Best Financial Advisors in Seattle

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Fortis Financial Group logo
FEATURED
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Free consultation.

Fortis Financial Group

Bellevue, WA 98004
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Business Description

Fortis Financial Group is a fee-based independent financial advisory firm in the Seattle area that provides specialized financial planning solutions for technology professionals. The firm’s team of expert wealth management professionals provide clients with in-depth planning, scenario analysis, institutional-level investment insights, and specialized tax advice across all areas of financial management to help them manage and grow their portfolios. In addition, Fortis has extensive real estate experience and an in-house mortgage company to provide clients with attractive mortgage pricing. Fortis’ mission is to enrich the lives of its clients by helping them find security and freedom in their financial lives.

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
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Detail

Price: Free consultation.

Brighton Jones logo
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Brighton Jones

2030 1st Avenue, Seattle, WA 98121
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Business Description

Brighton Jones is a wealth management company located in the Seattle area. It offers services as a personal corporate financial officer to individuals who need advice across their whole balance sheet. The company also provides real estate, private equity, and philanthropic advice, as well as institutional asset management and tax planning services. Additionally, Brighton Jones delivers a personalized strategic plan that considers the short- and long-term strategies of its client's financial life. It also serves individuals in Minneapolis and Portland.

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
Carlton & Company Financial logo
FEATURED
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Carlton & Company Financial

2107 Elliott Avenue Suite 305, Seattle, WA 98121
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  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning

Business Description

Carlton & Company Financial is an independent, woman-owned wealth management firm based in Seattle, serving those seeking advocacy, organization, and strategic planning. Client services include investment management, retirement, and financial planning and consulting, ESG and sustainable investing, legacy and estate planning, and insurance and risk management. Founded in 2011 by Karalyn Carlton, a Certified Wealth Strategist®, an Accredited Investment Fiduciary, and an investment advisor representative with more than 20 years in the financial industry.

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
SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Seattle, WA

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

2020 Financial Planning LLC logo
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2020 Financial Planning LLC

1700 7th Avenue, Seattle, WA 98101
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  • Certified Financial Planner (CFP)

Business Description

2020 Financial Planning LLC has been helping clients in Seattle secure financial freedom since 2010. This firm was started by Stacy Ployhar, a Certified Financial Planner who has previously participated in pro bono activities. Through a combination of expertise and a goal-based approach, Ployhar assists clients with wealth management and different levels of financial planning services. Her clientele also ranges from working professionals to companies, such as Microsoft and Amazon. In addition, Ployhar was featured in the Seattle Times, Business Insider, and Forbes.

Alterra Advisors logo
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Alterra Advisors

500 108th Avenue Northeast, Bellevue, WA 98004
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  • Certified Financial Planner (CFP)

Business Description

Alterra Advisors provides wealth management solutions to retirees, business owners, and working professionals in Seattle. Its team offers personalized financial plans designed according to clients' lifestyles, situations, objectives, and legacy & retirement plans. Its consultants assist its customers in planning for taxes, insurances, businesses, and estate & legacies. In addition, the business helps in transforming charitable intentions into action plans through its philanthropy services. The owners of Alterra Advisors are Certified Financial Planners. Its name comes from "alter," the Latin term for "altruism," and "terra," meaning land.

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 (11)

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
Arrivity Financial Planning logo
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Arrivity Financial Planning

1200 Westlake Avenue North, Seattle, WA 98109
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  • Certified Financial Planner (CFP)

Business Description

Arrivity Financial Planning is an independent team of financial advisors offering services to clients in Seattle and its surrounding areas. The firm provides financial planning services that help clients understand their financial situation and uses available investment opportunities. Its financial planning approach is personalized to suit each of its client's financial needs and interests. Nancy Dienes, the president of Arrivity Financial Planning, is a member of the National Association of Professional Financial Advisors and the Financial Planning Association of Puget Sound.

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
BBJS Financial Advisors, LLC logo
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BBJS Financial Advisors, LLC

1501 4th Avenue, Seattle, WA 98101
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

BBJS Financial Advisors, LLC, is an independent firm that caters to clients in Seattle and the surrounding communities. Its financial services include asset management, diversification and risk tolerance analysis, major purchase planning strategies, net worth calculation, and tax minimization. It also offers estate plan forecasting, investment management, and risk mitigation. William F. Serres, the owner, has been working in the financial services industry since 1997. He is a Certified Financial Planner and a member of the Financial Planning Association.

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
Comprehensive Wealth Management logo
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Comprehensive Wealth Management

3500 188th Street Southwest, Lynnwood, WA 98037
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Comprehensive Wealth Management (CWM) is a firm that collaborates with clients in the Pacific Northwest. As a financial planning and wealth management firm, CWM helps clients clearly identify and pursue their lifestyle goals by utilizing a family-oriented approach. It offers high-touch, client-focused investment planning and implementation that helps strengthen the client’s financial health. It also covers insurance planning, tax strategies and coordination with tax advisors, and portfolio management. President Shilo Lockett and her team collectively bring decades of experience in financial 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

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
Creative Money LLC logo
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Creative Money LLC

500 Yale Avenue North, Seattle, WA 98109
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Creative Money LLC is an independent financial planning and advisory firm that serves clients who want to have financial clarity, organization, and evolution in Seattle. The company is composed of trained professionals who aim to help clients by coaching, giving support, providing financial planning, and guidance. One of Creative Money LLC's financial planners, Mindy Crary, graduated with a master's in business and has 22 years of experience in the big financial industry. Crary also has professional certifications in the coaching industry.

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)
Evergreen Wealth Management logo
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Evergreen Wealth Management

1700 7th Avenue, Seattle, WA 98101
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  • Certified Financial Planner (CFP)

Business Description

Evergreen Wealth Management is an independent financial advisory firm that serves individuals, families, and businesses in the Seattle metro and the surrounding areas. Its services include asset allocation guidance, charitable and college planning, pension maximization, and tax management. It also offers investment management and Social Security maximization techniques. Dave Stanfield, the owner, has been working in the financial services industry since 1997. He is an Enrolled Agent and a Certified Financial Planner.

Ignite Financial Planning logo
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Ignite Financial Planning

500 Yale Avenue North, Seattle, WA 98109
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  • Certified Financial Planner (CFP)

Business Description

Ignite Financial Planning caters to individuals and families across the Seattle metro. It is an independent firm dedicated to helping clients understand and manage their finances to reach certain life goals. It teaches financial strategies that aid in repaying student loans, buying home properties, reducing taxes, and building long-term investment portfolios. Riley Poppy, the company's founder, is a Certified Financial Planner and serves as a CFP board mentor supporting other professionals in the financial planning community.

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)
Kyarsip Financial Advisors LLC logo
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Kyarsip Financial Advisors LLC

1700 7th Avenue, Seattle, WA 98101
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  • Certified Financial Planner (CFP)

Business Description

Kyarsip Financial Advisors LLC is an independent business that caters to clients in Seattle and the surrounding areas. It offers financial advice, investment management, and retirement planning services. Geleg Kyarsip, the owner, is a Certified Financial Planner who has more than 30 years of experience in the financial industry. He holds a bachelor's degree in Finance, with a major in financial planning. He has helped many clients reach their financial goals over the course of his career.

Leonard Rickey Investment Advisors P.L.L.C. logo
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Leonard Rickey Investment Advisors P.L.L.C.

6501 Perimeter Road South, Seattle, WA 98108
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  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Business Description

Leonard Rickey Investment Advisors P.L.L.C. is a family-owned and family-operated financial advisory firm serving clients in Seattle. It offers a wide range of financial planning services that include wealth management, ESG portfolios, asset allocation, and cash flow management. The firm's financial advisors and planners offer a portfolio of individual stocks that suit clients' needs and preferences. As a way to give back to the community, the firm supports several organizations that include Southwest Rotary, Yakima Symphony, and Crime Stoppers.

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 (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
Madison Park Capital Advisors logo
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Madison Park Capital Advisors

701 5th Avenue, Seattle, WA 98104
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  • Certified Financial Planner (CFP)

Business Description

Madison Park Capital Advisors is a wealth management firm that serves individuals, families, and small businesses from Seattle and the surrounding areas. It utilizes tactical asset allocation strategies to help clients attain financial goals such as converting wealth to income, planning for retirement, and preparing for a major purchase. Co-founder Jeffrey Mullen worked in the investment industry for more than three decades. He also served on the board of directors of the Seattle Pacific University Foundation.

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
Mainsail Financial Group logo
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Mainsail Financial Group

11245 Southeast 6th Street, Bellevue, WA 98004
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Business Description

Mainsail Financial Group is a boutique financial advisory firm servicing the residents of Seattle. Its team of financial advisors manages the clients' taxation, helps them preserve their wealth, and works with them in creating retirement plans. They offer situational and comprehensive planning services and are committed to providing a holistic approach to financial planning. Adam Laibson, one of the firm's financial advisors, has nearly 20 years of industry experience. For four consecutive years, he received Seattle Magazine's Five Star Wealth Manager award.

Mainspring Wealth Advisors LLC logo
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Mainspring Wealth Advisors LLC

2236 32nd Avenue West, Seattle, WA 98199
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  • Retirement Planning

Business Description

Mainspring Wealth Advisors LLC is a financial advisory agency that serves Seattle and the surrounding areas. It caters to different types of clients, including business owners, families, and pre-retirees or retirees. The firm offers a wide array of services, including asset preservation, cash flow maximization, charitable giving, tax mitigation, and wealth preservation and transfer. Mainspring Wealth Advisors has been in the business since 2013. Kevin Skogen, the CEO, holds various designations, such as Certified Financial Planner and Chartered Financial Consultant.

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
Miller Advisors logo
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Miller Advisors

11 10th Avenue, Kirkland, WA 98033
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  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

Business Description

Miller Advisors is a wealth management firm that serves high-net-worth individuals and families in Seattle and the surrounding areas. The firm offers a wide range of services, including financial planning, investment management, and retirement strategies. It also provides family business planning, legacy planning, divorce planning, and elder care services. The Miller Advisors team has a combined experience of more than 50 years in wealth management. The firm is a member of the Investment Advisors Division of Raymond James Financial Services, Inc.

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
My Icon logo
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My Icon

520 6th Street South, Kirkland, WA 98033
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  • Retirement Planning

Business Description

My Icon is an independent and family-owned wealth management firm that serves clients in Seattle. For over 80 years, it has been providing financial solutions to individuals, families, and businesses who want to grow and secure their finances and assets. The firm offers needs-based recommendations and strategies when designing financial plans for clients. It also assists them in their investment decisions, retirement plans, asset management, and taxes. My Icon is a member of the CFA Institute and Financial Planning Association.

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 (1)
Olson Investment Advisors logo
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Olson Investment Advisors

520 Pike Street, Seattle, WA 98101
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  • Estate Planning
  • Retirement Planning

Business Description

Olson Investment Advisors is a Seattle-based financial services company that helps clients in a wide range of areas such as investments, variable annuities, common stocks, brokerage accounts, and educational IRAs. The advisors also assist clients in attaining retirement goals through financial plans and address concerns regarding estate, college, and 401(k) plans. Dan Goldman, Olson Investment Advisors' portfolio manager and president, is a Certified Financial Advisor who joined the firm in 2006. He is a former senior financial analyst for Microsoft Corporation.

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
Private Ocean logo
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Private Ocean

1700 Westlake Avenue North, Seattle, WA 98109
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Private Ocean is a financial planning firm that serves the Seattle area. Its team of advisors guides clients in asset protection, business succession, and pre-retirement and retirement planning. They address issues concerning taxes and estates and create financial plans that may involve investments. The financial planners create internationally diversified investment portfolios grounded on academic research. Private Ocean supports nonprofits like the Marine Mammal Center and SR3 which are both focused on marine life health and conservation.

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
S.R. Schill & Associates logo
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S.R. Schill & Associates

Mercer Island, WA 98040
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Business Description

S.R. Schill & Associates is a Mercer Island family-run business that has been serving clients for over 28 years. The business serves business owners, individuals, families, and endowments and foundations. Services include financial planning, wealth management, and financial advisory. S.R. Schill & Associates provides tax strategies, asset protection, estate planning, business succession planning, charitable strategies, and retirement planning. The business provides free notary service to clients in Mercer Island.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
SoundView Advisors logo
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SoundView Advisors

1000 2nd Avenue, Seattle, WA 98104
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  • Estate Planning
  • Retirement Planning
  • Insurance Products

Business Description

SoundView Advisors is a Pacific Northwest wealth management firm that serves clients in Seattle. It helps clients in reaching their financial goals by guiding them on matters related to taxes, investments, and retirement. The firm practices financial life planning, which links a successful financial plan to a thorough understanding of a client's life plan. It takes on a limited number of clients to provide quality and continuous services. Co-owner Kevin Slater founded the firm in 2007 with the goal of providing thoughtful financial planning services.

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
WealthCollab logo
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WealthCollab

1400 112th Avenue Southeast, Bellevue, WA 98004
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  • Certified Financial Planner (CFP)

Business Description

WealthCollab is a wealth management firm serving Seattle clients. It offers financial planning and investment management services, including decision framework, strategic reviews, benefits analysis, tax-loss harvesting, and 401(k) allocation. Services for the family office are also provided. The firm has an online financial dashboard that provides 24/7 access to performance reporting and financial plans. It has been featured in different publications, such as Forbes and U.S. News & World Report. The founding principal, Daniel Frankel, is a Certified Financial Planner with ten years of expertise in the 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 (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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Wiegand Financial Group logo
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Wiegand Financial Group

121 Lakeside Avenue, Seattle, WA 98122
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  • Certified Financial Planner (CFP)

Business Description

Wiegand Financial Group has been serving clients in Seattle and the surrounding areas for more than 35 years. It offers retirement income planning and strategies that incorporate clients' income sources, such as pensions, rental property, and Social Security. It also empowers clients through distribution strategies, estate planning, investment management, and tax efficiency and strategy. Graham Miller, the owner, is a Certified Financial Planner. He has been leading the business since founder Andy Wiegand's retirement in 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
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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