Best Financial Advisors in Kirkland

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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."

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.

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.

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.

Viridian Advisors helps individuals and families in Kirkland navigate financial challenges. The firm develops long-term financial plans that incorporate tax, estate, insurance, healthcare, and business planning. It also considers investment management and charitable giving when offering advice to its clients. The firm is a Registered Investment Adviser and has been featured in The Seattle Times, Forbes, and The Wall Street Journal. In June 2021, it merged with Edelman Financial Engines to increase support for its tax team, expand capabilities, and use new tools and technology.