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2024

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Best Financial Advisors in Auburn, WA

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Auburn Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

23Reviewed

16Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Auburn, WA
WebsiteLicense: 6169300

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Fortis Financial Group is an independent, fiduciary financial advisory firm in the Pacific Northwest that provides financial planning solutions to people in Auburn. Its team of wealth management professionals is composed of CFPs, CFAs, and CPAs, providing clients with direct access to the company's financial group. Its consultants offer financial planning, scenario analysis, institutional-level investment insights, and tax advice across financial management areas to help technology professionals manage and grow their portfolios. Fortis’ mission is to enrich customers' lives through financial security and freedom.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Retirement Planning
  • Investment Management

Auburn, WA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Auburn? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

1551 Broadway, 6th floor, Tacoma, WA 98402

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Financial Insights helps Auburn residents improve the quality of their lives through its wealth management solutions, which include investment monitoring, tax coordination, cash flow management, risk analysis, and estate planning and administration. Through a collaborative framework, the firm develops comprehensive plans that incorporate the client's financial objectives. It also guides young professionals in managing their finances and dealing with their economic struggles. Dorothy Lewis, who founded the company in 1981, is a Certified Financial Planner. She is also a member of the CFP Board.

  • Financial Planning

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

Expertise.com Rating

Review Sources

Google
4.0 (8)

Why choose this provider?

Established in 2017, 180 Wealth Advisors is a financial advisory firm serving entrepreneurs, executives, families, and professionals in Auburn. It provides customized wealth management solutions using a holistic approach that integrates estate, tax, and succession planning strategies. Its financial specialists help clients build wealth using market volatility to their advantage, create growing income streams for retirement, and distribute wealth according to their desires. Managing partner Darren Henke served as the senior vice president for Merrill Lynch's Private Wealth Division.

  • Finance Planning
  • Financial Planning

6703 South 234th Street, Suite 110, Kent, WA 98032

Expertise.com Rating

Review Sources

Google
5.0 (12)

Why choose this provider?

Clarity Capital Management is a team of financial advisors that focuses on developing financial plans for federal employees, educators, corporate professionals, and business owners. Serving clients in Auburn and across the country, the company offers wealth management guidance, bookkeeping, and payroll services. The president, Matthew Bumstead, has been in the financial advisory industry since 2003. He named the firm Clarity Capital Management as an embodiment of its advisors' approach, which entails continuously explaining matters in layman's terms and clarifying clients' financial goals and retirement plans.

  • Tax Planning
  • Financial Planning

4440 S 160th St, Tukwila, WA 98188

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

Alder Cove Capital, LLC, is an independent financial advisory firm catering to individuals in Auburn and the greater Seattle area since 2014. It offers one-time financial planning services and ongoing portfolio management. The company helps clients secure their financial assets while comparing long-term goals to their current income, expenses, and savings to properly allocate their investments. Founder Tyler Linsten is a member of the XY Planning Network and serves as a board member at the Waterfront Federal Credit Union in Seattle.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Fortis Financial Group
Auburn, WAFree Consultation
Financial Insights
1551 Broadway, 6th floor, Tacoma, WA 98402
180 Wealth Advisors
I-5 Technology Center, 32125 32nd Avenue South Suite 100, Federal Way, WA 98001
Clarity Capital Management
6703 South 234th Street, Suite 110, Kent, WA 98032
Alder Cove Capital, LLC
4440 S 160th St, Tukwila, WA 98188

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can parents and their adult children benefit from collaborative family planning in Auburn?

    With collaborative financial planning, Auburn parents and their adult children can eliminate surprises down the road. When an estate is carefully organized, children can be guided by the estate plan the moment a crisis strikes, which can be sudden death or incapacity. They cannot be caught off-guard, can avoid possible family misunderstanding, and save time and money with legal proceedings. Parents can also ensure their wishes and legacy plans can be carried out accordingly.

  • How can farmers in and around Auburn choose an advisor for options trading or commodity futures?

    Go to the website of the National Futures Association and use its BASIC search tool to verify if the advisor in Auburn is registered with the Commodity Futures Trading Commission. If the advisor is not registered, find another one to avoid potential financial disasters. Always check fees and commissions, the advisor's credentials, the contract agreement, and any disciplinary history. Be on the lookout for advisors who promise huge returns or insider connections, do not communicate properly, and pressure you into acting quickly.

  • What is advanced fee fraud in cryptocurrency investing in Auburn?

    Advanced fee fraud works by asking an Auburn investor to give money upfront before they can invest in cryptocurrency assets. The fraudulent fee can be stated as an underwriting fee, deposit, regulatory fee or tax, incidental expenses, and commission. Fraudsters may even use lawyers or escrow agents to accept payments and make the transaction look legitimate. Once victims give their money, they often discover that the investment is bogus or that they are ineligible for returns.

  • Is there a way to verify the filing of a securities company in Auburn?

    Call the Washington State Department of Financial Institutions at 1-877-746-4334 to verify the company license. There are options for non-native speakers to ask for assistance in their language. You can also use the Securities Licensee Database to look up online the mutual fund investment company in Auburn. You would need the file or license number.

  • Can an Auburn individual contribute to pretax and Roth IRA in the 457(b) Deferred Compensation Program?

    Yes, an Auburn individual can contribute to both or either under the Washington Department of Retirement Systems starting October 1, 2023. However, the total contribution for both must comply with the IRS's yearly limits. To start contributing to Roth, an individual new to the 457(b) Deferred Compensation Program can complete the enrollment form. If the individual is not new, they can use their online account to make contributions to Roth IRA.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.