Best Financial Advisors in Federal Way

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180 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.

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.

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.

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.

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.

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.

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.

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.