Financial Advisors
Bellevue, WA
TrueWealth Financial Partners is a fee-only fiduciary financial advisor in Bellevue specializing in comprehensive retirement planning. Unlike advisors who focus solely on investments, they cover six key areas: investment planning, tax planning, retirement planning, estate planning, financial positioning, and protection planning. They work with clients to eliminate financial anxiety around retirement through personalized strategies that address Social Security optimization, tax efficiency, healthcare costs, and legacy planning—with no annuities, commissions, or product sales.
Ideal for: Pre-retirees and retirees seeking comprehensive financial planning, high-income earners with complex tax situations, clients prioritizing fee-only fiduciary advice
Service area: Bellevue, WA and surrounding areas
Fee-Only Fiduciary Model: No commissions, annuities, or product sales—100% focused on your financial interests as a fiduciary advisor.
Six-Area Financial Planning: Covers investment, tax, retirement, estate, financial positioning, and protection planning—not just investment management.
Retirement-Focused Expertise: Specializes in stress-free retirement transitions with strategies for Social Security optimization, tax-efficient distributions, and long-term care planning.
Address: 915 118th Ave SE Suite 140, Bellevue, WA 98005
Phone: (425) 615-7360
Website: truewealthfp.com
Looking for more options?
See more Financial Advisors in Bellevue →