Best Financial Advisors in Seattle, WA

Mercer Advisors addresses the financial challenges of individuals throughout the Seattle area. For more than four decades, the firm has been helping clients manage their investments and finances by comprehensively reviewing their financial documentation. Its team of wealth advisors looks at people's income sources and debts and evaluates their risk tolerance in investments before creating a financial plan. They also assist in tax, education, estate, and retirement planning. Since its establishment, Mercer Advisors has managed over $59 billion in client assets.

Ignite Financial Planning caters to individuals and families across the Seattle metro. It is an independent firm dedicated to helping clients understand and manage their finances to reach certain life goals. It teaches financial strategies that aid in repaying student loans, buying home properties, reducing taxes, and building long-term investment portfolios. Riley Poppy, the company's founder, is a Certified Financial Planner and serves as a CFP board mentor supporting other professionals in the financial planning community.

Mainspring Wealth Advisors LLC is a financial advisory agency that serves Seattle and the surrounding areas. It caters to different types of clients, including business owners, families, and pre-retirees or retirees. The firm offers a wide array of services, including asset preservation, cash flow maximization, charitable giving, tax mitigation, and wealth preservation and transfer. Mainspring Wealth Advisors has been in the business since 2013. Kevin Skogen, the CEO, holds various designations, such as Certified Financial Planner and Chartered Financial Consultant.

Comprehensive Wealth Management (CWM) is a firm that collaborates with clients in the Pacific Northwest. As a financial planning and wealth management firm, CWM helps clients clearly identify and pursue their lifestyle goals by utilizing a family-oriented approach. It offers high-touch, client-focused investment planning and implementation that helps strengthen the client’s financial health. It also covers insurance planning, tax strategies and coordination with tax advisors, and portfolio management. President Shilo Lockett and her team collectively bring decades of experience in financial services.

S.R. Schill & Associates is a Mercer Island family-run business that has been serving clients for over 28 years. The business serves business owners, individuals, families, and endowments and foundations. Services include financial planning, wealth management, and financial advisory. S.R. Schill & Associates provides tax strategies, asset protection, estate planning, business succession planning, charitable strategies, and retirement planning. The business provides free notary service to clients in Mercer Island.

SoundView Advisors is a Pacific Northwest wealth management firm that serves clients in Seattle. It helps clients in reaching their financial goals by guiding them on matters related to taxes, investments, and retirement. The firm practices financial life planning, which links a successful financial plan to a thorough understanding of a client's life plan. It takes on a limited number of clients to provide quality and continuous services. Co-owner Kevin Slater founded the firm in 2007 with the goal of providing thoughtful financial planning services.

Leonard Rickey Investment Advisors P.L.L.C. is a family-owned and family-operated financial advisory firm serving clients in Seattle. It offers a wide range of financial planning services that include wealth management, ESG portfolios, asset allocation, and cash flow management. The firm's financial advisors and planners offer a portfolio of individual stocks that suit clients' needs and preferences. As a way to give back to the community, the firm supports several organizations that include Southwest Rotary, Yakima Symphony, and Crime Stoppers.

WealthCollab is a wealth management firm serving Seattle clients. It offers financial planning and investment management services, including decision framework, strategic reviews, benefits analysis, tax-loss harvesting, and 401(k) allocation. Services for the family office are also provided. The firm has an online financial dashboard that provides 24/7 access to performance reporting and financial plans. It has been featured in different publications, such as Forbes and U.S. News & World Report. The founding principal, Daniel Frankel, is a Certified Financial Planner with ten years of expertise in the business.

Wiegand Financial Group has been serving clients in Seattle and the surrounding areas for more than 35 years. It offers retirement income planning and strategies that incorporate clients' income sources, such as pensions, rental property, and Social Security. It also empowers clients through distribution strategies, estate planning, investment management, and tax efficiency and strategy. Graham Miller, the owner, is a Certified Financial Planner. He has been leading the business since founder Andy Wiegand's retirement in 2019.

Alterra Advisors provides wealth management solutions to retirees, business owners, and working professionals in Seattle. Its team offers personalized financial plans designed according to clients' lifestyles, situations, objectives, and legacy & retirement plans. Its consultants assist its customers in planning for taxes, insurances, businesses, and estate & legacies. In addition, the business helps in transforming charitable intentions into action plans through its philanthropy services. The owners of Alterra Advisors are Certified Financial Planners. Its name comes from "alter," the Latin term for "altruism," and "terra," meaning land.

Olson Investment Advisors is a Seattle-based financial services company that helps clients in a wide range of areas such as investments, variable annuities, common stocks, brokerage accounts, and educational IRAs. The advisors also assist clients in attaining retirement goals through financial plans and address concerns regarding estate, college, and 401(k) plans. Dan Goldman, Olson Investment Advisors' portfolio manager and president, is a Certified Financial Advisor who joined the firm in 2006. He is a former senior financial analyst for Microsoft Corporation.

BBJS Financial Advisors, LLC, is an independent firm that caters to clients in Seattle and the surrounding communities. Its financial services include asset management, diversification and risk tolerance analysis, major purchase planning strategies, net worth calculation, and tax minimization. It also offers estate plan forecasting, investment management, and risk mitigation. William F. Serres, the owner, has been working in the financial services industry since 1997. He is a Certified Financial Planner and a member of the Financial Planning Association.

Arrivity Financial Planning is an independent team of financial advisors offering services to clients in Seattle and its surrounding areas. The firm provides financial planning services that help clients understand their financial situation and uses available investment opportunities. Its financial planning approach is personalized to suit each of its client's financial needs and interests. Nancy Dienes, the president of Arrivity Financial Planning, is a member of the National Association of Professional Financial Advisors and the Financial Planning Association of Puget Sound.

Madison Park Capital Advisors is a wealth management firm that serves individuals, families, and small businesses from Seattle and the surrounding areas. It utilizes tactical asset allocation strategies to help clients attain financial goals such as converting wealth to income, planning for retirement, and preparing for a major purchase. Co-founder Jeffrey Mullen worked in the investment industry for more than three decades. He also served on the board of directors of the Seattle Pacific University Foundation.