WA
Every Washington Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jayson Owens
CFP®
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
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
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.
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
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.
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.
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
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
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.
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
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.
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.
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
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
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
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
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
Brian Blakeman
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.
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.
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
Brian Pinkston
CFA®, CFP®, CDFA®
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
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
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
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.
Brandon Krizo Yaple
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
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
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.
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.
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.
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.
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. I serve clients virtually in Seattle, throughout Washington State, Oregon, California, and beyond.
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.
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.
Susan A. Schreiner
MSBA, CFP®, EA
Schreiner Financial Solutions
Aberdeen, WA
Specialties: Hourly Fee-Only Financial Planning, Retirement Income Planning, Portfolio Allocation, Tax Preparation with a focus on Schedule C (sole proprietorship) and Schedule E (rental real estate) returns
Hourly, fee-only financial and tax planning for the middle class. Located in Aberdeen, WA, serving clients locally and across the country
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
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
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
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.
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
Danika Waddell
CFP®, RLP®, CSLP®
Xena Financial Planning
Seattle, WA
Specialties: Equity Compensation, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Seattle, WA, virtually serving clients locally and across the country
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.
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
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
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).
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
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
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.
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
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!
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
Kevin Estes
CFP®, MBA
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
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.
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.
Mustafa Binns
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
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
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.
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.
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
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
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
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
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
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.
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
Brennan Vitali
CFP®
Vitality Wealth Planning
Lacey, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Multigenerational Wealth
Fee-Only financial planner located in Lacey, WA, serving clients locally and across the country
Kelly Van Wyhe
CFP®
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
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
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
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
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
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?”
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
Helping couples with a 401k, five years from retirement. Fee-only. No commissions. No products.
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).
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.
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
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.
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, 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.
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.
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.
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
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.
Benjamin Rickey
MSPFP, CFP®, CIMA®, CPWA®, CDFA®
Leonard Rickey Investment Advisors, PLLC
Yakima, WA