WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Bellevue, Washington. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Bellevue, Washington | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Jim Falcone AIF®, CFP®, AIF Fulcrum Wealth Advisors, LLC |
10940 NE 33rd Place, Bellevue, WA 98004 |
425-250-6280 |
| Donald Bertrand Edelman Financial Engines, LLC |
500 108th Avenue NE, Bellevue, WA 98004 |
425-247-2961 |
| Eric Chaney Spectrum Financial Partners |
11911 NE 1st Street, Suite 103A Bellevue , WA 98005, Bellevue, WA 98005 |
425-598-2919 |
| Joe Maas CLU®, MSFS, ChFC®, CFA®, CFP®, CWPP, CVA, ABAR, CM&AA, CCIM Synergy Financial Management, LLC |
13231 SE 36th Street Suite 215, Bellevue, WA 98006 |
206-386-5455 |
| S. R. Schill & Assoc. Planners & Advisors CFP®, CFA® S. R. Schill & Associates Financial Planners & Advisors |
2448 76th Ave SE, Suite 107, Mercer Island, WA 98040 |
206-275-2700 |
| Bret Butcher Allworth Financial |
9706 4th Avenue NE Suite 315, Seattle, WA 98115 |
888-242-6766 |
| John Angelo Flavin CCIM®, ChFC®, CLU®, CFP® Aspire Capital Advisors LLC |
1815 N 45th St, Seattle, WA 98103 |
206-228-9671 |
| Dimas Lizardo CRPC® Edelman Financial Engines, LLC |
2505 S. 320th Street, Suite 220, Federal Way, WA 98003 |
253-733-7131 |
Qualifications
CRD# 2536341
FirmCRD# 13572
Series 7, 31, 63, 65
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
10940 NE 33rd Place,
Suite #210,
Bellevue,
WA 98004
Phone Number
425-250-6280
Our Mission is to help protect, preserve and grow family wealth as it pertains to our client's individual goals, dreams, and legacy. Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our client's wealth growth strategy. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments, and cash. We recognize the value of long-term planning, by seamlessly integrating cutting-edge investment strategy, modern portfolio theory, and non-traditional systems modeling into a complete plan.
Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners and organizations who seek more from their financial advisor than what conventional financial services firms offer. We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions. Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent. Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients. Our combined 121+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits and planning before product.
Qualifications
CRD# 2290470
FirmCRD# 104510
Series 65, 66
Compensation/Fee
Fee-Based
Office Location
500 108th Avenue NE,
Suite 1840,
Bellevue,
WA 98004
Phone Number
425-247-2961
I have always felt that the medical profession's Hippocratic oath also applies in the financial industry. I am a fierce advocate for my clients, and more than anything else, I want to do no harm to the individuals and families who have entrusted their life savings to Edelman Financial Engines. Beyond work, I love spending time with my wife Jenn and sons Ryan and Ethan. When I have the time, I enjoy hiking and taking long walks in western Washington.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 3016480
FirmCRD# 8032
Series 7, 63, 65
Compensation/Fee
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
11911 NE 1st Street, Suite 103A Bellevue , WA 98005,
3715 S Hudson Street, Suite 104 Seattle, WA 98118,
Bellevue,
WA 98005
Phone Number
425-598-2919
Eric wants to live in a world filled with people who are at financial peace, unburdened by the anxiety that comes with trying to figure out how to never go broke. He also wants to live in a world where markets only go up, people never become chronically ill, and emergencies never occur. Unfortunately, that world doesn't exist. As a financial advisor and planner with more than 20 years of experience, he's worked with clients as young as 1 and as old as 93. He's seen clients' toddlers graduate from college, attended many retirement parties, and managed to navigate through some of the most tumultuous markets years in the history of our nation. That look in his eye is the look of someone who's seen it all but is always looking to learn more and pass that knowledge on. When he's not helping families of special needs children and adults figure out how to make their money last two lifetimes, you'll find him spending time with his patient and big-hearted wife, Heather, and their two wonderful children. His oldest is autistic (and amazing) and that has been a driving force behind his goal to be a significant long-term resource for other families that want to know that (a) its going to be okay, (b) they aren't alone, and (c) people are here to help. Eric knows first-hand how hard it is to plan for two lifetimes, let alone one.
Our Advisors provide independent, local, and full-service personal wealth management through our SEC-Registered Investment Adviser. Providing this service that allows you to focus on the most important things in your life. We look to build long-term relationships built on trust. Keeping your best interests front and center, we break down your sometimes complex and confusing financial lives into manageable and actionable parts. Then, year after year, we help keep you on track within your unique vision for the future. Local - Based in Bellevue and Seattle, we live and work in your community, the Pacific Northwest. Our business is built on decades' worth of local relationships. When you need something that is beyond our capacity, we probably know someone local who can help. Straight talk - We will tell you what you need to know, not what we think you want to hear. Meet you where you are at - Whether you are an engineer who takes great comfort in spreadsheets and sophisticated analytical illustrations or a person for whom "graph" is a dirty word, our job is to explain findings and recommendations in the way that works best for you. We will not use jargon to impress or confuse you. We want to help you achieve financial independence. Our twin obsessions: Make sure - to the best of our ability - you don't run out of money. Help you achieve the life you want to live.
Qualifications
CRD# 2170891
FirmCRD# 117201
Series 65
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
13231 SE 36th Street Suite 215,
Suite 215,
Bellevue,
WA 98006
Phone Number
206-386-5455
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA CEO, Chief Investment Officer Joe Maas is the Chief Investment Officer and lead portfolio manager for Synergy Financial Management LLC (SFM). A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors. Mr. Maas holds a variety of world-renowned professional designations; he is a CFA (Chartered Financial Analyst) Charterholder, which is the world's most respected investment professional's achievement. In addition to the CFA, Mr. Mass is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). Mr. Maas professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million. Mr. Maas earned his reputation as a Certified Financial Planner™ (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning. Adding to Mr. Maas many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and being a certified commercial investment member (CCIM™) with expertise in commercial and investment real estate. In 2000, Mr.Maas earned his Master of Science in Financial Services (MSFS) from The American College. Mr. Maas earned his reputation as a Certified Financial Planner™ (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning. Adding to Mr. Maas many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and being a certified commercial investment member (CCIM™) with expertise in commercial and investment real estate. In 2000, Mr. Maas earned his Master of Science in Financial Services (MSFS) from The American College.
Synergy Financial Management, LLC (SFM) is a financial planning and Registered Investment Advisory firm headquartered in Bellevue, WA. The firm specializes in providing fee-based comprehensive financial planning services and investment advice to individuals and businesses. Since Synergy Financial Management, LLC is a fee-based advisor; potential conflicts of interest regarding compensation are removed.
Qualifications
CRD# 413364
FirmCRD# 105864
Series 7, 63, 65
Compensation/Fee
Fee Only
Office Location
2448 76th Ave SE, Suite 107,
Mercer Island,
WA 98040
Phone Number
206-275-2700
Since 1987, S. R. Schill & Associates has been helping our clients realize their dreams-- dreams of financial security, sending their children to college and enjoying their retirement. We are a family-run business that provides a full range of wealth management services for individuals and families while placing an emphasis on one-on-one relationships. We make it possible for everyone to have a financial plan prepared by a fee-only fiduciary.
S. R. Schill & Associates is a family run business with a process that provides a full range of services. Our process is the heart of everything we do and has been since Stanley R. Schill founded the firm over 30 years ago. It encompasses all aspects of acquiring, managing and growing wealth from short and long term strategies that consider all aspects of your financial life to investment advice that's tailored to your personal situation. We're a family, here for your family.
Qualifications
CRD# 5257622
FirmCRD# 111167
Compensation/Fee
Fee-Based
Office Location
9706 4th Avenue NE Suite 315,
Seattle,
WA 98115
Phone Number
888-242-6766
Allworth Financial's Bret Butcher, CFP®, MBA, serves the Seattle area and has more than 14 years of research and advisory experience in the financial sector. Bret grew up in Southern California, receiving his undergraduate degree from California State University San Bernardino before going on to earn an MBA from the School of Business at the University of California, Riverside. When not enjoying all his neighborhood of Ballard has to offer with his family, Bret spends time working for dog rescue organizations. “Easily, the most rewarding part of my career is guiding someone through the planning and implementation process, and then up to, into and through retirement,” he said. Adding: “I can’t emphasize enough that, when it comes to saving, it is always better to have a plan.”
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Qualifications
CRD# 2800392
FirmCRD# 298366
Series 65
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee
Office Location
1815 N 45th St,
Suite 105,
Seattle,
WA 98103
Phone Number
206-228-9671
As a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Commercial Investment Member (CCIM), and an Accredited Investment Fiduciary (AIF), John has extensive experience and practical education in all aspects of financial planning and financial services. John has been awarded outstanding achievement awards from the Cascade Association of Life Underwriters and as Broker of the Year at a previous firm. John enjoys sharing his knowledge at industry conferences on topics ranging from client relations to 401(k) and 403(b) planning techniques. He has been quoted in several national publications, including Investment News and the Wall Street Journal. John graduated with a BS from Boston College where he earned both academic and athletic scholarships, and completed postgraduate work in Baltimore, Maryland. John volunteers with several local organizations, and he and his family have helped build schools, health care centers, and homes for the poor in Nicaragua since 1989. John is an accomplished classical violinist and active in jiu jitsu. But his true passions are alligator wrestling, singing off key, and laughing with his three young children, and creating a future with his wife, Shannon.
At Aspire Capital Advisors, we're honored to help businesses, non-profits and individuals plan, manage and work toward their financial goals. We believe in a personalized, attentive approach to financial planning. We value lifelong relationships with our clients. And we love to see people achieve their dreams. Ready when you are.
Qualifications
CRD# 2059619
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
2505 S. 320th Street, Suite 220,
Federal Way,
WA 98003
Phone Number
253-733-7131
I'm a planner with more than 30 years of financial services experience. My sole focus is helping my clients ensure that they can live their lives free of financial worry by making a plan and helping them stay on track. When I'm not helping my clients, you can find me Travel the world and running my next half or full marathon. I'm also an outdoor enthusiast and speak fluent Spanish.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
