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Best Financial Advisors in Kirkland

2023

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Website
Kirkland, WA
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Fortis Financial Group is an independent, fiduciary financial advisory firm in the Pacific Northwest that provides financial planning solutions to people in Kirkland. Its team of wealth management professionals is composed of CFPs, CFAs, and CPAs, providing clients with direct access to the company's financial group. Its consultants offer financial planning, scenario analysis, institutional-level investment insights, and tax advice across financial management areas to help technology professionals manage and grow their portfolios. Fortis’ mission is to enrich customers' lives through financial security and freedom.

License Verified:

License: 6169300

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free Consultation

848-BookPro
Kirkland, WA

Why choose this provider?

Need help contacting a Financial Advisor in Kirkland? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1420 5th Avenue Suite 2200A, Seattle, WA 98101
  • Certified Financial Planner (CFP)

Why choose this provider?

Mission Wealth provides financial advisory services to clients in Kirkland and the surrounding areas. It assists individuals in preserving and managing their wealth by offering annual wealth management review, Medicare enrollment assistance, Social Security maximization, real estate advice, and retirement plan distribution assistance. It also focuses on helping clients with tax strategies, risk management, and investment planning. One of the company's team members, Stephanie Bruno, specializes in executive, life, financial, and retirement planning.

Reputation:

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.
5.0

Website
11411 NE 124th St. Suite 255, Kirkland, WA 98034
  • Tax Planning
  • Retirement Planning

Why choose this provider?

Sound Planning Group provides a broad range of financial planning solutions to help clients attain their financial security goals. Serving individuals in and around Kirkland, the firm offers a 7-step process for building a financial roadmap that helps clients get closer to their goals. This includes income planning, investment planning, tax planning, healthcare, long-term planning, real estate, and family. The last step is called C.A.R.E., an evaluation of the clients' plans. CEO David Stryzewski was named 2016 Advisor of the Year” by the Society of National Social Security Advisors.

Reputation:

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.
5.0
Google
5.0 / 5 (21)
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
18300 Redmond Way Suite 250, Redmond, WA 98052
  • Retirement Planning
  • Financial Planning

Why choose this provider?

The Retirement Solution Inc. is an independent fiduciary firm that guides clients in Kirkland in retirement and financial planning. The company's advisors meet with individuals and recommend options to help them achieve their goals. They offer advice on managing income flows and allocating funds for retirement. The advisors check with clients annually to see their progress and adjust plans depending on their circumstances. CEO Jim Black is a CFP with over 28 years of experience. He is the author of "Happily Ever After – Retirement."

Reputation:

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.
4.7
Google
4.6 / 5 (9)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3425 Carillon Point Building 3000, 4th Floor, Kirkland, WA 98033
  • Certified Financial Planner (CFP)

Why choose this provider?

For over a decade, Robinswood Financial has been providing services to people in Kirkland. It creates financial plans that incorporate the clients' investment goals, financial needs, and risk tolerance. The company also provides retirement planning services and educates individuals on matters like pensions. It has experience diversifying individuals' portfolios and investing in various funds, including international equity and bond funds. Edward Ward, the firm's CEO, once worked as an investment advisor for the company Merriman Capital Management.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Website
100 State St S, Kirkland, WA 98033
  • Retirement Planning

Why choose this provider?

U.S. Capital Strategies, Inc. is a firm that provides wealth management services for clients in Kirkland and the surrounding metros. The company handles matters like mitigating taxes and increasing cash flow, managing assets, and planning for retirement. Tim McFall, an advisor in this firm and otherwise known as the Financial Captain, has been in the industry since 1985. His management strategy includes studying past performances, levels of risk, and financial markets before providing a recommendation for his clients.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
200 W Mercer St Ste 208, Seattle, WA 98119
  • Tax Planning
  • Financial Planning

Why choose this provider?

Francis & Company PLLC provides accounting, auditing, and management consulting services in Kirkland. The firm assists individuals with their personal financial plans and elder care matters. It creates and improves small businesses’ financial management systems and prepares tax returns and other financial documents. CEO and managing director Horace Francis has been assisting private businesses, not-for-profit organizations, and government entities with their financial concerns for more than four decades. He is a member of the American Institute of Certified Public Accountants.

Reputation:

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.
4.8
Google
4.7 / 5 (15)
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
11900 NE 1st St. Suite 300, Bellevue, WA 98005
  • Estate Planning

Why choose this provider?

Atkinson Wealth Strategies is a firm assisting individuals, families, and businesses in Kirkland and its surrounding communities. It offers a wide range of investment management and financial services including independent financial planning, risk management, and executive compensation arrangement for private clients with high net worth. The firm has served large companies such as Amazon, Boeing, and Apple. Its private wealth advisor, Tyler Atkinson, is a Certified Financial Planner (CFP) who is also an insurance agent providing disability, life, and LTC insurance plans.

Reputation:

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.
5.0
Facebook
5.0 / 5 (8)
Google
5.0 / 5 (5)

Website
2821 Northup Way Suite 150, Bellevue, WA 98004
  • Financial Planning

Why choose this provider?

Vestory is a fiduciary financial services firm that serves Kirkland and nearby locations. It offers assistance in retirement income planning, and its team of financial advisors also creates and monitors investment portfolios. Also included in their services is asset management, which involves creating plans in accordance with clients' situations. They also work with estate planning and elder law attorneys to provide legacy counseling. Vestory has appeared on several media outlets, such as the New York Times and the Wall Street Journal.

Reputation:

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.
4.2
Google
4.2 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
925 Fourth Avenue, Suite 3600, Seattle, WA 98104
  • Certified Financial Planner (CFP)

Why choose this provider?

Baird is an asset and wealth management firm that serves the Kirkland metro and its neighboring cities. The firm provides customized solutions based on the clients' goals and personal investment preferences. It offers financial planning services covering education, retirement, taxes, and wealth. It also handles its clients' investments in capital markets, private equities, and stocks. The firm has been providing financial and portfolio management services since 1919. One of its advisors, Casi Jones, is a Certified Financial Planner.

Reputation:

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.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1524 Market Street, Suite 100, Kirkland, WA 98033
  • Financial Planning

Why choose this provider?

Kirkland Financial Advisers has been providing financial services to clients in Kirkland since 1997. Its team of professionals takes time to learn about the clients' situations before presenting recommendations for comprehensive financial programs. They have partnered with Charles Schwab and Fidelity investments and regularly meet with clients for periodic check-in calls. Tim Bovey and Shaun Dean, who were work colleagues, established the firm in 1998. The company is listed in FINRA's BrokerCheck.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2821 Northup Way, Suite 120, Bellevue, WA 98004
  • Tax Planning
  • Financial Planning
  • Wealth Management

Why choose this provider?

Integrity is a financial advisory firm serving Kirkland. It offers comprehensive wealth management and financial planning solutions to a range of clients, including beginners in investing, retirees, wealthy families, nonprofits, small businesses, and institutions. The firm assists in creating financial legacy that can be turned over to family members and philanthropic organizations. It also provides family CFO services and business financial planning. Founder Kristofer Gray is a Certified Financial Planner. He is also part of the board of directors for the Association of Washington Business.

Reputation:

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.
5.0
Google
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033
  • Financial Planning

Why choose this provider?

Kaizen Financial Advisors, LLC, strives to help individuals and families in Kirkland make better money decisions. The financial advisory firm provides wealth management solutions that incorporate financial, investment, and retirement planning, as well as risk management and charitable giving. Its founder and principal, Laurie Klein, is a Certified Financial Planner, a Chartered Financial Consultant, and an insurance professional who has been advising clients since 2001. The firm sends its clients Kaizen Capsules, its weekly newsletter featuring market updates and relevant articles and resources.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
777 108th Ave NE Suite 2250, Bellevue, Wa 98004
  • Retirement Planning

Why choose this provider?

Hightower Bellevue is a wealth management firm that caters to high-net-worth families and business owners in Kirkland. Its services include multi-generational wealth planning, divorce settlement coaching, personal finance and risk management for entrepreneurs, and employee retirement planning. The firm follows a fiduciary standard and a five-step process in helping clients achieve their financial goals. Larry Knudsen, the firm's founder and managing director, was selected by Forbes as one of Washington's Best-in-State Wealth Advisors for 2019.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
11400 98th Ave NE, Suite 301, Kirkland, WA 98033
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Soundmark Wealth Management serves individuals, professionals, and families throughout the metro of Kirkland. It provides comprehensive financial planning services concerning taxes, estates, education plans, and retirement funds. It also assists clients in evaluating investments and optimizing their Social Security benefits. Terri Mozaffarian, the company's chief financial officer, has been in the public accounting and banking industry for over 20 years. She brings extensive CPA experience to the firm—overseeing trades, helping with tax planning and analyses, and leading its advisory operations.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
11 Tenth Ave., Kirkland, WA 98033
  • Financial Planning
  • Wealth Management

Why choose this provider?

Founded in 1980, Miller Advisors provides financial solutions to individuals in the Kirkland metro. It covers the areas of investment management, financial planning, family business planning, and retirement preparation. Its retirement strategies include elder care, legacy, and divorce. It also conducts education funding analysis for children and grandchildren. The firm conducts one-on-one consultations to learn and identify clients' financial risks. Its team then creates personalized financial roadmaps to support clients' financial goals.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
10900 NE 4th St, Bellevue, WA 98004
  • Financial Planning

Why choose this provider?

Decker Retirement Planning Inc. is a financial advisory firm serving Kirkland. It helps clients who have retired or are otherwise contemplating to transition to retirement through its approach for retirees, which entails the Safer Distribution Plan, Safer Tax Plan, and Safer Investment Options. Its process includes assistance in asset protection, estate planning, lifetime income, risk reduction, and tax minimization. The company's founder, Brian J. Decker, is a financial planner and the author of "The Decker Approach." He previously worked for major brokerage firms.

Reputation:

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.
3.8
Google
5.0 / 5 (6)
Yelp
2.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1215 Fourth Avenue Suite 935, Seattle, WA 98161
  • Financial Planning
  • Wealth Management

Why choose this provider?

Vinoble Group is a financial brokerage firm serving the Kirkland metro. It offers an array of comprehensive wealth management services, including small business planning, investment management, cash flow analysis, and retirement and estate planning. The full-service company also handles bookkeeping and payroll processing, business consulting, and QuickBooks training. In addition, it processes vision and dental insurance coverages. CEO Brian Johnson is a CFP and a CRPC who has been in the industry since 2006. He is a member of the Seattle Children's Legacy Advisors.

Reputation:

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.
3.4
Google
3.4 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What can you do if you had financial losses due to a financial advisor’s negligence in Kirkland?

    If you have experienced financial losses because of a negligent financial advisor in Kirkland, you must first identify the specific type of negligence, such as errors in auditing or inaccurate tax advice. Gather sufficient evidence to establish that the advisor breached their contractual, statutory, or fiduciary obligations. Once you have gathered sufficient evidence, you can proceed to file a claim against the advisor, initiating legal proceedings to pursue compensation for the financial losses you have suffered.

  • Can you check if a financial advisor in Kirkland has any disciplinary actions against them?

    To determine if a financial advisor in Kirkland has faced disciplinary actions, you can utilize the SEC Action Lookup – Individuals tool and the Investment Adviser Public Disclosure website. By entering the advisor's name in SALI, you can obtain details about any judgments or orders resulting from SEC court actions or administrative proceedings. Similarly, the IAPD website allows you to check if the advisor is registered and provides information on disciplinary actions taken by securities regulators.

  • What are the common types of financial advisors in Kirkland?

    In Kirkland, there are various types of financial advisors. Investment advisors offer guidance and asset management, broker-dealers and brokers facilitate securities transactions, Certified Financial Planners provide planning with a fiduciary duty, financial consultants adhere to ethical codes, financial coaches educate on basic concepts, portfolio, investment, and asset managers provide portfolio management, and wealth advisors offer holistic planning for high-net-worth individuals, including investments, estate planning, and taxes. It's important to choose an advisor whose expertise aligns with your needs.

  • Are investments in Kirkland protected by SIPC?

    Some investments in Kirkland are protected by the Securities Investor Protection Corporation, providing coverage for cash and securities held at troubled financial firms. The SIPC offers up to $500,000 in coverage, with a maximum of $250,000 for cash. However, it's important to note that commodity contracts, limited partnerships, hedge funds, and fixed annuity contracts are not covered by the SIPC. SIPC protection does not apply to losses caused by market fluctuations, poor investment decisions, or missed opportunities.

  • Is it necessary to have a written agreement with a financial advisor in Kirkland?

    In Kirkland, while written agreements between financial advisors and clients are not explicitly mandated by the Investment Advisers Act of 1940, the Act does require specific provisions and restrictions to be included in advisory contracts. Despite this, having a written agreement is widely regarded as a best practice that benefits both the financial advisor and the client. A written agreement can also help mitigate professional liability for the financial advisor.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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