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Best Financial Advisors in Everett, WA

Our Recommended Top 10

We did the research for you!

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

32Reviewed

23Curated

10Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Everett, 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 Everett. 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
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Investment Management
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Everett, WA
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

4605 116th Street Southwest, Mukilteo, WA 98275

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Rainier Wealth Management LLC is a full-service financial management company that serves clients in Everett. The firm assists individuals and businesses in every facet of their financial lives. Its financial planners follow a six-step financial planning process that consists of establishing client-partner relationships, determining clients' financial goals, analyzing their current financial status, developing financial plans, implementing financial strategies, and monitoring financial activities. Rob Martin, the company's founder, has been in the financial industry for over 23 years.

  • Certified Financial Planner (CFP)

1604 Hewitt Ave., Suite 704, Everett, WA 98201

Expertise.com Rating

Review Sources

Facebook
5.0 (3)
Yelp
5.0 (1)

Why choose this provider?

For over 15 years, Bailey Wealth Services has been assisting clients in the Everett metro. It helps individuals plan for various areas, including tax, retirement, insurance, and investment. The company conducts activities like cash flow analysis to assess its client's financial situation. It also offers services for businesses, including executive compensation and cash management. A. Sean Bailey, the company's founder, serves as a member of the Financial Planning Association. He is a registered principal at the San Diego-based firm LPL Financial.

  • Certified Financial Planner (CFP)

601 Union St. Suite 5050, Seattle, WA 98101

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Serving Everett and the surrounding communities, Wedbush assists clients in achieving success through financial planning. It involves assessing objectives, creating goals, executing plans, and monitoring accounts. The firm also provides investment solutions for individuals and institutional investors, including stocks, bonds, and mutual funds. With more than 60 years of experience, Wedbush has over 100 offices and more than 400 investment professionals across the country. The diverse professionals at the firm speak more than 30 languages.

  • Financial Planning
  • Retirement Planning
  • Wealth Management

2911 Bond St Suite 200, Everett, WA 98201

Expertise.com Rating

Review Sources

Google
3.7 (3)
Facebook
5.0 (1)

Why choose this provider?

Madrona Financial Services, LLC, has been providing services in the Everett metro and nearby areas since 1999. It offers investment management solutions to help families and individuals secure financial protection. The company creates customized financial plans to minimize investors' tax liabilities. It also handles estate planning services, which include the consolidation of clients' investment accounts and important documents. CEO Brian Evans is a CPA who has been in the industry for more than three decades.

  • Certified Financial Planner (CFP)

18300 Redmond Way #250, Redmond, WA 98052

Expertise.com Rating

Review Sources

Google
4.6 (9)
Yelp
5.0 (1)

Why choose this provider?

The Retirement Solution Inc. (TRS) is a financial planning company that serves clients in Everett and neighboring communities. As the name implies, it caters to incoming and current retirees looking for secure funds for their post-career life. The company reviews each client's existing income to help them find profitable investments or payment plans. It can also help clients secure benefits for Social Security or medical emergencies. TRS has been featured on channels like Fox, NBC, and CBS.

  • Retirement Planning

2008 123rd Avenue NE, Lake Stevens, WA 98258

Expertise.com Rating

Why choose this provider?

Larsen Financial Services helps Everett locals in strategizing how to achieve their wealth and economic goals. It assists in identifying retirement income plans and financial strategies to accumulate sources of funds and protect assets from liabilities. The firm's agents collaborate with individuals and their advisors in planning estates and legacies. In addition, they inform clients about business succession and transfer of the company to another party. Jan Larsen, the owner, is a Chartered Life Underwriter and a Chartered Financial Consultant.

  • Financial Planning

2825 Colby Avenue, Suite 201, Everett, WA 98201

Expertise.com Rating

Why choose this provider?

Leach Wealth Strategies Group focuses on informing clients in Everett about how to make successful investments. It tries to understand the objectives and risk tolerance of every person in order to recommend which types of investments—like bonds, stocks, and mutual funds—to combine. Together with other D.A. Davidson & Co. professionals with knowledge in estate planning, insurance, and retirement, the firm helps clients in developing plans to reach their long-term goals. Senior vice president Daniel Leach has CFA and CWS certifications.

  • Finance Planning

1604 Hewitt Avenue Suite 311, Everett, WA 98201

Expertise.com Rating

Why choose this provider?

Mainspring Wealth Advisors LLC serves clients in the Everett metro. It provides individuals and families with comprehensive financial planning and personalized wealth management services. It also caters to business owners and assists them in creating strategies to preserve their business, diversify their asset base, and efficiently manage employee benefits. In addition, it helps pre-retirees understand how well their retirement funds are doing. One of the company's financial planners, Caroline Alabach, has more than 31 years of experience in the financial services industry.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Fortis Financial Group
Everett, WAFree Consultation
SmartAdvisor by SmartAsset
Everett, WAFree Consultation
Rainier Wealth Management LLC
4605 116th Street Southwest, Mukilteo, WA 98275
Bailey Wealth Services
1604 Hewitt Ave., Suite 704, Everett, WA 98201
Wedbush
601 Union St. Suite 5050, Seattle, WA 98101
Madrona Financial Services, LLC
2911 Bond St Suite 200, Everett, WA 98201
The Retirement Solution Inc.
18300 Redmond Way #250, Redmond, WA 98052
Larsen Financial Services
2008 123rd Avenue NE, Lake Stevens, WA 98258
Leach Wealth Strategies Group
2825 Colby Avenue, Suite 201, Everett, WA 98201
Mainspring Wealth Advisors LLC
1604 Hewitt Avenue Suite 311, Everett, WA 98201

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.

  • Why work with a financial advisor who is also a Certified Financial Planner (CFP) in Everett, WA?

    Everett CFPs are held to higher standards of ethics and competence compared to advisors without credentials. To become a CFP, the financial advisor must be a bachelor’s degree holder and trained in multiple financial aspects, from general principles to employee benefits, retirement, estate, and insurance planning. Then the advisor must pass a 10-hour CFP® Board exam. The CFP credential also comes with adherence to the CFP® Board’s Code of Ethics and Professional Responsibility, which includes fiduciary duty to the client.

  • Can a financial advisor help you survive a market crash in Everett, MA?

    An Everett financial advisor can create a protection plan, so your wealth can be sustained through risks like market crashes or lawsuits against your business. Protection planning may include testing contingency scenarios, optimizing your umbrella insurance policies, getting identity protection, and establishing an income plan for a market crash. The advisor can also prepare a financial plan to maintain your surviving spouse's lifestyle if the unexpected happens.

  • What should you do with your employer-provider retirement savings plan if you change jobs in Everett, WA?

    You can roll over your retirement savings to an IRA account, so your fund can continue to grow tax-efficient. Transferring your savings into your new employer’s retirement plan is also an option if you like how the employer’s plan is being administered. This also eliminates the need to monitor multiple retirement accounts. Speak to a local financial advisor in Everett to find out more tax-advantaged ways to handle retirement plans.

  • How does tax loss harvesting benefit your investment portfolio in Everett, WA?

    You can counteract Washington's capital gains tax through tax loss harvesting. This procedure involves selling investments for a lower price than what you originally bought them for (a capital loss). You can then deduct these capital losses from your taxable capital gains up to $3,000. The good thing about this strategy is you can use losses in excess of $3,000 to offset capital gains in the next tax years. Ask your Everett financial advisor about using this strategy.

  • Can you stop working with your Everett financial advisor after your financial plan is created?

    You can choose to do so, not all financial advisors in Everett work on retainer. However, it is recommended that you maintain a working relationship with your advisor to conduct yearly reviews of your plan progress. Having a financial advisor who already understands your goals is useful when you need your plan modified or your investment portfolio augmented to accommodate life changes like a marriage or retirement.

  • 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.