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Laurels

Best Financial Advisors in Bellingham
2022

We scored 35 Financial Advisors in Bellingham, WA and Picked the Top 17

Here are the Picks:

Asset Advisors LLC

Cascadia Financial Group Inc.

Clearbrook Investment Management

Creative Money LLC

Financial Plan Inc.

Gene Bell & Associates

Ludeman Capital Management

Multop Financial

Rivershore Wealth Planning

Salish Wealth Management

Saturna Capital

Simmer Financial Planning, LLC

Skyline Advisors

Spinnaker Financial Group

Steele Financial Services

Trail Financial Planning LLC

West Invest

Why These Financial Advisors?

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

Reviewed Curated Top Picks 35 27 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Asset Advisors LLC

  • Certified Financial Planner (CFP)

Asset Advisors LLC helps reach the financial goals of individuals and businesses in Bellingham. It comprises financial advisors who create a plan that assesses clients' present condition by looking at assets, income, and expenses. They also examine and modify the financial plan on a regular basis to keep it current and active. In addition, the team provides retirement planning, investment management, and estate planning solutions. Founder and wealth advisor Dick Donahue is a member of Financial Institution Services and a charter member of the Ed Slott IRA Advisory Group.

Click to Call

5060 Pacific Hwy, Ste 101
Ferndale, WA 98248

Website

(360) 733-1200 Website

Professionalism: A+

More Info

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+

Cascadia Financial Group Inc.

  • Retirement Planning

Cascadia Financial Group Inc. offers financial planning solutions, investment management services, and employee benefit plans to clients in Bellingham. It provides professional guidance and products to ensure the proper implementation of insurance policies and retirement plans. It also helps clients map out their incomes, expenses, and taxes to create efficient investment plans and sound financial strategies for their respective lifestyles. Mark Hoemann, the company president, is a Certified Financial Planner, Chartered Financial Consultant, and Certified Employee Benefit Specialist.

Click to Call

1201 11th Street Suite 205A
Bellingham, WA 98225

Website

(360) 738-8038 Website

Professionalism: A+

More Info

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+

Clearbrook Investment Management

  • Retirement Planning
  • Tax Planning

Clearbrook Investment Management helps clients in the Bellingham metro with handling their finances. The firm helps clients with retirement planning, taking their future goals into account, and employing the use of a retirement process roadmap. Its advisors review each client's current financial situation to create a customized plan. These plans are then reviewed by the client before implementation. The company extends its services to clients who require assistance with tax planning. It was formed in 2014 by Ben Scellick.

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Bellingham, WA

Website

(909) 353-3712 Website

Creative Money LLC

  • Certified Financial Planner (CFP)

Creative Money LLC is a financial advisory firm serving clients in Bellingham and nearby areas. It helps individuals and families achieve financial security and stability through financial planning. Founder Mindy Crary is a Certified Financial Planner who has 22 years of financial industry experience. She is the author of the book "Personal Finance That Doesn't Suck." Her team of financial planners includes Samantha Kirby, Katie Noble, and Dawn Torres-Gale. They have more than 30 years of combined industry experience.

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114 W Magnolia St
Bellingham, WA 98225

Website Instagram

(541) 604-2738 Website

Reputation:A

More Info

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)

Financial Plan Inc.

  • Finance Planning

Financial Plan, Inc. is an advisory firm serving Bellingham. It offers a four-step financial planning process to assess the clients’ financial pictures and use the data to develop plans that help them achieve their goals. These include preparing for retirement, meeting education expenses, maximizing wealth, or reducing debts and tax liabilities. It also assists them in recommending investment options, determining asset allocation, and constructing and managing their portfolios. The firm covers estate planning and risk management.

Click to Call

2115 Barkley Blvd #101
Bellingham, WA 98226

Website

(360) 383-5739 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Gene Bell & Associates

  • Certified Financial Planner (CFP)
  • Finance Planning

Gene Bell & Associates helps its clients in Bellingham create goal-based financial plans tailored to their specific cash flow needs, tax situation, and risk tolerance. It also assists them in wealth and retirement planning, estate and tax strategy planning, insurance review and risk assessment, and business owners and multi-generational family wealth and legacy planning. The company's president and CEO, Gene Bell, is a CFP, an accredited tax preparer, and an enrolled agent who can represent taxpayers before the IRS.

Click to Call

1768 Iowa Street
Bellingham, WA 98229

Website

(360) 671-1845 Website

Reputation:A

More Info

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)

Ludeman Capital Management

  • Certified Financial Planner (CFP)

Ludeman Capital Management is an investment advising firm that caters to individuals living in Bellingham. Its concentration includes wealth management and asset management solutions. The firm uses software solutions to determine a clients' acceptable levels of investment risk. Its president Heidi Ludeman has a business administration background and has worked for similar financial firms in the past. Her spouse Jonathan P. Ludeman is a Certified Financial Planner and an Accredited Investment Fiduciary. He serves as one of the office's advisers.

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1855 Main Street, Suite 103
Ferndale, WA 98248

Website

(360) 738-9600 Website

Multop Financial

  • Wealth Management
  • Financial Planning
  • Tax Preparation
  • Tax Planning

Established in 1976, Multop Financial is a private wealth management firm serving the Bellingham area. It consists of CPAs, financial advisors, and tax specialists, helping clients achieve a sound financial future. They offer wealth and portfolio management, retirement planning, and refinery retirement solutions. The firm's wealth management services include business succession and charitable gift planning, asset allocation, and portfolio analysis. Its advisors help clients review various aspects of their financial situation and educate them on their options.

Click to Call

2210 Rimland Drive, Suite 101
Bellingham, WA 98226

Website

(360) 671-7891 Website

Reputation:A

More Info

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)

Rivershore Wealth Planning

  • Finance Planning

Rivershore Wealth Planning offers financial advisory services to clients in Bellingham. The firm helps clients plan their taxes, investments, insurances, and retirement options. It also assists with goal planning and tracking important dates, charitable giving, and debt and mortgage reduction. The firm analyzes the goals and needs of each client and provides a customized plan with recommendations. An action plan is utilized to implement the recommendations, and the firm monitors, reviews, and updates the plan annually.

Click to Call

#201 2420 McCallum Rd.
Abbotsford, BC V2S 6R9

Website

(604) 855-1369 Website

Reputation:A+

More Info

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:

66 (Best)

Score Consistency:

Consistent (Best)

Salish Wealth Management

  • Certified Financial Planner (CFP)

Salish Wealth Management offers a wide range of financial services to the people of Bellingham. Specializing in serving individuals and families in retirement, its experienced financial advisors combine disciplined investment strategies and a customized approach to help clients pursue their goals. The services they provide include investment management, retirement strategies, alternative investments, college saving plans, and tax strategies. The founder of Salish Wealth Management, Scott A. Hume, has more than two decades' worth of experience as a financial planner.

Click to Call

2122 Barkley Blvd
Bellingham, WA 98226

Website

(360) 671-5900 Website

Saturna Capital

  • Financial Planning
  • Certified Financial Planner (CFP)

For more than three decades, Saturna Capital has been assisting Bellingham-based individuals and institutions in accumulating wealth, earning income, preserving capital, and achieving financial objectives. The firm's financial advisors examine opportunities through in-depth research into geopolitical changes, industry themes, technology trends, competitive settings, and company leadership. They offer different account types to meet the investing needs of clients, including taxable, tax-deferred, and individual retirement plans. They also have halal investment opportunities that are in accordance with Islamic principles.

Click to Call

1300 N State St.
Bellingham, WA 98225

Website

(360) 734-9900 Website

Reputation:A+

More Info

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:

4.7 / 5 (Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

Simmer Financial Planning, LLC

  • Estate Planning

Simmer Financial Planning, LLC, is an investment advisory firm serving the residents of the Bellingham metro. The firm offers customized financial planning services. It helps clients with retirement and tax planning, cash flow projections, and investment analysis and reviews. Ronald G. Simmer, the owner and principal of the company, provides guidance on loan and mortgage options. He is a Certified Financial Planner and a Registered Financial Advisor with the National Association of Personal Financial Advisors.

Click to Call

5765 Willow Springs Way
Ferndale, WA 98248

Website

(360) 380-0517 Website

Reputation:A

More Info

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)

Skyline Advisors

  • Investment Management

Skyline Advisors is an independently owned and operated financial management firm providing tailored financial planning, advice, and coaching to individual investors and families in Bellingham. Additional services include investment management and sustainable investing. It works with clients to reach their financial life goals through personal customer service. The principal financial advisor, Mark Wallace, is an Accredited Investment Fiduciary and a Chartered Retirement Planning Counselor. The company is affiliated with the Financial Planning Association of Puget Sound.

Click to Call

405 32nd Street Suite 201
Bellingham, WA 98225

Website

(360) 671-1621 Website

Reputation:A

More Info

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)

Spinnaker Financial Group

  • Retirement Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Spinnaker Financial Group is an independent and locally owned company that assists clients in Bellingham. Its team of advisors objectively present different investment options and helps clients in making educated financial decisions. It offers various financial services, including asset management, asset allocation, brokerage relationship, socially responsible investing, and ongoing portfolio management and rebalancing. The company handles non-retirement, IRAs, ROTH, and 401(k). One of its founding partners, Joseph Carpenter, is a Certified Investment Management Analyst.

Click to Call

1405 N. Forest St.
Bellingham, WA 98225

Website

(360) 676-7155 Website

Steele Financial Services

  • Financial Planning
  • Certified Financial Planner (CFP)

Steele Financial Services provides customized financial and investment advisory and management services to young individuals, retirees, small businesses, corporations, trusts, and charitable foundations in Bellingham. It helps clients execute sound asset programs through insurance strategy, retirement planning, debt management, estate planning, and family risk management services. The company uses a comprehensive life plan to create sustainable and ethical investment plans aligning with UN development goals. It also utilizes Avantax Wealth Management to make informed tax-related decisions.

Click to Call

119 Grand Avenue Suite A
Bellingham, WA 98225

Website

(360) 647-1739 Website

Reputation:A

More Info

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)

Trail Financial Planning LLC

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

Trail Financial Planning LLC provides services to clients in the Bellingham area. The company assists individuals in creating financial plans that align with their retirement, educational, investment, insurance, and tax needs and goals. It also reviews clients' income and expenses to guide them in managing their debts and cash flow and help them save emergency funds. One of the company's founders, John Chesbrough, has been offering investment management and financial advisory services for nearly a decade.

Click to Call

214 N Commercial St.
Bellingham, WA 98225

Website

(360) 399-6486 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

West Invest

  • Certified Financial Planner (CFP)

West Invest is a firm that provides financial advice in Bellingham and the surrounding communities. It helps clients accomplish their goals, such as preparing for retirement, developing an investment portfolio, purchasing a home, or creating an estate plan to protect their family. It assists in building its customers’ wealth and preserving their assets. West Invest has years of experience in investments and financial services. It was established by Marty West in 2000. He has been a financial advisor for over three decades.

Click to Call

1801 F Street
Bellingham, WA 98225

Website

(360) 738-6019 Website

Professionalism: A+

More Info

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+

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