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2024

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Best Financial Advisors in Redmond

Our Recommended Top 25

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Redmond Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

38Reviewed

32Curated

25Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

8201 164th Ave NE, Redmond, WA 98052
WebsiteLicense: 304021

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Why choose this provider?

As a STEM professional, you prefer to manage your own finances, but you want to feel confident you are on the right track. Synergos provides you with ongoing financial planning, guidance, and education so you can make informed decisions to help you align your financial resources with your aspirations. Synergos offers comprehensive financial planning, retirement savings strategies, Roth 401(K) and IRA conversion strategies, tax planning, cash flow management, risk management, and estate planning strategies.

  • Estate Planning
  • Financial Planning
  • Tax Preparation
  • Tax Planning
  • Certified Financial Planner (CFP)

Redmond, WA

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Why choose this provider?

Need help contacting a Financial Advisor in Redmond? 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.

777 108th Ave NE, Bellevue, WA 98004
WebsiteLicense: 116682

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Facebook
5.0 (32)

Why choose this provider?

Boone Wealth Advisors, LLC, is an independent registered investment advisory firm. It provides comprehensive financial planning services for individuals and families in Redmond and nearby areas, including retirement, tax, estate, college, and insurance planning. It also offers investment management services for bonds, stocks, and cash equivalents. Founder Michael W. Boone has shared his financial insight on CNN, ABC News Tonight, The Wall Street Journal, USA Today, and Forbes. He holds the Certified Financial Planner and Chartered Financial Analyst designations.

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

1524 Market Street, Suite 100, Kirkland, WA 98033
WebsiteLicense: 298366

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Google
5.0 (1)

Why choose this provider?

Kirkland Financial Advisers has been providing personal detailed guidance to clients in Redmond and the surrounding areas for more than two decades. Its working process includes delivering investment performance reports through monthly updates and periodic check-in calls. Co-founder Tim Bovey holds several designations—Chartered Financial Consultant, Chartered Advisor for Senior Living, and Chartered Life Underwriter. Kirkland Financial Advisers also has an office in Scottsdale, Arizona, and is partnered with organizations such as Charles Schwab and Fidelity Investments.

601 108th Ave NE Suite 1510, Bellevue, WA 98004
WebsiteLicense: 145323

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Facebook
5.0 (4)
Yelp
5.0 (2)

Why choose this provider?

Hightower Bellevue is an independent wealth management practice that has been serving the residents of Redmond and the surrounding areas for more than three decades. It provides financial management services, helping clients fulfill objectives such as funding educational endeavors or vacation homes and building financial legacies. Its advisors also take on projects involving family wealth stewardship, divorce financial coaching, retirement planning, and entrepreneurial solutions such as risk management. Founder Lars Knudsen ranked on Forbes’ 2019 Best-In-State Wealth Advisors list in Washington.

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

500 108th Avenue NE Suite 1100, Bellevue, WA 98004
WebsiteLicense: 314575

Why choose this provider?

Integrated Wealth Advisors serves clients in Redmond. The company provides virtual family office services and works with professionals like business appraisers, estate attorneys, investment bankers, and property insurers to help individuals plan their finances. It operates a website that provides resources on multiple topics, including student loans and market trends. Its founding principal, Austin Collins, is a chartered retirement planning counselor and an accredited wealth management advisor. He previously worked as a managing director at Ameriprise Financial Services, LLC.

  • Private Wealth Advisor

445 154th Avenue Southeast, Bellevue, WA 98007
WebsiteLicense: 151298

Why choose this provider?

Financial Advocates Investment Management serves clients in and around Redmond. Its professionals help individuals improve their financial situations and secure their future by managing risks, implementing investment and retirement strategies, and addressing estate conservation issues. For clients to stay on track, they keep in close communication with them and anticipate their ongoing needs. The firm's wealth management advisor, Ross Gooding, has over 25 years of experience providing financial advice to retirees, company owners, and high-net-worth investors.

  • Retirement Planning
  • Certified Financial Planner (CFP)

11411 NE 124th St. Suite 255, Kirkland, WA 98034
WebsiteLicense: 284496

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Review Sources

Google
5.0 (11)

Why choose this provider?

Sound Planning Group is a financial services firm catering to individuals and families in Redmond and the surrounding areas. It provides retirement planning solutions, with an approach that takes into account income sources, investment portfolios, real estate, and tax planning. Its team also helps clients explore their Medicare coverage options. Sound Planning Group has been featured on FOX, NBC, ABC, CBS, and Forbes. It has also been included in Inc. 5000’s list of the fastest-growing private companies in America.

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

11400 98th Ave NE, Suite 301, Kirkland, WA 98033
WebsiteLicense: 121344

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Google
5.0 (2)

Why choose this provider?

Soundmark Wealth Management offers financial planning assistance to residents in and around the Redmond area. The firm, which specializes in working with small business owners and tech and medical professionals, creates financial plans customized to clients' needs and situations. The process involves developing short- and long-term strategies, establishing non-financial and financial objectives, and monitoring investment portfolios. Its services include trust and estate planning, investment consulting, and insurance analysis. Principal Bill Schultheis is the author of "The Coffeehouse Investor."

  • Retirement Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

2135 112th Avenue NE Suite 100, Bellevue, WA 98004
WebsiteLicense: 117399

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Review Sources

Google
5.0 (1)

Why choose this provider?

Moser Wealth Advisors offers financial planning services to residents in Redmond and nearby communities. Its team develops financial strategies tailored to clients' different goals, whether they are preparing for retirement, saving for their children's college education, or supporting a cause. The firm also advises clients on investments and manages portfolios. Moser Wealth Advisors was established by Scott Moser, a CPA with over two decades of investment management experience. The NAPFA member caters to business owners, high-net-worth individuals, and families.

  • Tax Planning
  • Private Wealth Advisor

2950 Northup Way, Suite 202, Bellevue, WA 98004
WebsiteLicense: 171143

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Review Sources

Google
4.3 (7)

Why choose this provider?

B.O.S.S. Retirement Solutions & Advisors serves people in Redmond. The firm helps those seeking to build an optimal level of financial security through the B.O.S.S. Retirement Blueprint process. Its professionals educate clients on matters like tax minimization and Social Security maximization. It also addresses concerns involving estate planning. Ryan Thacker, one of its founders, is a licensed investment advisor representative. He hosts Retirement Solutions TV, a show on ABC4, and regularly appears on their program Good 4 Utah.

  • Tax Planning
  • Retirement Planning

826 6th Street South Suite 201, Kirkland, WA 98033
WebsiteLicense: 2217631

Why choose this provider?

Clara L. Hollin is one of the partners of Open Advisors, LLC, serving individuals and families in Redmond and the surrounding areas. She takes on a comprehensive approach to financial planning, implementing strategies such as estate, business succession, and retirement income planning. She also assists clients with investment management and tax reduction. Hollin holds the Certified Financial Planner, Certified Retirement Planning Counselor, and Charter Financial Consultant designations. She has been working in finance for more than three decades.

  • Tax Planning
  • Certified Financial Planner (CFP)

11431 Willows Road NE, Suite 120, Redmond, WA 98052
WebsiteLicense: 288285

Why choose this provider?

Joslin Capital Advisors is a Redmond-based company that attends to the financial planning needs of individuals and organizations in the area. It provides various services, such as institutional consulting and investment management. Its team also offers cross-generational financial planning, catering to clients looking to protect their wealth. The firm caters to a wide range of clientele, from executives and tech professionals to entrepreneurs and family wealth stewards. Its CEO, Mike Joslin, is a Personal Financial Specialist and Certified Investment Management Analyst who is a member of the Financial Planning Association.

  • Certified Financial Planner (CFP)

10900 NE 4th Street Suite 2300, Bellevue, WA 98004
WebsiteLicense: 306332

Why choose this provider?

Sound Legacy Wealth Advisors is a Bellevue-based company that caters to people in Redmond. It guides entrepreneurs, business executives, and multi-generational families on various matters related to financial planning. These include tax and investment management. The company has experience assisting clients seeking to invest in social and environmental causes. Its managing partner, Joel Petersen, previously worked in firms like Bank of America Private Bank and Bernstein Global Wealth Management. He is the president of the Rotary Club of Emerald City.

  • Tax Planning
  • Certified Financial Planner (CFP)

3055 112th NE Ste 206, Bellevue, WA 98004
WebsiteLicense: 305125

Why choose this provider?

Emerald Advisors is an independent wealth management firm that has been serving Redmond and the surrounding areas since 2019. It helps clients fulfill their financial goals, such as buying a second home, starting or selling a business, or retiring comfortably, through its services. The firm offers solutions ranging from financial and retirement planning to investment and lifestyle management. The professionals of Emerald Advisors hold the Certified Private Wealth Advisor, Chartered Financial Analyst, and Certified Financial Planner designations.

  • Tax Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

16880 NE 79th St, Redmond, WA 98052
WebsiteLicense: 170043

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Review Sources

Google
5.0 (1)

Why choose this provider?

Private Advisory Group is a full-service wealth management firm serving Redmond and the surrounding areas. It offers financial planning services to high-net-worth individuals, such as executives, founders, and business owners, who have investable assets. Its team develops personalized portfolios, which comprise public, private, or alternative investments. It also provides access to venture capital markets and real estate funds. Douglas Bean, one of Private Advisory Group's partners, is a CFP who started working in the finance industry in 2000.

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

2018 156th Avenue Northeast Suite 100, Bellevue, WA 98007
WebsiteLicense: 164666

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Review Sources

Facebook
4.4 (10)

Why choose this provider?

Stone 8 Wealth Management is an independent investment advisory firm serving individual investors, business owners, and retirees in Redmond and the surrounding areas. It provides financial planning services, which center on clients' retirement, insurance, college savings, tax, estate, and business succession. It also offers investment strategies for mutual funds, stocks, trusts, annuities, and bonds. Founder Robert Lo holds Series 7 and 66 registrations, as well as the Chartered Financial Analyst designation. He has been working in finance for more than a decade.

  • Retirement Planning
  • Certified Financial Planner (CFP)

22500 NE Marketplace Drive Suite 203, Redmond, WA 98053
WebsiteLicense: 107829

Why choose this provider?

Personal Investment Management is an SEC-registered, independent fiduciary investment advisory firm serving the people of Redmond and nearby areas. Its advisors utilize their designations and financial planning software to develop comprehensive strategic financial programs for clients. They assess clients' situations and advise them on the optimal path for asset allocation and location, estate planning, tax preparation, social security filing, and savings. The firm's CEO and chairman of the board, Christopher J. Reedy, holds various designations, including CFP, CIMA, and MBA.

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

12505 Bel-Red Rd, Bellevue, WA 98005
WebsiteLicense: 117392

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Google
5.0 (3)
Yelp
5.0 (1)

Why choose this provider?

Snider Financial Group is a wealth management firm serving business owners, high-net-worth individuals, and families in Redmond and the surrounding areas. Its team's process includes identifying clients' risk tolerance and current needs, performing a detailed financial analysis, establishing long-term goals, and activating a plan personalized to the client's needs. It implements a wide range of strategies, from tax and retirement planning to portfolio management. Company President Monte Snider holds the Chartered Financial Consultant, Chartered Life Underwriter, and Retirement Income Certified Professional designations.

1951 152nd Pl NE Suite 110, Bellevue, WA 98007
WebsiteLicense: 134139

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Review Sources

Google
5.0 (1)

Why choose this provider?

Financial Reserve works with individuals in and near Redmond. The firm offers financial planning services, catering to clients looking to build or protect their wealth. Its team of advisors combines short-term focus with a long-term vision in developing financial programs, whether clients aim to prepare for retirement, optimize investments, or plan their estate. Brandon L. Erickson, one of Financial Reserve's shareholders, is a Chartered Financial Consultant, CFP, and CPA. He has been part of the company since 2003.

  • Certified Financial Planner (CFP)

520 6th Street South, Kirkland, WA 98033
WebsiteLicense: 136554

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Review Sources

Google
4.0 (1)

Why choose this provider?

MyIcon is an independent financial planning and wealth management firm serving clients and their families in Redmond and the surrounding areas. It provides a variety of services, including financial, retirement income, tax, and estate planning. It also assists clients with asset, risk, cash, and liability management. MyIcon's financial professionals have more than seven decades of combined industry experience and hold such designations as Certified Financial Planner, Chartered Financial Analyst, Chartered Financial Consultant, and Accredited Asset Management Specialist.

11980 NE 24th St. Suite 210, Bellevue, WA 98005
WebsiteLicense: 305115

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Review Sources

Facebook
5.0 (3)

Why choose this provider?

Parcion is an independent advisory firm that aids the residents of Redmond in improving their financial life. Its advisors help clients navigate financial matters and plan for investment, cash flow, retirement, tax payment, education, and next-generation planning. They employ a consultative approach to every aspect of finance to help achieve specific goals. The team also works with people seeking financial advice for their businesses and philanthropic initiatives. Terry Cook, the company's CEO and managing partner, has more than 25 years of expertise in the field and is a CFP and CIMA-certified professional.

  • Business Tax Preparation
  • Tax Planning
  • Certified Financial Planner (CFP)

Redmond, WA
WebsiteLicense: 182522

Why choose this provider?

Unleashed Financial LLC serves individuals and families in Redmond and the surrounding locations. Its Certified Financial Planner, Jason Preti, works with clients who need assistance in developing financial plans that meet their unique goals. He gathers client data to determine their expectations and objectives, evaluates their financial status, and implements and monitors his financial plan recommendations. He is also a NAPFA and XY Planning Network! member who started his financial planning career in 2007, working with baby boomers and retirees.

  • Retirement Planning
  • Certified Financial Planner (CFP)

620 Kirkland Way, Suite 205, Kirkland, WA 98033
WebsiteLicense: 119841

Why choose this provider?

Schmidt. is a financial advisory firm that serves high-net-worth individuals and business owners in Redmond. The agency maximizes the client's odds of reaching their goals by providing various financial solutions, including private banking credits, advanced tax mitigation strategies like 83b elections and loss harvesting, single stock diversification, portfolio management, and custom-built performance reporting. Its team of financial advisors works with CPAs and estate planners to guide customers throughout the process, which involves gathering financial data, creating an asset allocation, and tracking the progress. Schmidt has been featured in the Seattle Times and the Wall Street Journal.

  • Tax Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033
WebsiteLicense: 155353

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Kaizen Financial Advisors, LLC, is a fiduciary wealth management firm serving the Redmond area. It offers financial planning, risk management, and investment planning services. The company also develops custom 401(k) plans for small and medium businesses and creates financial plans for clients looking to fund charitable causes. Kaizen Financial Advisors' name comes from the Japanese word "Kaizen," which means continuous improvement. Laurie Klein, its principal, is a CFP and Chartered Financial Consultant who started offering financial services in 2001.

  • Certified Financial Planner (CFP)

FAQs

  • 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.

  • Is there a difference between a wealth manager and a financial advisor in Redmond?

    The main difference between a financial advisor and a wealth manager in Redmond is their clientele. Wealth managers primarily serve high-net-worth individuals, whereas financial advisors serve a wide range of clients seeking financial advice. Another significant distinction is the oversight of financial advisors by FINRA. At the same time, no single entity has the authority to regulate wealth managers. Because of their specialized advice and services, wealth managers are also more expensive than most financial advisors.

  • What do financial advisors advise Redmond residents who want to retire earlier than originally planned?

    If Redmond residents need to retire sooner than expected, they should avoid making hasty decisions and give themselves time to adjust. Organizing thoughts and important documents is critical during this time. Consider looking for work, as age is no longer a significant barrier, and companies frequently value experienced individuals as consultants or trainers. Working part-time or temporarily can provide satisfaction and additional income during this transitional period.

  • What is the role of financial advisors in Redmond when it comes to investment management?

    Financial advisors in Redmond play an important role in investment management by assisting clients in navigating the available options in order to make appropriate choices that are aligned with their financial objectives. They use their years of experience to continuously select and monitor investments in order to improve returns, reduce volatility, and minimize taxes. Advisors collaborate closely with each client to understand their financial situation and develop customized investment plans.

  • How can financial advisors in Redmond help with integrating life insurance into retirement planning?

    Financial advisors in Redmond can assist in incorporating life insurance into retirement plans by understanding each client's unique financial situation and retirement goals. They can investigate tax-advantaged strategies for maximizing savings, covering end-of-life expenses, funding long-term care, and providing for loved ones. Advisors consider clients' saving and spending habits, as well as their desired retirement lifestyle when determining whether life insurance is a suitable component within their retirement plan.

  • What are the advantages of hiring a financial advisor in Redmond over one in another city or state?

    Having a local Redmond financial advisor who understands the regional economy, cost of living, and employers can be extremely beneficial, especially for residents whose circumstances are closely related to these factors. They can provide several benefits, such as assisting in the development of a long-term investing strategy and the creation of an investment portfolio aligned with financial goals and retirement plans based on the current state of the local economy.

  • 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.