Best Financial Advisors in Marysville

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Bauer Evans Inc. P.S. logo

Bauer Evans Inc. P.S.

2911 Bond St Suite 200, Everett, WA 98201
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  • Retirement Planning

Bauer Evans, Inc., P.S., is a CPA firm that caters to residents, businesses, and not-for-profits in Marysville and nearby areas. It offers various financial planning services and educates clients on risks and options. Through a proprietary approach, it builds custom retirement plans that consider factors such as market downturns and Social Security benefits. It also uses REITs and DSTs to help diversify investment portfolios. Founder Bob Bauer has nearly 40 years of experience. His firm serves over 4,000 clients.

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BBJS Financial Advisors, LLC logo

BBJS Financial Advisors, LLC

1501 Fourth Avenue Suite 2880, Seattle, WA 98101
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  • Certified Financial Planner (CFP)

BBJS Financial Advisors, LLC, serves clients in Marysville. It manages its clients’ financial affairs and offers investment strategies. The company provides investment management, mortgage and portfolio review, and college education funding solutions. It also conducts retirement, insurance, tax, state, and shares planning. The firm adopts an investment philosophy based on tax-efficient strategies, academic research, and proper asset allocation. Company owner William Serres is a CFP and CPA who has been in the financial services industry since 1997.

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Comprehensive Wealth Management logo

Comprehensive Wealth Management

3500 188th St. SW, Suite 102, Lynnwood, WA 98037
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  • Estate Planning
  • Certified Financial Planner (CFP)

Comprehensive Wealth Management serves individuals in the Marysville community. The firm provides personal wealth management services to help clients achieve their desired lives for their families. Services include college funding, insurance planning, employer-sponsored retirement planning, and portfolio management. It also offers charitable giving and tax strategy and coordination. Its vice president, Brian J. Lockett, is a CFP with decades of experience. He and his team give back to the community by supporting Financial Beginnings Washington and Alzheimer's Association.

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Edelman Financial Engines logo

Edelman Financial Engines

22232 17th Avenue SE Suite 210, Bothell, WA 98021
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  • Certified Financial Planner (CFP)

Viridian is a financial services firm that caters to Marysville clients. It works with Edelman Financial Engines, one of the largest financial advisory organizations in the country, to deliver solutions to clients, including retirement planning. The firm guides individuals through matters like tax optimization and life insurance selection. It also hosts Everyday Wealth, a podcast that educates clients on various issues, from the effect of geopolitics on markets to 401(k) plan options for entrepreneurs. One of its founders, William Sharpe, is a Nobel laureate.

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Inflection Wealth Management logo

Inflection Wealth Management

15117 Main St Ste 207A, Mill Creek, WA 98012
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  • Estate Planning
  • Certified Financial Planner (CFP)

Inflection Wealth Management is a company that assists individuals and families in and around Marysville. It offers financial advisory services, covering a range of solutions, from cash flow planning and tax analysis to retirement tracking or planning to estate planning. In addition, it handles investment management and advises clients on various products, monitors portfolio strategies, and assesses risk tolerance and time horizon through a periodic review schedule. The firm's CEO, Peter Lee, is a Certified Financial Planner and a Chartered Financial Consultant.

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Madrona Financial logo

Madrona Financial

2911 Bond St Suite 200, Everett, WA 98201
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  • Retirement Planning
  • Tax Planning

Founded in 1999, Madrona Financial is a firm that serves Marysville. It offers the “Rooted Wealth Plan” to help high-net-worth individuals and families maximize their quality of life and invest in their future. The custom-made plan addresses seven financial areas that sustain wealth, which include lifestyle, growth, protection, tax, healthcare, and gifting. The company also executes legacy plans to help clients get their financial affairs in order. CEO Brian Evans began his career in the financial industry as a CPA.

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McIlrath Eck logo

McIlrath Eck

3325 Smokey Point Drive, Suite #201, Arlington, WA 98223
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  • Retirement Planning

McIlrath Eck has been catering to customers in the Marysville metro and the surrounding communities since 2007. It helps individuals achieve financial independence by offering planning solutions. Its process involves reviewing the clients' insurance policies, investment assets, pensions, real estate, and Social Security income. It analyzes their short and long-term goals before developing a customized financial plan. Thor H. McIlrath, the owner, brings over 20 years of experience in the industry. He holds the CFP designation.

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McKeon Financial logo

McKeon Financial

1507 172nd Street, Suite 201, Marysville, WA 98271
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  • Certified Financial Planner (CFP)

McKeon Financial attends to the financial, retirement, and insurance planning needs of the residents of Marysville. It provides wealth management solutions, particularly investment alternatives to the stock market, to diversify the portfolio of its clientele. In addition to offering financial planning, the business delivers estate and legacy planning services. The independent financial planning firm was established in 2004 by US Navy veteran and insurance agent John E. McKeon. Its senior financial advisor, Adelaide El Zein, is a Certified Financial Planner.

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Olympic Wealth Management LLC logo

Olympic Wealth Management LLC

19515 North Creek Pkwy, #101, Bothell, WA 98011
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  • Retirement Planning

Olympic Wealth Management LLC offers the services of its financial advisors to residents of Marysville and its neighboring communities. It creates financial and retirement plans that aim to generate a diverse selection of investment opportunities, control risks, and enhance tax control. It uses an industry-standard retirement planning program that calculates earnings from proposed income sources. Owner Eric Cumley is a Certified Financial Planner who started his wealth management career in 2000.

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Pacific Financial Advisors logo

Pacific Financial Advisors

14410 Bel-Red Rd. Suite 110, Bellevue, WA 98007
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  • Retirement Planning
  • Tax Planning

Pacific Financial Advisors serves clients across Marysville and its surrounding areas. This Bellevue-based company provides financial planning services, including investment management and retirement, tax, and legacy planning. It also offers Social Security planning services and conducts financial education workshops for those looking for financial strategies. Its team comprises tax specialists with over three decades of collective experience in the industry. This financial advisory firm operates independently. Ross Wolf, firm president, is a financial advisor licensed in multiple states, including Arizona, North Carolina, Michigan, and Ohio.

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Wayfinding Financial logo

Wayfinding Financial

19020 33rd Ave W, Ste 390, Lynnwood, WA 98036
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  • Certified Financial Planner (CFP)

Wayfinding Financial provides investment guidance to Marysville residents. It offers financial planning, wealth management, and supervised investing services. The independent company follows a four-stage process that includes orientation, development, selection, and monitoring. The company was founded by Donald O'Neal, an experienced investment strategist and financial advisor, with the assistance of Teresa Brokaw, a CRPC who concentrates on women's issues during life transitions. Both leaders are certified financial advisors who promote collaboration and transparency among their team members.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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