We Have Listed The Top 10 Financial Advisors In Seattle To Help You Choose The Best Professional For Your Needs.
Address: 1700 Seventh Avenue Suite 2100 Seattle, WA 98101
Phone: 206-357-8428
Website: https://ewealthmanage.com/
As a Financial Advisor, I specialize in financial planning and investment management. Evergreen Wealth Management is a Seattle based Independent Wealth Management Company. Understanding each client’s unique situation and building highly personalized strategies is at the core of what we do. We provide education and expertise to help you reach your financial goals. Evergreen Wealth Management was created to offer clients customized Wealth Management services. Our goal is to spend necessary time to fully understand each client’s individual needs and goals not only financially but personally. We work with clients to educate and coach them through the financial planning and investment management process. We have the flexibility to use a wide range of products. This can include active management investment solutions or time tested low expense investment vehicles. If you have questions please schedule a call, we would love to hear from you! Dave is passionate about retirement planning. Our goal is to develop long term relationships with clients. Our goal is to spend necessary time to fully understand each client’s individual needs and goals not only financially but personally. We work with clients to educate and coach them through the financial planning and investment management process. Core values Trust – Relationships are built on trust. We work very hard every day to build that trust. Our goal is to have multi generational relationships with clients and work in an environment where clients come first. Listening – Understanding client preferences and hearing what is most important to each client. Client Communication – Creating not only an ongoing plan for reviews but also providing timely commentary to keep clients informed. Responsiveness- “Rapid response” – Having questions answered in an expedient manner is a core value that we implement in our firm. Tailored Plans – Every client has a different set of goals, preferences, investment experiences and concerns. We pride ourselves in learning about what drives each client both professionally and personally. There are also many risks facing investors and retirees today which include. Asset allocation Risk Market Risk Inflation Taxes Longevity Withdrawal Rate risk Sequence of Returns Risk We will work with clients to create strategies to mitigate against those risks. Please contact Dave today to schedule a complimentary initial consultation.
Address: 4730 University Way NE Suite 104 Seattle WA 98105
Phone: 206-209-2988
Website: https://financialadvisorseattle.org/
Founded in 2016, we have built a team of financial planning and advisory experts. As a firm, we are committed to remaining at the industries forefront. We remain informed of all innovative markets and companies, ensuring all investment options are the safest and most effective you will find. Financial Advisor Seattle as a firm has been pushing diligently to become the most reputable, qualified and trusted financial planner and advisor in Seattle. This is an objective that the firm is already achieving. We have built a strong client base on this ethic. We strive to continue achieving significant results for our clients, and our firms aim is to grow your wealth accumulation safely. We wish to provide knowledge and value within the financial industry, with a focal point on investment safety and success. We also educate our own clients on our process and we hope eventually they will be able to take investment strategy into their own hands. Our financial advisors, planners and investment management experts are knowledgeable and skilled thanks to our dedication in seeking and developing the most talented individuals. We want our specialists to be the best in the field, and consistently provide training for our experts. We are aware our clients may not fully understand the way financial advisors and planners operate. Within this industry, there is a lack of transparency and confusion. We have eliminated this issue and have made it our mission statement to educate clients and provide clarity on the ROI and value we, and our investments offer. Our firm had started in our founders’ garage, working singlehandedly for a relatively small base of clients. As his (and his clients) success grew, so did the firm. He had worked with clients around Seattle and Washington, and the clients had ranged from inheritors to local carpet cleaners. All have been treated with the same level respect and dedication. Since then, the firm has grown into the most innovative and experienced in the area. Thanks to our clients successes, we have specialised in providing safe, tailor-made investment and management plants that will push for absolute success.
Address: 801 Second Avenue, Suite 1600 Seattle, WA 98104
Phone: 206-464-5100
Website: https://lairdnortonwm.com/
Our clients count on our decades of experience for more than world-class investment management. More than in-depth wealth planning. More than expert trust administration and estate planning. Ultimately, they turn to us for the peace of mind that comes from knowing that all the moving parts of their wealth are aligned and optimized to obtain the life they want. Your wealth is more than a sum of investments. It can be a powerful tool for improving the world around you. We help our clients crystallize and prioritize the environmental and social issues they care about most and develop a plan that allows their wealth to positively influence them. We call this intersection between your financial and non-financial objectives sustainable investing. The belief that wealth can simultaneously achieve both desired financial outcomes and positive societal change is deeply embedded in our culture. The Laird and Norton families who founded our firm were pioneers in sustainable investing, who now steer nearly 100% of their family foundation’s investments toward impact-related funds and projects. We apply the successes and lessons they learned along the way to our clients’ own sustainable investment aspirations. As a firm providing fee-only services, we are paid solely by our clients to give advice that is in their best interest. We don’t accept kickbacks or sales commissions of any kind. Each LNWM advisor is paid a salary and does not benefit financially from any transaction made on your behalf. This means you receive unbiased, expert advice on how best to attain your goals and fulfill your vision of the future. Our integrated services are geared to optimize all that you own, while saving you time, money and undue stress. Each major financial decision you make can build on the previous ones, allowing you to move forward with confidence. The benefits of our approach tend to compound over time and through multiple generations, expanding what is possible for you and your family.
Address: 2030 1st Avenue, 3rd Floor Seattle, WA 98121
Phone: 206-258-5000
It takes a big-picture view to be a true fiduciary. Because your Personal CFO integrates across your total balance sheet, your team is distinctly positioned to act in your best interest. Being a fiduciary is our legal responsibility, and we hold ourselves to a higher standard—that’s how we help individuals and families live a richer life. In 2000, we launched Brighton Jones with a vision of a world in which every person lives a richer life. After all, life isn’t just about pursuing wealth. It’s about pursuing purpose, and the paths to get there are infinite. Today, Brighton Jones has grown to be a nationally-recognized leader in financial wellbeing. Thank you for giving us the responsibility of sitting at the crossroads of your life and your wealth. We are honored to play this role. We look forward to many more years of partnering with you to align your wealth, passions, and purpose so that you can pursue a happier, healthier, more fulfilling life... Your richer life!
Satori Financial is an independent financial advisory firm offering objective strategic advice for personal financial decision-making. We focus our work on the planning needs of working professionals and single clients, particularly single women. Our goal is to help you develop a personal financial strategy that simplifies your financial life, adapts to a changing environment, and aligns your resources with what is most important to you. Sign up for LEAVING YOUR FINANCIAL PAST BEHIND, a free 3-part educational email series It’s called personal finance for a reason: because it’s about you and your family, finances and finding happiness no matter what life doles out, including problems money can’t solve. In ancient Japan, the ruling class of samurai warrior believed that a disciplined, meditative life resulted in the ultimate achievement: enlightenment, or “Satori.” For the Samurai, being focused amid distraction, fearless in the face of threats, and confident in life was the goal. Applied to the financial aspect of 21st century living, solid financial planning is a process to help you filter out the distractions, take the fear out of financial decision-making, and balance competing objectives with knowledge. We offer the focus, discipline, and unbiased environment to allow you to develop and execute specific financial actions that address your personal ambitions. “Satori” in the financial realm results in your knowing what steps to take and having the confidence to take them.
Address: 1204 Minor Ave, Seattle, WA 98101, USA
Phone: 206-300-7464
Website: https://singerwealthmanagement.com/
Recent research suggests that women in the United States may soon hold the majority of household wealth. Yet women have complex financial needs and goals that are often sidelined in financial conversations. Alicia Singer founded Singer Wealth Management because it’s time to do better. Our progressive and relatable approach to wealth management is all about providing accurate and clear information for a richer experience around financial independence. We believe in delivering tailored financial planning services that will help women and minority individuals protect and grow their resources — on their own terms. Private, progressive, and woman-owned, Singer Wealth Management offers a tailored financial experience with a unique perspective. We prioritize long-term, goal-driven investment strategies We emphasize clarity and confidence in your personal finances We believe in the power of financial freedom — on your terms We take the time to help you prioritize your investment goals and thoroughly understand your investment options. Our goal is for you to grow your wealth in way that reflects your values and aligns with your lifestyle.
Seattle’s legacy is one of forward momentum. Since its beginning as the gateway to the Klondike, Seattle has been about striving toward prosperity. It’s the city that got the world into the clouds and started the personal computer revolution. That bias toward progress is why people from across the country and around the world want to be a part of the Seattle story. Progress, though, isn’t always easy. Even during the boom times, some people fall behind and need a hand to pick themselves up and get back on the right track. That’s where Seattle shines. From some of the most respected cancer treatment centers in the world to local organizations working tirelessly to solve problems like hunger, homelessness, and addiction, Seattleites work every day to create a better world for everyone. Seattle Credit Union was born in Seattle and we share Seattle’s vision and passion for ensuring a robust future for everyone who lives in the Puget Sound. We work with our members to find the best financial solutions, so they can enjoy personal prosperity however they define it. We also use our resources to contribute to and work with those agencies in our communities that are caring for the most vulnerable residents. We believe everyone deserves a chance to reach their potential, and sometimes we all need help on that path. We celebrate our differences, as multiple perspectives breed the best solutions. We know that inclusion leads to prosperity. While prosperity is a different dream for each of us, we are committed to bringing yours to life. Seattle Credit Union is a not-for-profit, financial cooperative that works in our members’ and communities best interest. As a member-owned credit union, we have a unique opportunity to help both reach their goals. Vision: We are Seattle’s partner in growth and prosperity. Mission: We provide trusted financial advice, a breadth of products, and personalized service from a credit union that re-invests in its members and the local community.
Address: 9706 4th Avenue NE Suite 315 Seattle, WA
Phone: 206-438-4017
Website: https://allworthfinancial.com/find-a-location/seattle
Our Seattle team has over a decade of experience providing refreshingly clear investment, financial and retirement planning advice. Conveniently located off I-5 in the Northgate neighborhood, the team in our Seattle office offers you: Retirement and Financial Planning Investment Management Tax Services Estate Planning Are you interested in learning more about Allworth Financial, winner of 2019’s NBRI Circle of Excellence award for client satisfaction? You can find out more when you listen to Money Matters, our weekly, call-in radio program, available via podcast at iTunes or Google Play. One of the country’s longest-running financial topic radio shows, Money Matters answers questions from callers about investing, retirement, taxes and more. 3 helpful reminders as high inflation sticks around We’re all dealing with the effects of inflation right now – so, inspired by a recent trip to the grocery store, Allworth Co-CEO Scott Hanson shares a few reminders he hopes you’ll find useful as higher prices hang around.
Address: 5001 25th Ave NE Suite 201E Seattle, WA 98105
Phone: 206-417-5600
Website: https://beaconpointe.com/contact-us/seattle-washington/
Beacon Pointe is a Seattle based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Seattle focuses on full service financial planning and research driven investments. Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning. We look forward to connecting with you virtually or at our Seattle office to see how best we can assist you with your investment portfolio and financial planning needs. Beacon Pointe Advisors is the largest female-led Registered Investment Advisory firm (RIA) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most.
Address: 1301 5th Ave., Suite 1350, Seattle, WA 98101
Phone: 206-728-0222
Comprehensive Financial Advice – The Purpose of Financial Planning Portfolio performance is only one piece of the wealth puzzle, because the decisions you make on social security, your mortgage, your insurance, your taxes, etc. have just as large of an impact on your wealth as your investment decisions. The purpose of financial planning is to make sure you have all your finances integrated and organized so you make prudent decisions throughout the course of your life. Fee-Only, And Not Fee-Based It’s easy to confuse the two terms, but a quick way to remember the difference is fee-only is where fees to the firm ends, and fee-based is where those fees start. As a fee-only firm, the only fees you’ll be charged are advisory fees and nothing else. And as a fiduciary, we have a legal obligation to provide advice in your best interest. However, at a fee-based firm you may be charged an advisory fee on your money, and also pay hidden commissions to them on products they sell. Highly Qualified Professionals At EP Wealth Advisors, you will have the support of a CERTIFIED FINANCIAL PLANNER™ for your financial planning and multiple Chartered Financial Analysts managing your investment portfolio. The CFP® Certification Examination is designed to assess advisors/planners’ ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations. CERTIFIED FINANCIAL PLANNERS™ must go through extensive training and are tested on 8 general financial planning areas, including: Investment Planning Tax Planning Retirement Savings and Income Planning Estate Planning Risk Management and Insurance Planning Education Planning General Planning Principles Professional Conduct and Regulation Once certified, they’re held to high ethical standards. And because they understand the complexities of an ever-changing financial landscape, they’ll make financial planning recommendations that are in your best interest.