Financial Advisors
Seattle, WA
Millennial Wealth, LLC is a fee-only financial planning and investment management firm based in Seattle specializing in tech professionals. Founded on fiduciary principles, they provide comprehensive financial planning, investment portfolio management, and financial education to help clients align their money with their life goals. Their approach combines transparent, rules-based investment strategies with personalized planning software that consolidates all accounts in one place, making financial management accessible and understandable for their clients.
Ideal for: Tech industry professionals, young professionals building wealth, high-income earners seeking personalized financial planning, individuals wanting transparent fee-based advisory
Service area: Seattle, Washington and nationwide via virtual services
Fee-Only Fiduciary Model: Millennial Wealth operates as a fee-only advisory firm with a signed fiduciary oath, meaning they act exclusively in clients' best interests and do not sell financial products or earn commissions.
Tech Industry Expertise: The firm specializes in serving tech professionals, including guidance on restricted stock units (RSUs) and other equity compensation common in the technology sector.
Capped Client Load: They intentionally limit the number of clients they work with to ensure personalized attention, combined with multiple specialty certifications to deliver comprehensive advice.
Address: 3518 Fremont Ave N #443, Seattle, WA 98103
Phone: (206) 207-8426
Website: millennialwealthllc.com
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