Laurels

Best Financial
Advisors in
Seattle
2020

Why These Financial Advisors?

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

Reviewed Curated Top Picks 158 103 21

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Fortis Financial Group FEATURED Expertise

Fortis Financial Group is a fee-based independent financial advisory firm in Seattle that provides specialized financial planning solutions for technology professionals. The firm’s team of expert wealth management professionals provide clients with in-depth planning, institutional-level investment insights, and specialized tax advice across all areas of financial management to help them manage and grow their portfolios. Fortis Financial Group offers a transparent pricing model and charges its clients based on their total net worth rather than assets under management.

Seattle, WA 98104

Website

2020 Financial Planning LLC

2020 Financial Planning LLC is a Seattle business that provides fee-only financial planning services. The firm’s services include investment management, tailored financial planning, and hourly financial planning. Founder Stacy Gallagher Ployhar is a Certified Financial Planner™ who serves near-retirees and working professionals in many sectors including the not-for-profit, public and tech sectors. She has more than 10 years of experience and Credit Card Insider, Seattle Times, Dice, Business Insider, High Beam, and others have quoted her. Stacy is a member of the Financial Planning Association. She has done pro bono financial planning for over a decade.

BBJS Financial Advisors, LLC

BBJS Financial Advisors, LLC is a Seattle firm that has been serving clients for over 15 years. Services include estate planning, investment management, mortgage review, stock options and shares planning, college education funding, retirement planning, insurance planning, and review of investment portfolio. Owner William F. Serres has over 18 years of experience and he is a Certified Public Accountant and a Certified Financial Planner. Memberships include the American Institute of Certified Public Accountants, the Financial Planning Association, and the Washington Society of Certified Public Accountants.

Seattle, WA 98101

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Carlton & Company Financial

Carlton & Company Financial is a Seattle business that provides investment management and financial planning services. The firm has over 55 years of experience in investments and serves families and individuals. Services include financial planning, education planning, retirement planning, legacy planning, risk management solutions, estate planning, impact investing, insurance services, and second opinions. Founder and Managing Director Karalyn Carlton is a Certified Wealth Strategist, an Accredited Asset Management Specialist, an Investment Advisor Representative, and an Accredited Investment Fiduciary.

Seattle, WA 98121

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Comprehensive Wealth Management

Comprehensive Wealth Management is a Lynnwood business that has been serving clients for over 15 years. Services include insurance planning, business planning, asset protection, income tax issues, budgeting, portfolio management, lifestyle planning, IRAs, succession planning, estate planning, retirement planning, tax planning, and employee retirement plans. President and Principal Shilo M. Lockett has been with Comprehensive Wealth Management for over 12 years and she has a WA State Insurance License. Comprehensive Wealth Management provides a free 90-minute consultation. The business has an A+ rating with the Better Business Bureau. Clients remark on their dedication, experience, and services.

Lynnwood, WA 98037

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Goddard Financial Planning

Goddard Financial Planning is a Seattle, Washington, firm that has been serving clients for nearly two decades. The firm provides transparent pricing and offers four different financial plans based on how long it takes for the planner to complete and present the work as outlined in the client’s project scope. Goddard Financial Planning has no fees for assets under management, no charges for commissions, and no product sales, and it provides straightforward, professional advice.

Seattle, WA 98109

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Kaizen Financial Advisors, LLC

Kaizen Financial Advisors, LLC is a Bellevue business that provides fee-based financial services. Services include financial planning, estate planning, investment planning, risk management, charitable giving, and retirement planning. Kaizen Financial Advisors, LLC helps clients with retirement planning, investment rebalancing, changing mortgage rates, college savings, and more. Founder and principal Laurie Klein is a Certified Financial Planner, a licensed insurance professional, a notary public, and a Chartered Financial Consultant.

Bellevue, WA 98004

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Larson Financial Group, LLC

Larson Financial Group, LLC is a Seattle business that serves non-profit organizations, families, and individuals. The firm provides asset management, financial planning, risk management, legacy planning, and retirement planning. Larson Financial Group, LLC offers fee-based investment management, hourly consultation, and comprehensive planning. Bill Larson is a Certified Estate Planner, an Accredited Investment Fiduciary Analyst, and a member of the Financial Educators Network. Glenda Larson is the Operations Manager and has been with the firm for over 13 years.

Seattle, WA 98106

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Laurus Financial Group

Laurus Financial Group is a Federal Way business that serves Seattle, Tacoma, and Federal Way and has more than 80 years of combined experience. Services include financial planning solutions, retirement income planning, small business solutions, insurance and annuity products, investment products, and individual and group retirement plans. Laurus Financial Group has an A+ rating from the Better Business Bureau. Dennis Hulse is the President, OSAJ, and Principal, and he has over 32 years of financial services experience. He is on the board of directors of the South King County Multi-Service Center.

Federal Way, WA 98003

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Madison Park Capital Advisors

Madison Park Capital Advisors is a Seattle wealth management firm that has over 60 years of experience and serves small businesses, families, and individuals. The business provides investment management and financial planning services. Madison Park Capital Advisors tailors their services to suit clients’ goals. Principals and co-founders Christopher Featherstone and Jeffrey Mullen have over 15 years and 28 years of experience, respectively. Christopher has a B.A. in Business Administration and is a Certified Financial Planner. Jeffrey has a B.A. degrees in Administration Science and Economics and is on the Board of Directors of the Seattle Pacific University Foundation.

Madrona Financial Services, LLC

Madrona Financial Services, LLC is a Seattle business that has been serving clients for over 17 years. The firm’s services include retirement planning, tax strategies, legacy building, and investment management. Madrona Financial Services, LLC is a member of the Washington Society of Certified Public Accountants and the America Institute of Certified Public Accountants. The business has an A+ rating from the Better Business Bureau. Brian Evans is the Chief Investment Officer and CEO and he is on the Growing Your Wealth with Brian Evans weekly radio broadcast and also is on KVI 570, Conservative Talk Radio KTTH 770, and Fox Sports AM 1380.

Mangan Wealth Management, Inc.

Founded in 2005, Mangan Wealth Management is a financial planning firm based in Seattle that offers wealth management, investment management, and tax and consulting services to small business owners and individual clients. The company specializes in finding low-cost investment vehicles and developing personalized investment approaches that keep tax liabilities to a minimum while maximizing returns. Mangan Wealth Management also compiles comprehensive quarterly portfolio performance reports and offers retirement, trust, and estate planning.

10740 Meridian Ave N Ste 209
Seattle, WA 98133

Website

Miller Advisors

Miller Advisors is a Kirkland business that provides clients with fee-based financial services. The firm’s services include financial planning, estate planning, analysis of education funding, charitable giving planning, retirement strategies, elder care, investment management, legacy planning, family business planning, and divorce planning. Clients Miller Advisors works with include young families, business owners, retirees, suddenly single individuals, high-earning individuals, and multi-generational families. Kathleen Miller is the President and CEO and she has more than 30 years of experience. She is a Certified Divorce Financial Analyst and a Certified Financial Planner. Kathleen is a guest lecturer and she is on the Seattle University Innovation and Entrepreneurship Center Advisory Board. Miller Advisors has an A+ rating from the Better Business Bureau.

Kirkland, WA 98033

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MyICON

MyICON is a Kirkland locally owned and independently operated business that serves clients in Bellevue, the Northwest, Seattle, and Kirkland. The firm provides fee-based wealth management and financial planning. MyICON’s services include estate planning, tax planning, financial planning, cash management, risk management, retirement income, liability management, and asset management. The business has more than 70 years of experience. MyICON’s advisors have designations including Chartered Financial Analyst, Certified Financial Planner, Accredited Asset Management Specialist, Chartered Financial Consultant, and Accredited Investment Fiduciary. They also have Masters in Business Administration.

Kirkland, WA 98033

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Pacific Crest Financial Advisors, LLC

Pacific Crest Financial Advisors, LLC is a Seattle firm that provides fee-only financial planning services. Wealth management services include tax planning, cash flow management, estate planning, education planning, performance reporting, and investment management. Alexander Williamson is a Certified Financial Planner and has over 23 years of experience. Darron L. Kuehn has over 12 years of financial industry experience.

Seattle, WA 98101

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S.R. Schill & Associates

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.

Mercer Island, WA 98040

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True North Wealth Advisors

True North Wealth Advisors is a Seattle fee-only firm that has been providing financial services for over 15 years. The firm’s services include investment management and financial planning services such as income tax planning, retirement planning, estate planning, education planning, cash flow planning, goal setting, risk analysis, portfolio rebalancing, and asset allocation. Karen O’Brien is the co-founder and is a Certified Financial Planner. Her affiliations include the Financial Planning Association and the American Society of Women Accountants. Joseph Hebert is a co-founder and he is a Certified Financial Planner. His affiliations are the National Association of Personal Financial Advisors and the Financial Planning Association.

Seattle, WA 98101

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WealthCollab

WealthCollab is a Bellevue business that serves individuals and families. The firm has a flat fee model and offers investment management, financial planning, and administration. WealthCollab also offers hourly financial planning services regarding matters such as a second opinion, professional analysis, and big financial decisions. Founding Principal Daniel Frankel is a Certified Financial Planner who has over nine years of experience. WealthCollab was created to help analytically minded business owners and professionals achieve and maintain financial independence. As a boutique firm, they take a uniquely personal and transparent approach to understanding and advising on your fundamental financial priorities. While making smart investment decisions is critical to success, a focus on other areas of your finances like taxes, budgeting, insurance needs, retirement contributions, savings targets, and business/real estate interests can be just as important. For this reason, their focus is to provide a comprehensive framework for aligning ALL your financial decisions with your objectives. Unlike traditional firms, WealthCollab charges on a flat fee or hourly basis rather than a percentage of assets or commission schedule. In most cases, this better aligns our interests and saves clients money. WealthCollab is fiercely independent of any financial product sales. No commissions or kickbacks.

Bellevue, WA 98004

Website

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