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Best Financial Advisors in Renton

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Renton, WARenton, WA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Renton, WARenton, WA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

I-5 Technology Center, 32125 32nd Avenue Suite 100, Federal Way, WA 98001
Federal Way, WA 98001
  • Retirement Planning

180 Wealth Advisors is a fiduciary financial advisory company that guides clients on wealth management, financial planning, and investing. It serves entrepreneurs, retirees, high net worth clients, and families in Renton and nearby areas. Listed in the SEC as Registered Investment Advisors (RIA’s), its team members assist clients with taxation, insurance, estate planning, retirement options, investment portfolios, and personal finance. Co-founders Darren N. Henke and Richard W. Buchan are Certified Financial Planners, and senior wealth manager Sylvia Parker is a Chartered Retirement Planning Counselor.

I-5 Technology Center, 32125 32nd Avenue Suite 100, Federal Way, WA 98001
Federal Way, WA 98001

Website(253) 394-0720

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4440 S 160th St, Tukwila, WA 98188
Tukwila, WA 98188
  • Finance Planning

For over six years, Alder Cove Capital, LLC, has been serving clients in Renton. It creates financial plans for individuals to help them meet their retirement goals. The company also provides financial recommendations to help clients with issues involving taxes. Its other services include portfolio management, and it has experience advising individuals on stocks. Tyler Linsten, the company's founder, is a certified Chartered Financial Analyst from the CFA Institute. He volunteers as a board member for the non-profit organization Waterfront Federal Credit Union.

4440 S 160th St, Tukwila, WA 98188
Tukwila, WA 98188

Website(206) 290-0759

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

500 108th Ave NE #1700, Bellevue, WA 98004
Bellevue, WA 98004
  • Financial Planning
  • Wealth Management

Alterra Advisors is a provider of wealth management services to clients in Renton. Based on the individuals' needs, goals, and preferences, its agents develop financial plans that cover cash flows, debts, investments, insurances, and tax implications. In addition, they help with estate and legacy planning, collaborating with accountants and attorneys to devise estate plans with no significant tax liabilities. Partner Grant Monson is a Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter.

500 108th Ave NE #1700, Bellevue, WA 98004
Bellevue, WA 98004

Website(425) 749-3300

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2821 Northup Way, Suite 120, Bellevue, WA 98004
Bellevue, WA 98004
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Integrity is a Registered Investment Advisor that serves clients in Renton and its surrounding areas. It assists individuals in wealth management matters such as investment management, estate planning, income planning, credit and debt management, and tax optimization. The company also helps clients find a life insurance plan that can be used for tax diversification and wealth accumulation. Kristofer Gray, the founder of Integrity, is a Chartered Retirement Plan Specialist, a Certified 401(k) Professional, and a Certified Financial Planner.

2821 Northup Way, Suite 120, Bellevue, WA 98004
Bellevue, WA 98004

Website(800) 794-4015

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033
Kirkland, WA 98033
  • Investment Management
  • Financial Planning

Kaizen Financial Advisors, LLC is a firm serving Renton. Its services focus on financial and investment planning and risk management. It advises clients on best utilizing their assets and recommends investment strategies to maximize their wealth. It includes assisting them in developing portfolios and using diversification to balance risks. It also offers insurance products that help ensure assets are financially covered and protected. Other services include retirement planning and handling customized 401(k) and retirement plan services for businesses.

4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033
Kirkland, WA 98033

Website(425) 321-5800

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4444 NE Sunset Blvd, Suite 2-034, Renton, WA 98059
Renton, WA 98059
  • Finance Planning

Serving Renton, Kirkland Financial Advisers partners with individuals in preparing financially for their future. Its team takes the time to get to know each client's financial situation. From there, they present suitable recommendations for clients to achieve their financial goals. They also regularly update clients with the performance of their investments and make necessary updates if there's a change in the client's circumstances. The firm was established in 1998 by both Investment Adviser Representatives, Tim Bovey, and Shaun Dean.

4444 NE Sunset Blvd, Suite 2-034, Renton, WA 98059
Renton, WA 98059

Website(425) 820-4384

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

801 Second Avenue, Suite 1600, Seattle, WA 98104
Seattle, WA 98104
  • Tax Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)
  • CFA Charterholder
  • Financial Planning
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Laird Norton Wealth Management is an independent firm established in 1967. The company provides financial solutions to individuals, families, and foundations in Renton and its surrounding communities. Its advisors work with clients’ accountants in arranging income, capital, gift, and estate taxes. The firm’s financial experts assist investors in diversifying their assets in private markets with due diligence in mind. The team also handles RFP activities for non-profits, investment management, and trust and estate planning services.

801 Second Avenue, Suite 1600, Seattle, WA 98104
Seattle, WA 98104

Website(206) 464-5100

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1420 5th Ave #2200a, Seattle, WA 98101
Seattle, WA 98101
Instagram
  • Certified Financial Planner (CFP)

Since its founding in 2000, Mission Wealth has been helping clients in Renton and neighboring areas maximize their financial wealth and security. With a focus on retirees, professionals, and business owners, the firm's team of Certified Financial Planners provides financial planning, estate planning, investment management, risk management, and tax optimization services. Mission Wealth has received numerous accolades and recognitions, including the Top 300 Financial Advisors by the Financial Times and the Top Registered Investment Advisory Firms by the Financial Advisor Magazine.

1420 5th Ave #2200a, Seattle, WA 98101
Seattle, WA 98101

InstagramWebsite(206) 880-7844

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

14410 Bel-Red Rd. Suite 110, Bellevue, WA 98007
Bellevue, WA 98007
  • Financial Planning

Pacific Financial Advisors is a practice serving clients in Renton. It has over 40 years of history in providing comprehensive financial planning, investment advisory, and estate planning services to individuals and families. The firm also offers retirement planning services through an approach with four core pillars, namely estate, tax, income, and investments. Ross Wolf, the president and managing partner, is licensed in multiple disciplines under financial planning and serves as an educator to other professionals in Washington.

14410 Bel-Red Rd. Suite 110, Bellevue, WA 98007
Bellevue, WA 98007

Website(425) 458-2773

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

10801 Main Street Suite 201, Bellevue, WA 98004
Bellevue, WA 98004
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Since 1986, the Paul R. Ried Financial Group, LLC, has been helping Renton clients. The company develops strategic financial plans for individuals that touch on various aspects, including pre-retirement, post-retirement, Medicare, and Social Security. It also maintains Investment Insights, an online resource page that contains market information from firms like Vanguard and Franklin Templeton. The company has experience educating Boeing employees on layoff and retirement benefits. Its president and CEO, Paul Ried, served as a corporate officer for the American manufacturing company PACCAR.

10801 Main Street Suite 201, Bellevue, WA 98004
Bellevue, WA 98004

Website(425) 646-6777

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

33600 6th Avenue South Suite 230, Federal Way, WA 98003
Federal Way, WA 98003
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Wealth Management

Based in Federal Way, Sherif J. Awad caters to clients throughout the Renton area. He works with the multinational investment bank Raymond James to provide financial advisory services for families. Awad guides his clients through the process of retirement and estate planning. He also develops cash flow and income strategies and addresses issues related to Social Security and annuities. Awad holds a Certified Financial Planner designation from the College for Financial Planning. He has over two decades of industry experience.

33600 6th Avenue South Suite 230, Federal Way, WA 98003
Federal Way, WA 98003

Website(253) 517-7416

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Seattle, WASeattle, WA
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Sound Foundation Wealth Advisors assists clients in Renton in making financial decisions for a desirable future. It guides individuals in diversifying their portfolio of investments, advising them about the risks and dealing with the challenges. The agency specifically works with medical practitioners and tech professionals, helping them put their financial affairs in order and grow them in preparation for retirement. Independent financial advisor Nathan C. Downs is an Accredited Investment Fiduciary and Certified Retirement Counselor.

Seattle, WASeattle, WA

Website(360) 903-5301

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3900 East Valley Road, Suite 202, Renton, WA 98057
Renton, WA 98057
  • Investment Management
  • Financial Planning
  • Wealth Management

For over a decade, Tremper & Roper has been helping clients across Renton. The company assists individuals through financial planning and counsels them on issues related to insurance and taxes. It also educates clients on pre-retirement and post-retirement strategies. The company's other services include estate planning and investment management. James Tremper, one of the firm's professionals, has over three decades of experience in the financial services industry. He serves as an Investment Adviser Representative at the Pennsylvania-based firm Lincoln Investment.

3900 East Valley Road, Suite 202, Renton, WA 98057
Renton, WA 98057

Website(425) 251-5910

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

29 148th Avenue Southeast, Bellevue, WA 98007
Bellevue, WA 98007
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Wealth Management
  • Chartered Financial Analyst (CFA)

WaterRock Global Asset Management offers financial advice to clients in Renton to help them achieve their wealth objectives. Its advisors spend time with clients to discuss and learn more about their situations. They pay attention to the background, household, goals, and desires of individuals in order to create financial plans, balance sheets, and income statements. The company's financial advisors recommend strategies to manage and grow investments and face the associated risks. Jason Semone formed WaterRock Global Asset Management in 2009.

29 148th Avenue Southeast, Bellevue, WA 98007
Bellevue, WA 98007

Website(425) 698-1463

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

28 (Best)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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