Areas served: Tacoma, Bellevue, Seattle, Kirkland, Redmond
Bellevue and Seattle's concentration of tech wealth, along with a generally affluent and educated population, creates strong demand for sophisticated financial planning and investment advisory services.
Sound Planning Group is a fiduciary financial planning firm in Kirkland specializing in retirement planning, wealth management, and personalized income strategies for individuals and families. They build customized financial plans to help optimize your future and prepare for a confident retirement through trusted guidance, education, and a relationship-focused approach. Serving the Greater Seattle area, SPG focuses on objective retirement advice and helping clients simplify complex financial decisions.
Briarwood Financial is a wealth management firm serving clients nationwide from offices in Gig Harbor, Washington and Twin Falls, Idaho. They specialize in creating and preserving generational wealth through comprehensive financial planning, investment management, estate planning, and retirement planning for both individuals and businesses. For business owners, they offer accounting, bookkeeping, tax planning, cash flow management, and retirement plan advisory services designed to optimize growth and ensure long-term success.
Kevin J. Pentz CFP and Wealthmark Advisors is an independent financial advisory firm serving the Kitsap County area with comprehensive wealth management and financial planning services. Led by a CFP® professional, the firm works with individuals and families to develop personalized investment strategies, retirement planning, and long-term financial goals. They focus on building lasting client relationships through knowledgeable, fiduciary-based advice.
Ryan Feng is a First Command Financial Advisor in Lakewood serving military service members, veterans, and their families. With a background as a U.S. Army Sergeant and expertise in comprehensive financial planning, investment strategies, and military benefits optimization, Ryan provides personalized coaching to help clients achieve financial security. First Command specializes in the unique financial challenges facing military professionals, offering in-person and virtual meetings focused on debt management, retirement planning, and long-term financial goals.
Avier Wealth Advisors specializes in comprehensive financial planning and wealth management for high-earning tech professionals, particularly Microsoft and Amazon employees. They offer financial planning, tax planning, equity compensation strategy, and cash flow planning with deep expertise in tech-specific benefits like Microsoft's Deferred Compensation Program (DCP), Amazon RSUs, and Mega Backdoor Roth conversions. Their team helps tech industry professionals optimize their compensation packages and investment strategies to achieve long-term financial goals.
Alterra Advisors is a Bellevue-based wealth management firm specializing in retirement planning, investment management, and comprehensive financial guidance for individuals and business owners. The team takes a holistic approach to financial planning, helping clients organize their assets, understand their readiness for retirement, and develop strategies aligned with their long-term goals and legacy aspirations. They address complex financial situations including estate tax planning for Washington residents, required minimum distributions, and personal and business financial scenarios.
Gevers Wealth Management is a boutique financial advisory firm in Issaquah specializing in comprehensive wealth management for individuals and families. Led by CPWA® and CFP® certified advisors including William Gevers and partners with CFA® credentials, they offer a full suite of services including retirement planning, investment management, tax optimization (coordinated with CPAs), estate planning (coordinated with attorneys), and income planning. Their client-first approach combines personalized financial strategy with leading planning technology and asset managers, and they're particularly known for helping clients with concentrated positions like Costco RSUs and tech stock planning.
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.
Equal Path Investments is an independent financial advisory firm based in Tacoma that specializes in personalized investment management and financial planning for individuals and families. The team works with clients to develop comprehensive strategies aligned with their long-term goals, offering guidance on portfolio construction, retirement planning, and wealth management. They focus on building lasting relationships with clients through transparent, goal-oriented advice.
E.A. Buck Financial Services is a SEC-registered investment adviser serving clients since 1980, offering comprehensive wealth management, retirement planning, investment advisory, and insurance services. Led by experienced advisors including Jeff Buck, the firm uses a personalized E.P.I.C. planning approach—engaging with clients to understand their goals, creating detailed financial plans, implementing strategies, and providing ongoing monitoring. They specialize in retirement income planning, tax optimization, portfolio management, and helping clients grow and preserve their wealth through customized strategies tailored to individual risk tolerance and life circumstances.
Fulcrum Wealth Advisors is an independent, SEC-registered investment firm in Bellevue specializing in comprehensive wealth management for high-net-worth individuals and business owners. They offer retirement planning, investment management, tax optimization, estate planning, and charitable giving strategies, with a fiduciary commitment to act solely in clients' best interests without product commissions. The team brings over 100 years of combined experience in wealth management, tax strategy, and estate planning, serving aspiring retirees, Boeing employees, business owners, corporate executives, and those managing generational or sudden wealth.
Leverage Planners is a wealth management firm in Bellevue specializing in comprehensive retirement planning for individuals approaching or in retirement. Their services span income security and cash flow planning, investment portfolio protection, tax reduction strategies, healthcare and long-term care planning, and estate and legacy planning. They focus on helping clients maintain steady retirement income, reduce taxes, protect assets from market volatility, and efficiently transfer wealth to heirs.
Commencement Financial Planning, LLC is an independent, fee-only fiduciary financial advisor serving individuals and families in the Tacoma area with nearly 30 years of experience. They provide comprehensive financial planning and wealth management, including investment management, tax-efficient portfolio strategies, estate planning, risk analysis, and trust administration. Led by a CPA with extensive credentials, they take a data-driven, academically sound approach to coordinating all aspects of clients' financial affairs.
Andrea N Michaels is a Financial Advisor at Edward Jones in Bellevue, specializing in comprehensive financial planning for entrepreneurs, business owners, executives, and IT professionals. With certifications as a Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS®), and Chartered Retirement Planning Counselor (CRPC™), she provides personalized strategies in retirement planning, investment management, estate and legacy planning, intergenerational wealth transfer, and divorce financial planning. Andrea works with clients managing $1,000,000 and above, offering introductory consultations and ongoing portfolio management through Edward Jones's full-service financial planning platform.
Kimball Creek Partners is a fiduciary financial advisory firm in Tacoma helping clients achieve clarity and confidence in their financial futures. They offer comprehensive wealth management services including retirement planning, investment management, tax planning, asset protection, and legacy planning through their proprietary C.L.A.R.I.T.Y. process. The firm specializes in personalized strategies that align your financial plan with your life goals and values.
Penny Lane Financial is a comprehensive financial services center founded in 2014 by Jeff Pickering, serving the Puget Sound region and beyond. They offer over 10 integrated services including retirement financial planning, insurance products (life, health, property, umbrella), mortgages, reverse mortgages, annuities, and lifetime income options. Their collaborative team approach focuses on making financial guidance accessible and personal, helping clients at every life stage from home purchasing to retirement planning.
Beacon Pointe Advisors is a Seattle-based wealth management firm offering personalized financial planning and investment management to individuals, families, business owners, and ultra-high-net-worth clients. Their team provides comprehensive guidance on retirement planning, estate planning, college savings strategies, and generational wealth building. With advisors like Kimberly Arnesen, Grant Hartvigson, and James Simone, they focus on a client-first approach with long-term relationships and regular portfolio reviews.
Brighton Jones is a Seattle-based wealth management firm founded in 2000, serving high-net-worth individuals, families, and family offices throughout the Pacific Northwest. They specialize in comprehensive financial planning including investment management, tax planning, estate and legacy planning, and executive compensation advisory—with deep expertise serving employees and executives from major companies like Amazon, Boeing, Microsoft, and Starbucks. Beyond wealth management, the firm offers accounting and tax services, and is recognized as one of Washington's largest corporate philanthropists, actively supporting community organizations.
Crossroads Financial Services LLC is an independent financial advisory firm based in Bellevue serving the greater Seattle area. They provide comprehensive financial planning and investment management services tailored to individuals and families looking to build and protect their wealth. With a focus on personalized strategies, they help clients navigate retirement planning, investment decisions, and long-term financial goals.
Pinnacle Private Wealth Advisors is an independent financial advisory firm in Bellevue serving high-net-worth individuals and families with comprehensive wealth management, retirement planning, investment strategy, and estate coordination. The firm provides personalized guidance tailored to each client's unique financial goals and life circumstances, combining disciplined investment management with strategic financial planning to help clients build and preserve wealth across generations.
Composition Wealth (formerly Edgewater Wealth Management) is a fiduciary wealth management firm serving clients across 40+ states with $10B+ in assets under management. Their team of 125+ advisors and industry specialists provides comprehensive financial planning including investment management, tax planning, estate planning, retirement planning, and philanthropic strategy. They take a collaborative, data-driven approach where specialists work together on each client's complete financial picture rather than in silos.
The Retirement Solution is a financial advisory firm based in Redmond specializing in retirement planning and wealth management for clients approaching or in retirement. Led by experienced consultants, they offer comprehensive financial strategies including investment management, tax planning, and retirement income optimization. Their personalized approach focuses on helping clients achieve financial security and peace of mind during their retirement years.
Investors Portfolio Services is a fee-based financial advisory firm in Puyallup staffed with CFP® certificate holders, a CFA charterholder, and licensed professionals committed to fiduciary standards. They provide comprehensive wealth management, retirement planning, and business financial planning services, with client investments custodied through Schwab and Altruist advisory platforms. The firm also specializes in consulting on employee contribution plans and ERISA retirement plans for businesses and individuals.
Falcon Wealth Planning is a fee-only, fiduciary wealth management firm serving clients nationwide from their Seattle headquarters. They specialize in comprehensive financial planning, investment management, tax planning, retirement planning, and estate planning, with particular expertise in helping business owners and those approaching retirement. As CFP® certified professionals and a NAPFA-registered firm, they prioritize transparency and personalized strategies tailored to each client's situation rather than selling products.
Stone 8 Wealth Management is an independent financial advisory firm in Bellevue specializing in comprehensive wealth management for high-net-worth individuals and families. They offer personalized investment management, retirement planning, and financial strategy tailored to clients' long-term goals. The firm is committed to fiduciary standards and building lasting client relationships based on transparency and expertise.
Puget Sound Financial Strategies is a Tacoma-based financial advisory firm specializing in retirement planning and wealth management. Founded by Eric Lansford, the firm takes a comprehensive approach to helping clients develop thoughtful financial strategies tailored to their unique goals and circumstances. They focus on retirement income planning, risk management, long-term care strategies, and maximizing performance across all phases of retirement—from planning and accumulation through distribution and legacy planning.
Robinswood Financial is a registered investment advisory firm in Kirkland specializing in personalized investment management and financial planning for individual clients. With over 50 years of combined advisor experience, they focus on helping clients maximize investment growth and achieve financial goals through a disciplined, emotion-free investment strategy designed to minimize risk. They offer dedicated advisory services tailored to individual needs and pride themselves on providing independent, professional financial guidance.
Goldbloom Wealth Management is an independent financial advisory firm based on Mercer Island serving clients throughout the Seattle area. They provide comprehensive wealth management services including investment management, retirement planning, and personalized financial strategy tailored to individual goals and circumstances. The firm is known for a fiduciary-focused approach, prioritizing client interests in all recommendations.
Pacific Financial Advisors, Inc. is an independent financial advisory firm based in Bellevue serving the Pacific Northwest with comprehensive wealth management and financial planning services. They specialize in helping clients develop personalized investment strategies, retirement planning, and long-term financial goals through a consultative approach focused on individual client needs.
Summit Wealth Management is an award-winning, boutique wealth management firm headquartered in Gig Harbor that takes a holistic, client-centered approach to financial planning. Rather than pushing products or stock tips, they start by understanding each client's life goals, values, and vision for retirement and legacy—then build a comprehensive strategy together. Partnered with Commonwealth Financial Network, they combine personalized attention with access to sophisticated resources and a full range of wealth management services.
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.
Creative Money LLC is a fee-only financial advisor serving Seattle, Bellevue, and Bellingham with a mission to make financial planning accessible and stress-free. Founded on the principle of "Financial Planning That Doesn't Suck," they provide comprehensive financial planning using an all-advice, zero-product approach, helping clients gain control of their money through personalized strategies aligned with their values and goals. Their team of highly trained professionals specializes in budgeting, investment organization, retirement planning, and behavioral finance coaching.
Laird Norton Wetherby is an independent financial advisory firm based in Seattle serving high-net-worth individuals, families, and business owners. The firm provides comprehensive wealth management, investment management, retirement planning, and estate planning services tailored to complex financial situations. With deep roots in the Pacific Northwest and a fiduciary commitment to clients, they focus on long-term wealth preservation and growth strategies.
Elite Wealth Management is a financial advisory firm based in Kirkland offering personalized wealth management, investment planning, and financial consultation services. They work with clients to develop comprehensive financial strategies tailored to individual goals and circumstances. The firm focuses on providing expert guidance to help clients build and preserve wealth.
Zach DeBoer is a CFP® certified financial advisor at Edward Jones in Kirkland, offering comprehensive financial planning services including retirement strategies, estate and legacy planning, business retirement plans, employee stock options, and charitable giving strategies. With professional certifications and a focus on personalized client relationships, Zach helps clients develop tailored financial strategies and is currently accepting new clients.
Russell Investments is a global investment management and wealth advisory firm serving individual investors, institutional clients, and financial professionals. Based in Seattle, they provide personalized investment advice, retirement planning solutions, and portfolio management services across multiple markets and asset classes. With a presence in offices worldwide, Russell Investments helps clients invest without boundaries through comprehensive wealth management and institutional advisory services.
Asset One Wealth Management is a comprehensive wealth management firm serving individuals and families in the Bellevue area who are building legacies, growing businesses, or planning for the next generation. They offer wealth planning, investment management, tax and estate strategy, and family office services—all coordinated under one roof to help clients see the full financial picture and make confident decisions. The team takes a high-touch, relationship-focused approach with regular meetings and strategy adjustments as life evolves.
Sherwood Investments is an independent financial planning firm in Redmond serving individuals and families across the greater Seattle area. They provide comprehensive financial planning, investment management, and retirement strategy services tailored to each client's goals. The team focuses on personalized guidance to help clients build and protect their wealth.
Pure Financial Advisors, LLC is an independent financial advisory firm serving the Seattle area with comprehensive wealth management and financial planning services. The firm specializes in personalized financial strategies tailored to individual client needs, helping clients build and preserve wealth through strategic planning and investment management. Based in Mercer Island, they work with clients across the greater Seattle region to create detailed financial plans aligned with their long-term goals.
Prevail Wealth Management, LLC is an independent financial advisory firm based in Kirkland serving the Seattle metro area. They provide comprehensive wealth management, investment management, and financial planning services to help clients build and preserve their assets. With a focus on personalized service and fiduciary standards, they work with individuals and families to develop customized financial strategies aligned with their long-term goals.
Atkinson Wealth Strategies is an independent financial advisory firm based in Bellevue specializing in comprehensive wealth management and financial planning. They work with individuals and families to develop personalized investment strategies, retirement planning, and overall financial direction. Their team of experienced consultants takes a holistic approach to help clients achieve their long-term financial goals.
Ronin Wealth Management is an independent financial advisory firm based in Seattle that provides comprehensive wealth management, investment management, and financial planning services for individuals and families. They focus on personalized strategies tailored to each client's unique financial goals, offering services that span investment management, retirement planning, and comprehensive financial advice. Their independent status means they work in clients' interests without conflicts inherent to commission-based models.
Carlton Wealth Management is a Seattle-based financial advisory firm specializing in comprehensive wealth management for individuals and families. They offer financial planning, retirement planning, investment management, and risk management strategies tailored to each client's unique goals and values. The firm takes a personalized approach, working closely with clients to clarify objectives, identify opportunities, and build thoughtful, thorough financial plans designed to support their long-term vision.
Pacific Asset Management is an independent financial advisory firm serving Gig Harbor and the surrounding Puget Sound region. They provide comprehensive wealth management, investment management, and financial planning services tailored to individual clients' goals and circumstances. Their fee-based approach emphasizes fiduciary responsibility and personalized service without commission-driven conflicts of interest.
Morgan Stanley Financial Advisors in Seattle provides comprehensive wealth management and financial planning services to individuals and families. Their team of advisors offers investment management, retirement planning, estate planning, and personalized financial strategies tailored to clients' goals. As part of Morgan Stanley, a globally recognized financial institution, they combine institutional resources with local expertise to help clients build and preserve wealth.
Mickelson Wealth Management is an independent financial advisory firm serving the Tacoma and Pierce County area. They provide comprehensive wealth management services including investment management, retirement planning, and financial strategy for individuals and families. Their personalized approach focuses on helping clients build and preserve wealth through tailored financial solutions.
Heritage Wealth Advisors is an independent financial advisory firm serving the Seattle area, specializing in comprehensive wealth management, investment planning, and retirement strategies. The team provides personalized financial guidance to help clients build and preserve wealth through tailored investment solutions and strategic financial planning.
Kirkland Financial Advisers is an independent financial advisory firm serving the greater Seattle area with personalized wealth management and financial planning services. The team works with individuals and families to develop comprehensive strategies for retirement, investments, and long-term financial goals. They focus on understanding each client's unique situation to provide tailored advice and ongoing portfolio management.
Focus Partners Wealth is a personalized wealth management firm serving individuals, business owners, and institutions in Seattle. They offer comprehensive financial services including wealth planning, investment management, retirement planning, tax services, business management, and family office services. As a Barron's-ranked independent advisory firm, they combine personalized wealth advice with a network of specialized professionals to address clients' complete financial picture and life goals.