Areas served: Kirkland, WA and surrounding Eastside communities including Redmond, Bellevue, and Woodinville
Kirkland's financial advisory landscape reflects the city's blend of tech-sector professionals, established families, and retirees from companies like Google and Microsoft seeking sophisticated wealth management. The concentration of high-net-worth individuals has attracted both independent Registered Investment Advisors (RIAs) and wealth management teams from national firms, creating a competitive market with diverse fee structures and service models. Local advisors commonly specialize in equity compensation planning, tax-efficient portfolio management, and cross-border financial strategies for the area's internationally mobile professionals.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Sound Planning Group is the top-ranked financial advisor in Kirkland with a Lantern Score of 85.44/100 and a 5-star rating based on 282 reviews. They specialize in retirement planning, wealth management, and personalized income strategies for individuals, families, pre-retirees, and retirees.
Avier Wealth Advisors (Lantern Score: 83.78/100) specifically specializes in serving Microsoft and Amazon employees, as well as high-earning tech professionals with equity compensation. Millennial Wealth, LLC (Lantern Score: 74.82/100) is another option, focusing on tech industry professionals and young professionals building wealth.
Several top-ranked options serve business owners, including Kevin J. Pentz CFP and Wealthmark Advisors (Lantern Score: 84.36/100), Alterra Advisors (Lantern Score: 83.75/100), and Gevers Wealth Management (Lantern Score: 83.51/100), all offering comprehensive wealth management and retirement planning tailored to business owners' needs.
TrueWealth Financial Partners (Lantern Score: 82.11/100) is a fee-only fiduciary financial advisor based in Bellevue specializing in comprehensive retirement planning. Millennial Wealth, LLC (Lantern Score: 74.82/100) is another fee-only option founded on fiduciary principles, serving tech professionals in the Seattle area.
Based on current data, none of the 24 financial advisors in the Kirkland area are open on weekends. All advisors operate on standard weekday business hours.
Sound Planning Group (Lantern Score: 85.44/100) is highly rated for retirees and specializes in retirement income strategies and wealth management. Leverage Planners (Lantern Score: 80.75/100) is another excellent option, specifically focused on retirees and those in the transition to retirement with expertise in income security and long-term care planning.