Seattle financial planner

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. 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. 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. 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 Founded in , Mangan Wealth Management is a financial planning firm based in Seattle that offers wealth management, investment management, and tax and consulting services to small business owners and individual clients.

The company specializes in finding low-cost investment vehicles and developing personalized investment approaches that keep tax liabilities to a minimum while maximizing returns.

Mangan Wealth Management also compiles comprehensive quarterly portfolio performance reports and offers retirement, trust, and estate planning. 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. My Icon is an independent and family-owned wealth management firm that serves clients in Seattle.

For over 80 years, it has been providing financial solutions to individuals, families, and businesses who want to grow and secure their finances and assets. The firm offers needs-based recommendations and strategies when designing financial plans for clients.

It also assists them in their investment decisions, retirement plans, asset management, and taxes. 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 k plans.

He is a former senior financial analyst for Microsoft Corporation. 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.

Pathways to Resolution serves clients in the Seattle area. Leading advisor Teresa Sisk is a Certified Divorce Financial Analyst who has over 30 years of experience managing assets, analyzing real estate investment portfolios, and reviewing and analyzing financial statements.

She has assisted and educated couples in the financial aspects of divorce and separation through financial planning and mediation. Teresa is also certified by the Washington Mediation Association and a member of the Association for Conflict Resolution. Private Ocean is a financial planning firm that serves the Seattle area. Its team of advisors guides clients in asset protection, business succession, and pre-retirement and retirement planning. They address issues concerning taxes and estates and create financial plans that may involve investments.

The financial planners create internationally diversified investment portfolios grounded on academic research. Private Ocean supports nonprofits like the Marine Mammal Center and SR3 which are both focused on marine life health and conservation. Services the firm offers include financial planning, asset protection, goal setting, tax planning, estate planning, college planning, investment review, pre- and post-retirement planning, career transitioning, career transitioning, and financial seminars.

The business serves business owners, individuals, families, and endowments and foundations. Services include financial planning, wealth management, and financial advisory. The business provides free notary service to clients in Mercer Island. Mercer Island, WA Sea to Peak Financial Advisors is a fiduciary firm serving Seattle. The firm works together with professionals and executives in investment and financial planning and coaching.

Below are the services offered by this wealth management firm in Bellevue, WA:. With the wide selection of services that Bordeaux Wealth Advisors offers, this firm will work to help you reach your unique goals, no matter where you are in your life journey.

Bordeaux Wealth Advisors is an excellent choice for those individuals and business owners who like having peace of mind while staying focused on doing what they love. Beyond just your financial peace of mind, Brighton Jones cares about your happiness. Personal CFO Services. For clients that want a comprehensive approach to wealth management and someone to be at their side, Brighton Jones offers Personal CFO Services. These services cover a wide variety of financial needs and goals through all areas of your life journey.

Services provided by the Seattle wealth management professionals at Brighton Jones include:. Expert k Advisors. Owning a business can have unique financial complexities, especially when it comes to managing employee benefits packages. For business owners, enlisting the help of a top financial planner in Seattle can help employees receive the support they need to make informed financial decisions, ultimately improving the overall health of the business.

The Seattle financial advisors at Brighton Jones have a wide range of experience providing fiduciary advice for executive compensation and benefits packages, including for past clients, such as Amazon, Boeing, Microsoft, and Starbucks. Brighton Jones has an excellent track record working with both individual and business clients. Empirical Wealth Management. Tailored Investment Management.

With so many different types of portfolios, finding the right one that fits your unique financial needs requires a deep understanding of you and your financial goals.

This team of advisors works hard to explore your financial opportunities and challenges in order to tailor the most optimal financial advice and solutions for your situation. As a part of this process, this Seattle and Bellevue wealth management firm will take many things into consideration, such as:.

Positioning your portfolio to sustain your spending needs both regular and periodic ones. Planning with you for uncertainty and taking only those risks needed to help you achieve your goals. Designing proactive tax planning to complement your portfolio. Considering your family, loved ones, and charitable organizations. With all of this in mind, EWM will then tailor your portfolio to your unique tax circumstances, liquidity needs, and any other personal constraints while aiming to increase return through specialized portfolio diversification.

Charitable Work. Empirical Wealth Management is highly dedicated to being responsible towards both the local and global community, and the firm puts it into practice by regularly giving back. They are involved in volunteering, charitable donations, pro bono engagements, and many other actions that allow them to make a lasting impact in the community. With a wide range of services aimed at both individuals and business owners, Empirical Wealth Management is a great firm to partner with.

Even though we typically prefer to include fee-only firms, EWM has secured its place in our ranking due to its commitment to unbiased financial planning, investment solutions, and charitable work. EP Wealth Advisors Review. EP Wealth Advisors is a top Bellevue, Washington financial advisory firm with seven additional offices in California and two in Colorado. They believe in the principles of transparency, purpose, and simplicity. Peace of Mind Planning Model. This model is designed to simplify financial planning and help make the process as easy and straightforward as possible.

This planning model includes the following steps:. Top Seattle Wealth Management Firm. Retirement Planning. Planning for retirement is a key objective of many investors. The Bellevue financial advisors at EP Wealth Advisors can help with a comprehensive and well-crafted plan to ensure your finances are ready when you reach your desired retirement age. These expert financial planners in the Seattle area understand that three key areas need to be balanced when planning for retirement.

They are:. They offer a very robust set of retirement planning strategies, making them an excellent Washington financial planner for anyone focused on retirement. Their strategies include the integration of:. From life transition planning to financial education to tax-efficient investing, the experts at EP Wealth Advisors can provide you with a tailored strategy to reach your financial goals. Their wide array of services ensures they can handle just about any type of financial need.

Laird Norton Wealth Management Review. Laird Norton Wealth Management is a top financial advisory firm in Seattle, Washington that was founded by clients for the benefit of clients. Since , the firm has been serving high-net-worth families, individuals, foundations, and endowments. Why wait until you accumulate a lot of money before you make a plan for it? Your signpost for every turn in the road. Things change, and your financial goals will change, too.

You may decide on a new direction, or life might bring you some unexpected surprises. Independent: Not affiliated with any brokerage firm, bank, or insurance company. Get Your Checklist. If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported.

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