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Best Financial Advisors in Bellevue

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Alterra Advisors logo

Alterra Advisors

500 108th Avenue Northeast, Bellevue, WA 98004
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation

Based in Bellevue, Alterra Advisors is an independent wealth management firm providing services to clients in the local metro. It offers personalized financial planning services, which include advice on debt strategies, insurance products, investments, retirement goals, and cash management. It also offers wealth management advice and educates the client on potential liabilities, tax situations, and risk tolerance. Grant Monson, a financial advisor at Alterra Advisors, has the Chartered Financial Consultant and Chartered Life Underwriter designations.

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Avier Wealth Advisors logo

Avier Wealth Advisors

10655 Northeast 4th Street, Bellevue, WA 98004
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  • Estate Planning
  • Certified Financial Planner (CFP)

Avier Wealth Advisors, located in Bellevue, provides fiduciary financial advisory services to individuals in the technology industry. It creates and implements financial, cash flow, tax, and compensation plans. It also advises tech workers and executives on risk management and diversification strategies and helps them manage the stock packages given by their companies. The firm supports each of its clients by providing a three-person advisory team which includes a client service associate, a lead advisor, and an associate advisor.

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Boone Wealth Advisors logo

Boone Wealth Advisors

777 108th Avenue Northeast, Bellevue, WA 98004
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Boone Wealth Advisors provides financial services to clients in Bellevue and the surrounding areas. The firm offers financial planning, investment management, and risk management services. It includes planning for taxes, retirement income, education, estates, and insurance or long-term care needs. The team works closely with clients to create a financial plan tailored to their goals. Founder Michael W. Boone holds both CFP and CFA designations and has appeared on national television programs such as CNN and ABC News Tonight.

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Bordeaux Wealth Advisors logo

Bordeaux Wealth Advisors

11100 Northeast 8th Street, Bellevue, WA 98004
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  • Certified Financial Planner (CFP)

Bordeaux Wealth Advisors offers financial management services, investment solutions, and tax advice to financially successful Bellevue individuals and families. It creates, reports on, and monitors extensive financial planning frameworks. It also makes customized, diversified portfolios of private and public investments that take advantage of research capabilities. It also deals with estate, wealth transfer, risk management, cash flow, and income tax planning. Thomas C. Myers, the company's CEO is a CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst). He is also a Certified Public Accountant with over 30 years of wealth advisory experience. While it's Managing Partner Jon C. Snare is also a CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst).

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Columbia Strategic Wealth Advisors logo

Columbia Strategic Wealth Advisors

6040 California Avenue Southwest, Seattle, WA 98136
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  • Certified Financial Planner (CFP)

Columbia Strategic Wealth Advisors serves professionals, families, retirees, and businesses from the Bellevue metro. Using a personalized approach, it evaluates clients’ needs, explores options, and creates a financial program to help them reach short-term and long-term objectives. The financial plan addresses a number of topics, including investment portfolio analysis, risk management and asset protection, as well as education, business succession, and legacy planning. These are available in basic, comprehensive, or retirement financial plan packages, as well as business or advanced financial plan packages.

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Decker Retirement Planning Inc. logo

Decker Retirement Planning Inc.

10900 Northeast 4th Street, Bellevue, WA 98004
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  • Certified Financial Planner (CFP)

Decker Retirement Planning Inc serves clients in Bellevue and the surrounding areas. It strives to provide its clients with a math-based and principle-based approach when it comes to financial planning. Services offered by the company include income planning, investment strategies, tax minimization, and Social Security optimization. It also uses technology to provide clients with a portfolio risk score. Decker Retirement Planning also has an education branch that conducts workshops and webinars. Founder Brian J. Decker has over 35 years of asset management experience.

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Fortis Financial Group logo

Fortis Financial Group

1601 114th Ave SE Suite 106, Bellevue, WA 98004
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  • Certified Financial Planner (CFP)

Fortis Financial Group is a team of financial advisors based in Bellevue and other surrounding locations. It provides financial consultation and planning specifically for tech professionals and everyday millionaires in terms of investment portfolios and risk management. Total Wealth Solution is a strategy tool its advisors use to reach the client's goals considering their assets and liabilities. Its team consists of CFPs, CFAs, and CPAs. Fortis Financial Group was awarded the 2021 Seattle Five Star Award Winner by Seattle Magazine.

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Mainspring Wealth Advisors LLC logo

Mainspring Wealth Advisors LLC

11400 Southeast 8th Street, Bellevue, WA 98004
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  • Certified Financial Planner (CFP)

Founded in 2013, Mainspring Wealth Advisors LLC caters to the financial needs of individuals, pre-retirees, retirees, families, and business owners in Bellevue and its surrounding metros. The company’s wealth management services focus on key areas such as the preservation of wealth and assets, liquidity, wealth transfer, and charitable giving. Its financial plan-building process involves consultations, goal prioritization, strategy sessions, plan finalization, implementation, and review. Mainspring Wealth Advisors’ team of professionals has spent more than 1,000 cumulative hours of volunteer service for community-based organizations.

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Moser Wealth Advisors logo

Moser Wealth Advisors

2135 112th Avenue Northeast, Bellevue, WA 98004
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  • Estate Planning
  • Tax Planning

Moser Wealth Advisors provides guidance to clients residing in Bellevue. It is a wealth management firm that offers financial planning, tax planning, business strategy, investment advisory, and accounting solutions services to help clients protect and enhance their financial goals. Its financial advisors have the knowledge and experience to help clients with their financial concerns. Founder Scott Moser has over 30 years of public accounting experience and 20 years in investment management. He is a member of the National Association of Personal Financial Advisors (NAPFA).

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Pacific Financial Advisors logo

Pacific Financial Advisors

14410 Bel-Red Road, Bellevue, WA 98007
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  • Retirement Planning
  • Tax Planning

Pacific Financial Advisors caters to individuals and businesses in the Bellevue metro and the surrounding communities. The services this firm offers include estate and legacy, investment, retirement, and tax planning. Ross Wolf, the CEO and owner, brings more than 30 years of experience in the financial services industry. He is an investment advisor representative who holds a Bachelor's degree in Finance. Wolf has earned various designations, such as the Chartered Financial Consultant and Chartered Life Underwriter.

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Senior Financial Advisors, Inc. logo

Senior Financial Advisors, Inc.

11911 Northeast 1st Street, Bellevue, WA 98005
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  • Certified Financial Planner (CFP)

Senior Financial Advisors, Inc., provides guidance to the residents surrounding the Bellevue metro. Since 1989, it has provided investment management, retirement income and estate planning, and Social Security analysis and planning services. The company has a fiduciary capacity and focuses on its clients' interests. It concentrates on helping individuals with their retirement goals and utilizes a team-based approach. Its founder, Terry Cole, is a post-retirement planner who found that retirees are concerned with preserving capital, managing investment risk, and maintaining purchasing power.

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Sovereign Wealth Advisors logo

Sovereign Wealth Advisors

777 108th Avenue Northeast, Bellevue, WA 98004
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  • Certified Financial Planner (CFP)

Sovereign Wealth Advisors is a firm that offers financial planning, asset management, and estate planning in Bellevue and its surrounding communities. It provides solutions in areas such as asset protection, illiquid asset coordination, business succession, continuation planning, and stock options analysis. The company also handles portfolio management, account rebalancing, individual bond selection, risk assessment, and investment expense monitoring. Sovereign Wealth Advisors' president and CEO, Scott Sheffield, has been a financial planner since 1988.

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Vestory logo

Vestory

2821 Northup Way, Bellevue, WA 98004
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  • Certified Financial Planner (CFP)

Vestory delivers financial services to clients in Bellevue. The firm offers financial guidance, income management, portfolio creation, financial planning, asset management, and legacy counseling. It enlists the expertise of a team of financial advisors, providing clients with plans appropriate for their needs. It educates clients on finance and investment management through its podcast, e-books, and online classes. Moreover, the firm offers fiduciary advice. Tom Cock is the regional director of Vestory. He hosted Serious Money on PBS.

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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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