Laurels

Best Financial Advisors in Seattle
2021

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 172 117 35

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.

Read more about our selection process

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2020 Financial Planning LLC

  • Certified Financial Planner (CFP)

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.

1700 7th Avenue
Seattle, WA 98101

Website

Carlton & Company Financial

Carlton & Company Financial is a wealth management firm in Seattle that serves families, individuals, and small businesses. The firm's financial advisors help clients in several areas such as investment management, financial planning and consulting, retirement planning, impact and ESG investing, legacy and estate planning, and insurance and risk management planning. Managing director Karalyn Carlton founded the firm in 2011. She has more than 28 years of experience in the industry. She is a certified wealth strategist, an accredited investment fiduciary, and an investment advisor representative.

Seattle, WA 98121

Website

Evergreen Wealth Management

  • Certified Financial Planner (CFP)

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.

1700 7th Avenue
Seattle, WA 98101

Website

Kyarsip Financial Advisors LLC

  • Certified Financial Planner (CFP)

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.

1700 7th Avenue
Seattle, WA 98101

Website

Mainsail Financial Group

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.

11245 Southeast 6th Street
Bellevue, WA 98004

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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

Website

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

Website

SoundView Advisors

  • Estate Planning
  • Insurance Products
  • Retirement Planning

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.

1000 2nd Avenue
Seattle, WA 98104

Website

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

Website

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