Financial Advisors - Seattle, Washington |

 Compare Local Financial Advisors

Congratulations!

WiserAdvisor has qualified financial advisors serving the Seattle, Washington area.


Our Recommendations:

  • Talk to at least 2 to 3 financial advisors.
  • Hire an advisor who meets your own specific needs.

Special Offer!

FREE 1-on-1 consultation with qualified financial advisors

  • Complete the form to the right and click Find My Advisor'.
  • We will research and find you 2 to 3 advisors who match with your specified needs.
  • This match is from an impressive list of credentialed and pre-screened investment advisors.

sevenreasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-207-9676
Please provide the information we need to match you with pre-screened Financial Advisors.
What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name: Last Name:
Email Phone No:
Additional information (optional)
Privacy Policy | Terms & Conditions

Financial Advisors in or around Seattle, Washington

WiserAdvisor >  Financial Advisors >   Washington >   Seattle 

William Serres, CFP, Financial Advisor from Seattle, Washington
(388 views)

We provide financial planning services including wealth management, retirement planning, estate planning, tax planning, insurance planning, and education planning. We are service oriented and do... read more>>

Ethan Broga, CFP, MS, Financial Advisor from Seattle, Washington
(767 views)

Ethan specializes in helping soon-to-be retirees significantly strengthen their financial position through the use of innovative tax, planning, and investment strategies. To learn more visit our web... read more>>

Joe Maas, CFA, CFP, CLU, ChFC, MSFS, CCIM, CWPP, Financial Advisor from Seattle, Washington
(9 views)

Synergy Financial Management, LLC (SFM) is a financial planning and Registered Investment Advisory firm headquartered in Seattle, WA. The firm specializes in providing fee-based comprehensive... read more>>

Chris Niemela, Financial Advisor from Seattle, Washington
(469 views)

Foresee Wealth Advisors is a full-service wealth management firm in Bellevue, Washington. We provide comprehensive financial planning and objective investment advice for high net-worth individuals... read more>>

Norm Thomson, Financial Advisor from Seattle, Washington

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and... read more>>

Monte Snider, Financial Advisor from Seattle, Washington
(437 views)

Snider Financial Group, Inc., is a full-service wealth management team of Financial Advisors in Bellevue, WA. We recognize the importance of creating long-term client relationships built on integrity... read more>>

Dennis Gibb, CFP®, Financial Advisor from Seattle, Washington
(313 views)

Sweetwater Investments was named one of the Top 100 independent investment firms by Barron's in 2007. Sweetwater's mission is to create for each client a financial plan fully reflective of the... read more>>

Don Norris, Financial Advisor from Seattle, Washington
(30 views)

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and... read more>>

Norm Thomson, Financial Advisor from Seattle, Washington
(25 views)

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and... read more>>

Richard Devlin, Financial Advisor from Seattle, Washington
(39 views)

In todays challenging marketplace, one thing that remains constant is having investment goals. Whether its planning for retirement, a childs education or the start of a new business, you pursue... read more>>

Chris Dolan, Financial Advisor from Seattle, Washington

Brian Evans, CPA/PFS, Financial Advisor from Seattle, Washington
(76 views)

Madrona Financial Services is an independent, fee-based comprehensive wealth management firm. We distinguish ourselves in the following ways:Allegiance to Our Clients: As a Registered Investment... read more>>

Rich Bardue, CFP, Financial Advisor from Seattle, Washington
(227 views)

Our client relationships are built on two key principals: Putting our clients' interests first and providing exceptional personal service. At the heart of the relationship between you and us is a... read more>>

Dwight Olson, Financial Advisor from Seattle, Washington
(101 views)

Well show you how our principles, perspective, discipline, and dedication make us different. We have expertise, experience, and sophisticated resources, and we use them to help our clients achieve... read more>>

Robert, Everett Frey, Financial Advisor from Seattle, Washington
(11 views)

Brynn Fowler, Financial Advisor from Seattle, Washington
(74 views)

I take a client-centric approach that integrates investment decisions with pressing financial needs and desired goals. Areas of focus include: Retirement planning Education planning and... read more>>

Curtis Erickson, Financial Advisor from Seattle, Washington
(123 views)

We coach you to have greater peace of mind about your long term investments. We help you answer the 20 must answered questions about investing through coaching workshops. We provide a second... read more>>

Matt McKellar, CFP, Financial Advisor from Seattle, Washington
(84 views)

"2009 Five Star Wealth Manager: Best in Client Satisfaction" - Seattle Magazine. With over two decades of experience working with Northwest families, we have positioned ICON as one of the... read more>>

Perry Smith, Financial Advisor from Seattle, Washington
(45 views)

We help high net worth individuals, professionals, small business owners and women investors in their desire to understand, build and retain their wealth.

more
nomore

Popular Articles :

Financial Aid Guide for Families

Financial Aid Guide for Families By Paula Pant   College is a big expense. According to the College Board, the average annual cost of tuition and other expenses for the 2013-14 academic year... more

How to Plan for Risk in Your Portfolio by Knowing Your Tolerance and Capacity

Summary: Tolerance and capacity are two ingredients of risk when it comes to investments and retirement planning. We look at what they are, and what kind of critical impacts they can create when... more

Retirement and Risk: The Difference Between Tolerance and Capacity (and Why You Need to Know It)

When we think about recipes for well-funded retirement plans we often start with some basic concepts. One of them is that investments are at the root of preparing for our post-work years. Packed into... more

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only
top button