Best Financial Advisors in Bellingham

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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. He's also a Certified Financial Planner and an Accredited Investment Fiduciary. Camille Koppenberg is a co-advisor of the firm and holds the AAMS designation.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.