Best Financial Advisors in Everett

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Everett 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 30 21 8

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

Leach Wealth Strategies Group

  • Finance Planning

Leach Wealth Strategies Group focuses on informing clients in Everett about how to make successful investments. It tries to understand the objectives and risk tolerance of every person in order to recommend which types of investments—like bonds, stocks, and mutual funds—to combine. Together with other D.A. Davidson & Co. professionals with knowledge in estate planning, insurance, and retirement, the firm helps clients in developing plans to reach their long-term goals. Senior vice president Daniel Leach has CFA and CWS certifications.

2825 Colby Avenue, Suite 201
Everett, WA 98201