Expertise.com
2024

Last updated:

Best Financial Advisors in Renton

Our Recommended Top 15

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

37

Reviewed

28

Curated

15

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Renton, WA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • 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 Renton. 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: 172198

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

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Renton, WA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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

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
––

Price: Free Consultation

Website
1420 5th Ave #2200a, Seattle, WA 98101
  • Certified Financial Planner (CFP)

Why choose this provider?

Since its founding in 2000, Mission Wealth has been helping clients in Renton and neighboring areas maximize their financial wealth and security. With a focus on retirees, professionals, and business owners, the firm's team of Certified Financial Planners provides financial planning, estate planning, investment management, risk management, and tax optimization services. Mission Wealth has received numerous accolades and recognitions, including the Top 300 Financial Advisors by the Financial Times and the Top Registered Investment Advisory Firms by the Financial Advisor Magazine.

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 (14)

Website
33600 6th Avenue South Suite 230, Federal Way, WA 98003
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Wealth Management

Why choose this provider?

Based in Federal Way, Sherif J. Awad caters to clients throughout the Renton area. He works with the multinational investment bank Raymond James to provide financial advisory services for families. Awad guides his clients through the process of retirement and estate planning. He also develops cash flow and income strategies and addresses issues related to Social Security and annuities. Awad holds a Certified Financial Planner designation from the College for Financial Planning. He has over two decades of industry experience.

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
2821 Northup Way, Suite 120, Bellevue, WA 98004
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Why choose this provider?

Integrity is a Registered Investment Advisor that serves clients in Renton and its surrounding areas. It assists individuals in wealth management matters such as investment management, estate planning, income planning, credit and debt management, and tax optimization. The company also helps clients find a life insurance plan that can be used for tax diversification and wealth accumulation. Kristofer Gray, the founder of Integrity, is a Chartered Retirement Plan Specialist, a Certified 401(k) Professional, and 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.
4.8
Facebook
4.7 / 5 (14)
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
10801 Main Street Suite 201, Bellevue, WA 98004
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Since 1986, the Paul R. Ried Financial Group, LLC, has been helping Renton clients. The company develops strategic financial plans for individuals that touch on various aspects, including pre-retirement, post-retirement, Medicare, and Social Security. It also maintains Investment Insights, an online resource page that contains market information from firms like Vanguard and Franklin Templeton. The company has experience educating Boeing employees on layoff and retirement benefits. Its president and CEO, Paul Ried, served as a corporate officer for the American manufacturing company PACCAR.

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

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
3900 East Valley Road, Suite 202, Renton, WA 98057
  • Investment Management
  • Financial Planning
  • Wealth Management

Why choose this provider?

For over a decade, Tremper & Roper has been helping clients across Renton. The company assists individuals through financial planning and counsels them on issues related to insurance and taxes. It also educates clients on pre-retirement and post-retirement strategies. The company's other services include estate planning and investment management. James Tremper, one of the firm's professionals, has over three decades of experience in the financial services industry. He serves as an Investment Adviser Representative at the Pennsylvania-based firm Lincoln Investment.

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

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
500 108th Ave NE #1700, Bellevue, WA 98004
  • Financial Planning
  • Wealth Management

Why choose this provider?

Alterra Advisors is a wealth management firm that serves the Renton community. Its agents conduct assessments based on the client's situations, life goals, and preferences to formulate personalized financial strategies. They cover planning topics involving income flow, debt management, investment choices, insurance cost, and tax analysis. They also help with estate and legacy planning, collaborating with accountants and attorneys to devise estate plans. The agency also caters to business owners and provides them with tax management, partnership transitions, and company insurance 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
Google
5.0 / 5 (34)
Facebook
5.0 / 5 (14)

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
801 Second Avenue, Suite 1600, Seattle, WA 98104
  • Tax Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)
  • CFA Charterholder
  • Financial Planning
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Why choose this provider?

Laird Norton Wealth Management is an independent firm established in 1967. The company provides financial solutions to individuals, families, and foundations in Renton and its surrounding communities. Its advisors work with clients’ accountants in arranging income, capital, gift, and estate taxes. The firm’s financial experts assist investors in diversifying their assets in private markets with due diligence in mind. The team also handles RFP activities for non-profits, investment management, and trust and estate planning services.

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 (22)
Google
4.8 / 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

Kaizen Financial Advisors, LLC is a firm serving Renton. Its services focus on financial and investment planning and risk management. It advises clients on best utilizing their assets and recommends investment strategies to maximize their wealth. It includes assisting them in developing portfolios and using diversification to balance risks. It also offers insurance products that help ensure assets are financially covered and protected. Other services include retirement planning and handling customized 401(k) and retirement plan services for businesses.

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
Seattle, WA
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Why choose this provider?

Sound Foundation Wealth Advisors assists clients in Renton in making financial decisions for a desirable future. It guides individuals in diversifying their portfolio of investments, advising them about the risks and dealing with the challenges. The agency specifically works with medical practitioners and tech professionals, helping them put their financial affairs in order and grow them in preparation for retirement. Independent financial advisor Nathan C. Downs is an Accredited Investment Fiduciary and Certified Retirement Counselor.

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.
4.1
Google
5.0 / 5 (9)

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

Why choose this provider?

Pacific Financial Advisors is a practice serving clients in Renton. It has over 40 years of history in providing comprehensive financial planning, investment advisory, and estate planning services to individuals and families. The firm also offers retirement planning services through an approach with four core pillars, namely estate, tax, income, and investments. Ross Wolf, the president and managing partner, is licensed in multiple disciplines under financial planning and serves as an educator to other professionals in Washington.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4440 S 160th St, Tukwila, WA 98188
  • Finance Planning

Why choose this provider?

For over six years, Alder Cove Capital, LLC, has been serving clients in Renton. It creates financial plans for individuals to help them meet their retirement goals. The company also provides financial recommendations to help clients with issues involving taxes. Its other services include portfolio management, and it has experience advising individuals on stocks. Tyler Linsten, the company's founder, is a certified Chartered Financial Analyst from the CFA Institute. He volunteers as a board member for the non-profit organization Waterfront Federal Credit Union.

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 (6)

Website
I-5 Technology Center, 32125 32nd Avenue Suite 100, Federal Way, WA 98001
  • Retirement Planning

Why choose this provider?

180 Wealth Advisors is a fiduciary financial advisory company that guides clients on wealth management, financial planning, and investing. It serves entrepreneurs, retirees, high net worth clients, and families in Renton and nearby areas. Listed in the SEC as Registered Investment Advisors (RIA’s), its team members assist clients with taxation, insurance, estate planning, retirement options, investment portfolios, and personal finance. Co-founders Darren N. Henke and Richard W. Buchan are Certified Financial Planners, and senior wealth manager Sylvia Parker is a Chartered Retirement Planning Counselor.

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 (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
4444 NE Sunset Blvd, Suite 2-034, Renton, WA 98059
  • Finance Planning

Why choose this provider?

Serving Renton, Kirkland Financial Advisers partners with individuals in preparing financially for their future. Its team takes the time to get to know each client's financial situation. From there, they present suitable recommendations for clients to achieve their financial goals. They also regularly update clients with the performance of their investments and make necessary updates if there's a change in the client's circumstances. The firm was established in 1998 by both Investment Adviser Representatives, Tim Bovey, and Shaun Dean.

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.
4.4

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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.

  • Should you worry about market ups and downs when investing for retirement in Renton?

    When investing for the long term, such as for retirement, a person in Renton should not be concerned so much about short-term fluctuations in the market. Historical data shows that the market usually rebounds even in significant market slumps, such as the 2008-2009 Global Financial Crisis. One important thing about investing for retirement is to put "time" or the long period of investing,to work as earnings accumulate over time.

  • Is there a good amount to start investing in Renton?

    Always consider your finances and determine your financial goals before beginning to invest. Financial gurus say that an excellent rule to start with is the amount you can comfortably invest. This means the money left after you have set aside a budget for short-term goals or emergency situations, credit card debts, and daily expenses.

  • Does Renton have a good economy attractive to investors?

    Renton derives a significant portion of its economy from investments coming from multinational companies such as PACCAR, Ikea, and Boeing. It continually develops projects to obtain capital investment, generate jobs, sustain the community, and improve the business ecosystem. Some of its current projects include Kennydale Gateway, Southport Expansion, and Riverside Landing. For more investment information, the Economic Development Team can be reached through its office at 1055 S Grady Way, Renton, WA 98057, and phone number at 425-430-6591.

  • Can opening a Tax-Free Savings Account (TFSA) in Renton have advantages?

    Tax-Free Savings Accounts (TFSA) can be integrated into the overall financial strategy. The maximum amount one can place on these accounts without being taxed is $6,000 a year. No matter how much the account earns or is withdrawn, it will not incur any taxes. The money saved can be used to fund a Renton person's short-term expenses, such as vacationing or large purchases.

  • For an investor in Renton, what factors affect the value of stocks?

    Generally, the value of stocks is affected by a number of factors, including international economic conditions, national political developments, and investor emotion. Market supply and demand, as well as the financial health of the company owning the stocks, can also influence stock prices. Another important barometer of the stock market is inflation and interest rates. A novice investor in Renton must carefully do research or hire a professional financial advisor before investing in the stock market because of the risks involved.

  • 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.