Laurels

Best Financial Advisors in Bellingham
2022

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

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.

Bellingham, WA

Website

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.

1855 Main Street, Suite 103
Ferndale, WA 98248

Website

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.

2122 Barkley Blvd
Bellingham, WA 98226

Website

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.

1405 N. Forest St.
Bellingham, WA 98225

Website