Best Financial Advisors in Bellevue, Washington

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Boone Wealth Advisors is an independent financial advisory firm serving Bellevue and the greater Seattle area. They provide comprehensive wealth management, retirement planning, and financial consulting to help clients build and protect their assets. Their team focuses on personalized strategies tailored to individual financial goals and life circumstances.

McKay Wealth Management is an independent financial advisory firm in Renton serving clients from startup to retirement. They specialize in creating customized financial plans tailored to each client's unique goals, emphasizing transparent, jargon-free advice and compassionate service. The team helps clients understand their current financial situations, set achievable goals, and build confidence in their money decisions.

Coldstream is an independently owned RIA (Registered Investment Advisor) in Bellevue serving clients for over 29 years. They offer comprehensive financial services including wealth management, retirement planning, estate management, tax optimization, risk management, and specialized services for high-net-worth individuals and families. As true fiduciaries with no corporate ownership, their advisors are focused solely on clients' interests rather than product sales.