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Best Financial Advisors in Seattle

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2023
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Fortis Financial Group logo
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Fortis Financial Group

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Bellevue, WA 98004
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning
  • Certified Financial Planner (CFP)

Business Description

Fortis Financial Group is an independent, fiduciary financial advisory firm in the Pacific Northwest that provides financial planning solutions to the residents of Seattle. Its wealth management team, which is composed of CFPs, CFAs, and CPAs, provides technology professionals with direct access to the financial group. The team offers scenario analysis, financial planning, institutional-level investment insights, and tax advice across the areas of financial management to help clients manage and grow their portfolios. Fortis’ mission is to enrich the lives of people through financial freedom and security.

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

Brighton Jones logo
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Schedule Your Free Consultation

Brighton Jones

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2030 1st Avenue, Seattle, WA 98121
  • Wealth Management
  • Retirement Planning
  • Tax Advisory

Business Description

Brighton Jones helps the people of Seattle and the surrounding areas manage their finances. While coordinating clients' wealth with core values, the company's CFO professionals work on different aspects of financial planning, such as retirement, taxes, investments, executive compensation, estate planning, and charitable giving. They take the time to understand each individual's present lifestyle and long-term goals to develop a personalized financial plan. Since the firm's founding in 2000, the team has worked with more than 4,000 clients.

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: Schedule Your Free Consultation

Synergos Advisory LLC logo
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License Verified:

License: 304021

Investment Adviser Public Disclosure Database, SEC

Free Consultation

Synergos Advisory LLC

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1700 Westlake Ave N, Suite 200, Seattle, WA 98109
  • Estate Planning
  • Tax Preparation
  • Tax Planning
  • Financial Planning
  • Certified Financial Planner (CFP)

Business Description

Synergos Advisory LLC caters to residents in Seattle. It offers comprehensive financial planning services to help engineers, technologists, researchers, executives, and mid-level managers oversee their assets and finances. The company assists people in creating estate planning, risk management, retirement saving, and Roth 401(K) and IRA conversion strategies. It performs cash flow management and ISO, NSO, RS/RSU tax planning. The firm's principal professional, David Uhlmann, is a member of the National Association of Personal Financial Advisors. He is a CFP and an AAMS.

License Verified:

License: 304021

Investment Adviser Public Disclosure Database, SEC

Price: Free Consultation

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Alterra Advisors logo
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Alterra Advisors

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500 108th Avenue Northeast, Bellevue, WA 98004
  • 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

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1200 Westlake Avenue North, Seattle, WA 98109
  • 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

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1501 4th Avenue, Seattle, WA 98101
  • 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
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
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Carlton & Company Financial

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2107 Elliott Avenue Suite 305, Seattle, WA 98121
  • 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.

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
Comprehensive Wealth Management logo
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Comprehensive Wealth Management

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3500 188th Street Southwest, Lynnwood, WA 98037
  • 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
Yelp
3.0 / 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
Ignite Financial Planning logo
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Ignite Financial Planning

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500 Yale Avenue North, Seattle, WA 98109
  • 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)
Leonard Rickey Investment Advisors P.L.L.C. logo
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Leonard Rickey Investment Advisors P.L.L.C.

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6501 Perimeter Road South, Seattle, WA 98108
  • 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

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701 5th Avenue, Seattle, WA 98104
  • 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
Mainspring Wealth Advisors LLC logo

Mainspring Wealth Advisors LLC

2236 32nd Avenue West, Seattle, WA 98199
  • 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
Yelp
5.0 / 5 (22)

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

Miller Advisors

11 10th Avenue, Kirkland, WA 98033
  • 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

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
Olson Investment Advisors logo

Olson Investment Advisors

520 Pike Street, Seattle, WA 98101
  • 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
S.R. Schill & Associates logo

S.R. Schill & Associates

Mercer Island, WA 98040

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.

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

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1000 2nd Avenue, Seattle, WA 98104
  • 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

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1400 112th Avenue Southeast, Bellevue, WA 98004
  • 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

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121 Lakeside Avenue, Seattle, WA 98122
  • 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

Frequently Asked Questions

  • 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.

  • 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.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.