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Laurels

Best Financial Advisors in Federal Way
2022

We scored 29 Financial Advisors in Federal Way, WA and Picked the Top 8

Here are the Picks:

18 Wealth Advisors

Cannon Wealth Management

Clarity Capital Management

Columbia River Advisors

Financial Design Group, Inc.

Jarvis Financial

Sherif J. Awad

Stolz & Associates, P.S.

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Federal Way 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 29 20 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

18 Wealth Advisors

  • Wealth Management

18 Wealth Advisors develop customized plans to help people achieve their life goals and financial well-being. The Federal Way-based financial advisors assist professionals, retirees, entrepreneurs, and families in managing their wealth. They offer holistic approaches in financial management incorporating estate, tax, investment and, succession planning strategies. Darren Henke, the firm's managing partner and founder, has over 26 years of experience as senior vice president of Merrill Lynch's Private Wealth Division. He is a Certified Financial Planner.

Click to Call

I-5 Technology Center, 32125 32nd Avenue Suite 100
Federal Way, WA 98001

Website

(253) 394-0720 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:

4.4 / 5 (Better)

Total Reviews:

7 (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+

Cannon Wealth Management

  • Certified Financial Planner (CFP)

Serving individuals and families in Federal Way, Cannon Wealth Management is a company that offers financial planning services. It specializes in investment strategies and offers a variety of services to help clients reach their financial goals. These services include retirement planning, investment management, comprehensive financial planning, risk management and insurance, and estate planning. Its founder, Katherine Cannon, has 25 years of experience in investment and financial planning. She is a Certified Financial Planner and has a formal education in engineering.

Click to Call

505 S 336th St #320
Federal Way, WA 98003

Website

(253) 945-6700 Website

Clarity Capital Management

  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Retirement Planning

Clarity Capital Management offers financial services to customers living in Federal Way and the surrounding areas. The company provides clients with accounting, bookkeeping, and payroll support. It also advises small businesses and individuals on strategies to help minimize their tax liabilities. In addition, it carries out estate and retirement planning tasks to aid testators in preserving their assets. Clarity Capital Management is led by Matthew Bumstead, who has been in the wealth management field since 2003.

Click to Call

6703 South 234th Street, Suite 110
Kent, WA 98032

Website

(425) 282-5407 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:

13 (Better)

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+

Columbia River Advisors

  • Financial Planning

Columbia River Advisors is an independent wealth advisory firm that serves clients in Federal Way and neighboring areas. With a focus on serving retirees, the firm's team of wealth management advisors delivers comprehensive advice on different areas of financial planning, such as retirement, insurance, tax, estate, and investment. They also offer accounting, bookkeeping, and tax preparation services for businesses, non-profits, trusts, and estates. Adam Zimmerman, one of the firm's financial advisors, is a Chartered Financial Consultant.

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2115 N 30th Street, Suite 102
Tacoma, WA 98403

Website

(253) 589-1401 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+

Financial Design Group, Inc.

  • Financial Planning

Financial Design Group, Inc. is a local firm that has been providing financial solutions for clients in Federal Way since 1994. The independent financial management firm helps in planning finances by developing long-term strategies that balance financial goals and restrictions, risk tolerance, and time horizon. In addition, its financial advisors develop tax strategies to lower tax liability. Additional services are retirement and estate planning. Financial products are also available, including individual stocks, bonds, and fixed annuities.

Click to Call

27604 Marine View Drive S
Des Moines, WA 98198

Website

(253) 946-6119 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+

Jarvis Financial

  • Financial Planning
  • Certified Financial Planner (CFP)

Jarvis Financial is an advisory firm serving Federal Way. It caters to individuals who need help in making informed decisions when it comes to their financial goals. For over 30 years, its team of professionals has been focusing on providing assistance with retirement planning. Matthew and Nathaniel Jarvis, the company's Certified Financial Planners, prepare clients for retirement by guiding them through their investments and finding solutions to reduce their taxes. They also work with accountants, attorneys, mortgage, and insurance experts to address the clients' financial concerns.

Click to Call

33308 13th Place So. Suite 3
Federal Way, WA 98003

Website

(253) 838-9703 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: --

Sherif J. Awad

  • Certified Financial Planner (CFP)

Sherif J. Awad is a Certified Financial Planner with the Raymond James Financial Services, Inc. He guides clients through individual financial planning, asset management, corporate retirement planning, and annuities & life insurance. His process includes identifying the client's financial goals, working with a CPA or attorney to address a wide range of aspects, and monitoring the implemented financial strategy periodically to impose adjustments when necessary. Before joining the financial services industry in 1997, Awad worked for an engineering consulting firm.

Click to Call

33600 6th Avenue South Suite 230
Federal Way, WA 98003

Website

(253) 517-7416 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+

Stolz & Associates, P.S.

  • Wealth Management
  • Retirement Planning

For over 15 years, Stolz & Associates, P.S., has been helping clients across the Federal Way area. It offers various financial services, including post-divorce and retirement planning. The company has experience advising divorcees through the process of asset division. It also deals with investment management and identifies cash flow techniques to decrease financial risk for its clients. The company's president, David Stolz, holds a Certified Divorce Financial Analyst designation. He has contributed finance-related articles to publications like The Washington Post and The New York Times.

Click to Call

3102 Ruston Way, Suite A
Tacoma, WA 98402

Website

(253) 272-3441 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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