The Best Financial Advisors in Seattle

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Seattle Financial Advisor

Fortis Financial Group

Fortis Financial Group is provide Customized financial planning for tech professionals and everyday millionaires Independent Fee-Based Financial Advisor in Seattle.

We act as a guide and advocate for you to help you conquer your goals by building a customized road map with action steps all along the way.

We start from a different place. Our technology clients want to focus their energy on their core profession and know they have a team behind them looking out for their best interest. Our Total Wealth Solution provides a unique approach to helping Technology Professionals manage investment accounts as well as stock grants, RSUs, stock options, ESPP, rental real estate opportunities, minimizing taxes and optimizing the use of debt.

FOCUSED ON TECH PROFESSIONALS

Our core business is to provide financial solutions to professionals working at tech companies

COMPREHENSIVE SOLUTIONS

We provide solutions across all areas of your financial life to make managing and growing your Total Wealth easier

FIDUCIARY STANDARD

As an independent firm, we adhere to the fiduciary standard. This means we only make recommendations that are in your best interest.

STRONG TEAM OF DIVERSE SKILLS

We have a team of CFPs, CFAs and CPAs to provide in-depth planning, institutional-level investment knowledge and specialized tax insights.

1300 114th Ave SE Suite 220 Bellevue, WA 98004

2020 Financial Planning LLC

2020 Financial Planning provides fee-only, goal-based planning for successful Seattle area professionals who place a premium on having a tailored, comprehensive Financial Plan that puts their financial future into focus. As a Fee-Only Financial Planner, we receive no commissions or fees from financial products or promotions. We receive compensation exclusively from one source: Our clients. We have always been a Fiduciary: Our clients’ best interests inform each recommendation we make.

Identify
What is your vision for your future? Employing a collaborative process, we work with you to put the goals that matter the most into focus.

Educate & Empower
What do you need to know to pursue your vision? Knowledge is power, so it’s crucial to who we are that you understand the mechanics of how to achieve what’s important to you.

Implement
Where do we go from here? A plan is only as good as it’s execution, so we walk alongside you to implement your plan so you can pursue your vision for your richest life.

Services

Financial Roadmap
For clients seeking a goals-based financial roadmap incorporating all aspects of their life where money exerts an influence.
Hourly Financial Planning
For a client with less complexity in their financial life. Since the same due diligence is required for each client, the financial planning process also applies to an hourly model. Fee: No asset minimum. By the hour. 6 hour minimum.
Investment Management
Modern Portfolio Theory and a hybrid of passively and actively managed funds, including DFA funds, are utilized after establishing an evidence-based investment policy with a client. Clients’ accounts are held in custody with an independent 3rd party brokerage firm.

1700 7th Avenue, Suite 2100, Seattle, WA 98101

Avier Wealth Advisors

At Avier Wealth Advisors, we place great value in the quality of the relationship we have with you. We want you to be confident that our only incentive is to do what is in your best interest. We adhere at all times to the highest fiduciary standard of care and strive to earn your trust through transparent processes and honest communication. Our fee-only compensation model means that we receive payment for our asset management services from only one source—you. Our clients value our open approach, and we value their continued loyalty.

INTEGRATED APPROACH

Our integrated approach places investment management within the context of a comprehensive financial plan, which means that your portfolio is aligned with your risk profile and tailored to help you work toward your life goals. With our goal of consistently and efficiently capturing market returns, we diversify your portfolio across multiple asset classes and within multiple investment styles. We do this by utilizing time-tested strategies developed by leading academic institutions to optimize investment portfolios over time.

INDEPENDENCE

As an independent registered investment advisory firm, we are under no obligation to push proprietary products or meet quotas. When you work with us, you can expect unbiased financial advice based on your needs, not the needs of a large brokerage firm or its shareholders. We actively explore investment strategies from multiple sources, not just a single money manager or custodian. Our strategic partners offer globally diversified opportunities typically available to only large pension plans and other institutional investors.

EDUCATION

We know from experience that informed investors are the most successful investors. That’s why we seek to educate and inform through regular client meetings, reports, workshops, webinars and our website. Unlike firms who limit their client base to high-net-worth individuals who already have a deep understanding of the financial services industry, we strive to provide clients who are in the process of accumulating wealth with the knowledge they need to put their money to work with discipline and direction.

Avier Wealth Advisors 10655 NE 4th Street, Suite 508 Bellevue

BBJS Financial Advisors, LLC

At BBJS Financial Advisors, LLC our clients receive personal service focused on how to best reach their goals. Our investment philosophy embraces the tenets of proper asset allocation, tax efficient strategies and academic research.

Our approach of getting to know our clients and understanding their needs allows us to tailor a unique and comprehensive financial plan and investment strategy that provides clarity to their financial mission. As fiduciaries our clients’ needs come first and we do not receive any compensation or commissions from outside parties that compromise our role as client advocates.

BBJS Financial Advisors, LLC may service clients residing anywhere in the United States. The investment advisor, broker-dealer, salesperson or representative in question may not transact business in Washington unless appropriately registered, or excluded or exempted from such registration. We are an investment advisor registered in Washington and California.

Where You Are
We create financial strategies tailored to your goals.

Where You Want To Be
Years of experience have prepared us to guide you through your life transitions.

How You Get There
We believe values matter, and we live by ours every day.

1501 Fourth Avenue Suite 2880 Seattle

Carlton & Company Financial

At Carlton & Company Financial, an independent and privately owned company, communication and trust are front and center. Our specialty is providing financial planning and investment management services with a personal touch that encompasses your core values and financial goals.

Retirees and those getting ready for retirement

We specialize in retirement preparation and providing lasting relationships with those in retirement. This includes planning and strategies, portfolio management and organization, account structure and titling, legacy and generational wealth planning.

Professionals

Life is busy and it is easy to put off important decisions. We work closely with people who want a knowledgeable, experienced advisor as an advocate on financial direction and planning.

Those seeking a financial advocate and trusted advisor

Many value an experienced and trusted advisor to guide them through financial choices. We offer personalized service and are dedicated to helping people achieve their goals.

Services

Financial Planning
Planning clients are ready to clarify, simplify, and organize their financial life. They see the value in partnering with an experienced Advisor to define goals, analyze options, make informed decisions, and implement strategies to reach their financial goals.
Investment Management
Investor clients seek professional expertise and support to align their investment strategies with their financial goals. They see the value in partnering with experienced Advisors to design, implement and manage an investment strategy, including investment research, analysis and selection.
Situational Financial Planning
Perfect for people seeking a targeted solution to specified goal or situation. They desire a financial concierge to assist them in assessing or coordinating a particular concern.

2107 Elliott Ave, Suite 305 Seattle, WA 98121

Comprehensive Wealth Management

Comprehensive Wealth Management is a Pacific Northwest wealth-management firm that partners with clients to articulate and pursue their lifestyle goals. Our high-touch, client-focused investment planning and implementation makes us the first call for executives, business owners and other thoughtful investors looking to prudently strengthen their financial health holistically and intentionally.

With a singular focus on exceptional customer service, our empowered team of advisors and engaged professionals offers personalized wealth management services to align with your lifestyle goals at every stage of life.

CWM team members are proactive, engaged and completely invested in our clients’ success. We work hard to deliver the absolute highest level of client service.

Importantly, we’re equally invested in our team members. We enjoy working together. We foster an environment that encourages professional and personal growth, from offering one-on-one professional coaching to our annual team retreat. As a result, we foster long tenures and we’re proud of it.

Services

We offer a comprehensive suite of services to help develop a cohesive, prudent strategy for your financial management.

Personal Wealth Management
Qualified Business Planning
Investments
Estate Planning
Family Steward Services

3500 188th St. SW, Suite 102 Lynnwood

Goddard Financial Planning

Goddard Financial Planning simplifies the lives of everyday people and their families by delivering the personal financial plans and investment advice they need, at the intervals they choose, with transparent pricing.

Why Goddard?

Goddard Financial Planning is not your average financial services company.

As fiduciaries, we put our clients’ interests first. Our model is different than most other financial services firms as we determine the cost based on the complexity of your individual situation. Using this approach we have helped thousands of clients plan their financial futures.

OUR APPROACH

We Work For You – And Only You
By working only for you we avoid any potential conflicts of interest – we do not receive compensation from third parties such as mutual funds or insurance companies.
Transparent Pricing
The way we price our service is simple and straight forward. Fees are based on the amount of time it takes for the planner to complete and present the work outlined in your project scope.
Clients in All Ages And Stages
Our clients come to us from a wide-range of starting points. Whether you are young and building assets for the future, or mature and seeking to protect, enjoy, and pass on the assets you have, we are eager to help with straightforward, professional advice.
A Flexible Approach
Our clients engage us for comprehensive financial planning advice. Once the initial plan has been developed, clients return annually or on an as-needed basis; as often or as infrequently as you choose.
We Are A Team
Our staff of professional planners each have unique and diverse backgrounds. No one planner can be an expert in all areas; a strong collaborative approach allows each planner to leverage collective knowledge.

1200 Westlake Avenue North, Suite #603, Seattle

Kaizen Financial Advisors, LLC

Our Philosophy
Kaizen means “improvement” or “change for the better.” It refers to a philosophy or practice that focuses upon continuous improvement of processes, a concept that has been applied in fields as diverse as healthcare, life-coaching, and finance.

Expertise
Specializing in investment planning, financial planning, and risk management, we’ve got your bases covered. Find out how our expertise can improve your financial life.

Relationships
Our relationship with you is like a road trip. First, we discover your destination: What are your goals? What do you hope to achieve with your wealth?

OUR SERVICES

We provide sound wealth management by offering investment planning, financial planning, and risk management services to answer your big questions.

Investment Planning
We take a long-term view to investing, employing diversification to balance risk and matching your risk tolerance with an appropriate portfolio.
Financial Planning
Life is more than stocks and bonds. We advise you on everyday financial decisions as well as those once-in-a-lifetime choices.
Risk Management
We help you mitigate a variety of risks by matching you with the right type of insurance and coverage to protect your hard-earned assets.
Retirement Planning
At Kaizen, you’ll have the peace of mind that comes from having professional retirement planning expertise on your side.
Retirement Plan Services
We are focused on bringing superior retirement plan services and customized 401 (k) plans to small and mid-sized businesses and their employees.
Charitable Giving
When it’s time to give back, we will help you decide the most efficient way to contribute based on your investment situation.

4030 Lake Washington Blvd NE, Suite 308, Kirkland

Larson Financial Group, LLC

As trusted counselors Larson Financial Group partners with goal-oriented families to navigate life transitions, advancing their values, assets and legacy.

We help our clients identify where they want to go, offer advice on how to get there, and help them maintain a disciplined strategy to work towards their dreams.

We provide comprehensive financial planning and asset management services for individuals, families and non-profit organizations.

Our services include hourly consultation, comprehensive planning and fee-based investment management.

Where do we begin? Give us a call to arrange a complementary conversation with Bill Larson – either by phone or in our office.

Services

Investment Management
Independent market research
Advanced portfolio and investment analytics
Access to a wide range of investment products
Portfolios customized to individual client needs
Risk aware approach
Financial Planning
Comprehensive financial planning
“Second opinion” reviews
Family cash flow and budget analysis
College savings planning
Advanced tax planning
Retirement Planning
Retirement projections
Social Security strategies
Roth conversion analysis
Business exit planning
Legacy Planning
Philanthropic strategies
Advanced estate planning
Family trusts
Foundation and endowment guidance
Risk Management
Single stock risk management
Long-term care financing strategies
Insurance and risk management for families
Meaningful Communication
Frequent updates on changing market conditions
Education on a wide variety of financial topics
Assistance and guidance through periods of personal or family transitions

4025 Delridge Way Southwest Suite 560 Seattle, WA 98106

Laurus Financial Group

As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.

While developing a customized financial plan, we will walk you through a step-by-step process that will identify your unique goals and values. We will then customize a financial plan to match your risk tolerance and personal investment objectives. Our team approach to financial planning assures you have the experience and expertise of each financial planner rather than one perspective. Periodic reviews will help ensure your financial plan remains on course.

Services

Financial Planning Solutions
Retirement Income Planning – “Income Conductor”
Investment Products
Group and Individual Retirement Plans
Insurance and Annuity Products
Small Business Solutions

501 S. 336th Street Suite 202 Federal Way

The Best Financial Advisors in Seattle

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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