What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Washington area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Select a city to refine your search:
- Aberdeen, WA
- Anacortes, WA
- Bainbridge Island, WA
- Battle Ground, WA
- Bellevue, WA
- Bellingham, WA
- Centralia, WA
- Chehalis, WA
- East Wenatchee, WA
- Everett, WA
- Friday Harbor, WA
- Gig Harbor, WA
- Issaquah, WA
- Kennewick, WA
- Kirkland, WA
- Lacey, WA
- Mercer Island, WA
- Mount Vernon, WA
Every Washington Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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
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.
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
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.
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
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
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
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
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
Kris Draper
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
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
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
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
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
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
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).
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
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.
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
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
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, 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
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
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
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.
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.
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.
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
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
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
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.
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.
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
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!
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.
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.
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
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
Martin Lundgren
CFA®, CFP®, CIPM, PMP
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 Ballard, Seattle, WA, serving clients locally and across the country
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
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.
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.
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
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
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
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.
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
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
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
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
Matthew Ebeling
CFP®
Fort Vancouver Investment Management, LLC
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
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.
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
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?”
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
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
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
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
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
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).
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.
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.
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
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.
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.
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.
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.
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.
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
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
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
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.
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.
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
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.
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
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.
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
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.
Benjamin Rickey
MSPFP, CFP®, CIMA®, CPWA®, CDFA®
Leonard Rickey Investment Advisors, PLLC
Yakima, WA
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
