Fiduciary advisors in Washington

Bainbridge Island, Washington

Hidden Cove Wealth Management is an independent financial advisory firm based in Bainbridge Island, Washington, offering investment management, financial planning, and retirement plan design to individuals, small businesses, and institutions. Operating under a fiduciary standard, the firm employs a listen-first, research-based approach and coordinates with clients' other professional advisors. The firm has maintained independence for over 50 years and brings more than 100 years of combined financial services experience across its team.

Battle Ground, Washington

Sound Foundation Wealth Advisors is an independent financial planning and wealth management firm located in Battle Ground, Washington, serving clients across multiple states. The firm specializes in working with healthcare professionals, technology sector employees, and business owners, offering customized financial plans rather than pre-packaged solutions. Led by advisors including Cory Thomas and Nathan, the firm emphasizes alignment with client interests, ongoing portfolio adjustments as circumstances change, and clear communication of complex financial concepts.

Bellevue, Washington

Pinnacle Private Wealth Advisors is a fiduciary wealth management firm based in Bellevue, Washington that accepts new clients by referral only. The firm's team, which collectively has more than a century of experience, provides retirement planning, business growth advisory, and legacy planning services. The company emphasizes personalized guidance and long-term relationship building rather than a high-volume approach.

Bellevue, Washington

PCM Encore is a SEC-registered investment advisor and fiduciary operating from locations including Bellevue, Washington, that provides wealth management and financial planning services to individuals, trusts, and family offices. The firm offers investment portfolio management, retirement and estate planning, tax-efficient strategies, and family office services, drawing on a team that includes estate attorneys, tax accountants, and insurance specialists. Founded by CEO Michael Paulus from his family office background, PCM Encore operates as an independent, employee-owned firm using open-architecture investing and is structured around specialized teams for planning and investment management.

Bellevue, Washington

Wealth Enhancement Group is an investment advisory firm in Bellevue, Washington. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bellevue, Washington

Pathstone is a wealth advisory firm in Bellevue, Washington, serving high-net-worth families across financial planning and investment management. The firm operates as a fiduciary, working with clients on matters including business transitions, philanthropic strategy, divorce-related financial restructuring, generational wealth transfer, and major life events. Pathstone's stated approach centers on helping families define and pursue their 'preferred life' through coordinated financial planning, professional partnership, and long-term portfolio governance.

Bellevue, Washington

Engineers Financial Group LLC, based in Bellevue, Washington, provides financial planning services with a focus on clients in the engineering sector. The firm is led by Aaron Gose, a ChFC and RICP professional who transitioned from a background in civil engineering and NASA work to financial services in 2021. The team includes licensed financial professionals with FINRA registrations and multiple credentials from the American College of Financial Services, supported by technology and operations infrastructure designed to serve engineering clients.

Bellevue, Washington

Insurance-Based

Transamerica Financial Advisors/World Financial Group is an insurance-based firm in Bellevue, Washington. Services include Estate Planning and Insurance Analysis. The firm specializes in Insurance Planning. Advisory services are available in English, Chinese, Korean, Spanish, Tagalog, and Vietnamese. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 4.9-star rating from 29 Google reviews.

Bellevue, Washington

Emerald Advisors is an SEC-registered investment advisor based in Bellevue, Washington, founded in 2019 by Michael Smith and his team following their tenure at Merrill Lynch, where they served Costco employees for over a decade. The firm provides financial planning, investment management, and insurance analysis structured around clients' personal values and financial goals. Operating as a fiduciary, Emerald Advisors emphasizes transparent relationships and holistic wealth planning tailored to individual circumstances.

Bellevue, Washington

Plannetics is a Bellevue-based financial advisory firm affiliated with Cetera Advisor Networks LLC, a FINRA and SIPC member broker-dealer and registered investment advisor. The firm serves clients in the Pacific Northwest with planning services spanning retirement strategies, tax-aware investing, estate and legacy planning, and business valuation, operating under a fiduciary standard. Advisors at Plannetics function as either commission-based registered representatives, fee-based investment adviser representatives, or both, and the firm brings over 40 years of combined professional experience to client relationships.

Bellevue, Washington

E.A. Buck Financial Services, based in Bellevue, Washington, offers estate planning, financial planning, insurance analysis, and retirement planning services. The firm, which has served clients since 1980, is SEC-registered and uses a four-step approach called E.P.I.C. Planning that involves understanding client objectives, creating a detailed plan, implementing recommendations, and conducting ongoing reviews. The firm addresses tax planning strategies for retirement income and other wealth management needs for individual clients.

Edmonds, Washington

Chris Dime is a CFP® and founder of Dime & Associates, an independent registered investment advisor in Edmonds, Washington that provides financial planning, investment management, and insurance analysis. The firm serves clients through two engagement models: a long-term relationship combining planning and portfolio management with fees of 0.8%–1.5% annually (minimum ~$5,000), or a short-term planning audit with flat fees of $3,000–$5,000. Areas of focus include retirement planning, investment strategy, tax reduction, insurance review, and estate coordination, with recommendations grounded in evidence-based strategies. Dime & Associates operates as a fiduciary with no conflicts of interest from bank or insurance company ownership, and Chris holds multiple advanced credentials including ChFC®, CLU®, AEP®, and CDFA®.

Issaquah, Washington

Gevers Wealth Management is a fiduciary financial advisory firm based in Issaquah, Washington, offering financial planning, investment management, and tax and estate coordination services. The firm's team includes CFP®, CFA®, and CPWA® credential holders with combined decades of experience, and coordinates planning across retirement, cash flow, investments, taxes, and estate matters in collaboration with clients' CPAs and attorneys. They serve clients locally and nationally through in-person and virtual meetings, beginning with a complimentary discovery call and moving through a transparent planning process designed to help clients understand their options before committing to ongoing advisory services.

Issaquah, Washington

Merit Financial Advisors is an investment advisory firm in Issaquah, Washington. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 4 Google reviews.

Kennewick, Washington

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Kennewick, Washington. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Kennewick, Washington

PorterKinney, PC is a Kennewick-based CPA firm founded in 2006 that serves small business owners across the Tri-Cities area, offering tax preparation, bookkeeping, payroll processing, and business consulting on a fixed monthly fee basis. The firm specializes in serving dental practices and law firms, with particular focus on tax planning and Social Security planning for business owners. PorterKinney provides a proprietary coaching program called The Ten-Step Turnaround® alongside strategic tax preparation services designed to identify deductions and develop tax strategies. The firm is staffed by CPAs and expanded significantly following its 2019 acquisition of Marple & Marple, a local CPA practice established in 1973.

Kennewick, Washington

3 Rivers Financial Group is an investment advisory firm in Kennewick, Washington. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Kennewick, Washington

Henker Financial Partners LLC is a financial advisory firm based in Kennewick, Washington, founded in 1993 by John K. Henker. The firm provides financial planning services with specialization in retirement planning, investment management, and estate planning, operating as a Registered Investment Adviser through Eagle Strategies LLC and holding registrations with NYLIFE Securities LLC. The team includes professionals with credentials including CFP® and JD designations, alongside registered representatives and licensed insurance producers.

Kennewick, Washington

Baker Boyer is a financial institution based in Kennewick, Washington, offering financial planning and personal banking services. Operating for over 150 years, the firm emphasizes a fiduciary approach centered on understanding client values and circumstances, developing diversified investment strategies aligned with individual goals, time horizons, and risk tolerance. The firm's investment philosophy incorporates consideration of historical performance, market conditions, costs, and tax implications when constructing client portfolios.

Kennewick, Washington

Pomona Wealth Management is an investment advisory firm in Kennewick, Washington. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Kennewick, Washington

Latitude Wealth Management LLC is an investment advisory firm in Kennewick, Washington. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Kennewick, Washington

GFG Financial, locally owned in Kennewick, Washington by Tyson Reil, Nathan Burt, and Mark Haynes, provides estate planning, financial planning, insurance analysis, and investment management services. The firm serves small to medium-sized businesses and individuals, offering custom-designed solutions alongside tax preparation and filing. In addition to core advisory services, GFG Financial offers online do-it-yourself tools and monthly financial wellness workshops, with flexible billing options available through their tax support packages.

Kennewick, Washington

Tyler Wanke - Thrivent is an investment advisory firm in Kennewick, Washington. Services include Estate Planning and Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Kirkland, Washington

Sound Planning Group is a fiduciary financial planning firm based in Kirkland, Washington, serving the greater Seattle area with a focus on retirement planning and wealth management. The firm uses a seven-step process covering income planning, investment strategy, tax planning, healthcare and long-term care, real estate decisions, estate planning, and ongoing plan reviews. Sound Planning Group works with individuals and families to develop personalized financial strategies addressing their specific retirement goals, income sources, and risk tolerance.

Kirkland, Washington

Insurance-Based

Naixin Li, Wealth Advisor - Eagle Strategies is an insurance-based firm in Kirkland, Washington. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Kirkland, Washington

Independent RIA

Coldstream Wealth Management is an independent, fiduciary registered investment adviser based in Kirkland, Washington, founded in 1996. The firm provides financial planning and investment management services, including customized investment portfolio construction, retirement planning, and estate management, with a stated focus on manager selection and asset allocation tailored to client risk tolerance and objectives. The firm operates as employee-owned and emphasizes relationship-based advisory built on fiduciary principles.

Lakewood, Washington

Johnson Wealth Advisors is an investment advisory firm in Lakewood, Washington. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Lakewood, Washington

Commencement Financial Planning, LLC is an investment advisory firm in Lakewood, Washington. Services include Financial Planning and Investment Management. The office is open five days a week. It holds a 4.9-star rating from 31 Google reviews.

Longview, Washington

Retirement Strategies, led by CFP Damon D. George in Longview, Washington, offers financial planning and insurance analysis with a focus on retirement planning. The firm works with clients to understand their objectives and develop plans incorporating tax-efficient strategies for both current needs and future goals.

Mercer Island, Washington

Caprock is a Seattle-area registered investment advisor firm based on Mercer Island that provides investment management and multi-family office services to ultra-high-net-worth individuals and families throughout the greater Puget Sound region. The firm operates on a fee-only model and specializes in customized portfolio construction that integrates public and private investments, including impact investing options. Founded in 2005, Caprock positions itself as an independent advisory practice that develops strategies aligned with each client's specific objectives rather than standardized risk or time-horizon categories. The firm has been recognized by Barron's Top 100 RIA Firms (2022–2025), Financial Advisor Magazine's America's Top RIA Firms (2023–2025), and USA Today Best Financial Advisory Firms (2024–2026).

Montesano, Washington

Andrew Hooper is a financial adviser based in the Montesano, Washington area offering financial planning services. He emphasizes a client-first approach with transparency and integrity, and conducts informational financial seminars for employers and professional groups such as medical practices, with complimentary personal financial consultations available to attendees.

Mukilteo, Washington

Harbour View Advisors is a fiduciary financial planning and investment management firm based in Mukilteo, Washington. The firm operates under a proprietary process called HVA Lifestyle Protection™, which addresses client concerns around market volatility, inflation, long-term care costs, and tax planning, particularly for retirees. Founded by Sean Bolen, who previously worked in institutional wealth management and protective insurance, the firm combines investment expertise with insurance-focused strategies.

Pasco, Washington

Fiore Financial LLC, led by President Jeanette Fiore, is a financial planning firm based in Pasco, Washington, founded in 2019. The firm offers financial planning services and life insurance products, including temporary and permanent coverage options with potential cash value accumulation. The firm serves clients in their community with planning for major life events such as retirement, education funding, and long-term care needs.

Poulsbo, Washington

Peaks Financial is an investment advisory firm in Poulsbo, Washington. Services include Financial Planning. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 34 Google reviews.

Puyallup, Washington

Investors Portfolio Services is a fee-based financial advisory firm in Puyallup, Washington, offering financial planning and investment management services. The firm is structured as an independent Registered Investment Advisor with a fiduciary commitment, staffed by professionals including multiple CFP® certificate holders, a CFA® charterholder, and FINRA-licensed advisors who custody client assets through Schwab and Altruist platforms. The firm's leadership includes founder Frank with over 25 years of experience and CFP credentials earned in 1997, alongside wealth manager Tom holding both CFP and CFA designations. The firm also provides consulting on employee retirement plans and ERISA compliance for business clients.

Redmond, Washington

Beacon Pointe Advisors is an investment advisory firm in Redmond, Washington. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ridgefield, Washington

Barker Wealth Management serves retirees and near-retirees in southwestern Washington and Portland on a fee-only, fiduciary basis. The firm specializes in retirement income planning, tax strategy, and coordinated wealth management across estate and legacy considerations, with CFP® and CFA® credentialed professionals. The practice typically works with clients within five years of retirement who have accumulated at least $750,000 in retirement savings and seek ongoing advisory relationships.

Ridgefield, Washington

Flynn Financial Partners, based in Ridgefield, Washington, is led by Certified Financial Planner® Patrick Flynn, who has served clients for over two decades. The firm provides financial planning services tailored to retirees, pre-retirees, and business owners, addressing areas including retirement, investment, estate, and education planning. Flynn's approach emphasizes transparent communication and client education, presenting both potential benefits and drawbacks of proposed strategies so clients can make informed decisions. The planning process begins with a discovery meeting to assess fit, followed by analysis and strategy development aligned with client values, and ongoing plan implementation and adjustment.

Ridgefield, Washington

Powers Financial and Insurance Group is an insurance-focused firm in Ridgefield, Washington, with over 30 years in financial services and insurance. Led by Shannon, a Registered Social Security Analyst® (RSSA®) and licensed insurance agent, the firm specializes in Medicare planning—including Original Medicare enrollment, Medigap, Medicare Advantage, Prescription Drug Plans, and related coverage—across Washington, Oregon, California, Nevada, Arizona, and Colorado. The firm also provides personalized Social Security claiming analysis and guidance on overall financial planning, with no-cost initial consultations for Medicare navigation.

Seattle, Washington

Sam Aldrich at LPL Financial in Seattle provides investment management services with an emphasis on understanding each client's personal circumstances, risk tolerance, and long-term objectives. The practice operates as a team-based advisory firm that develops individualized investment strategies across retirement planning, wealth building, asset protection, and wealth preservation. The firm uses a collaborative approach that includes ongoing communication and proactive monitoring to help clients work toward their financial goals.

Seattle, Washington

Corient is an investment advisory firm in Seattle, Washington. The office has a wheelchair-accessible entrance.

Seattle, Washington

Wealthspire is an investment advisory firm in Seattle, Washington. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Seattle, Washington

Carlton Wealth Management is a Seattle-based investment management firm that provides wealth management services and investment strategy tailored to individual client circumstances. The firm operates under a fiduciary standard of care and follows a process centered on understanding client goals, making personalized recommendations across investment types and account structures, implementing strategies collaboratively, and conducting ongoing monitoring with periodic rebalancing. Carlton Wealth Management addresses factors including risk tolerance, tax considerations, diversification, and personal values in developing investment approaches for its clients.

Seattle, Washington

Newground is a Seattle-based wealth management firm specializing in values-aligned investing, particularly in environmental, social, and governance (ESG) strategies and sustainable and responsible investing (SRI). The firm provides portfolio management, financial planning, tax planning, and philanthropic advisory services, with distinctive expertise in community investment, shareholder engagement, and policy advocacy. Operating since 1994, Newground integrates investment analysis with client values alignment across multiple dimensions of sustainable investing.

Seattle, Washington

Pathstone is a Seattle-based financial advisory firm providing financial planning and investment management services to high-net-worth families. The firm operates as a fiduciary and serves clients navigating complex life transitions, including business exits, wealth transitions, family governance, and philanthropic planning. Pathstone coordinates across multiple asset types and professional advisors to help clients align financial decisions with their personal priorities and multi-generational objectives.

Seattle, Washington

United Capital Financial Advisors is an investment advisory firm in Seattle, Washington. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Seattle, Washington

Insurance-Based

Salix Capital is an insurance-based firm in Seattle, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Seattle, Washington

Transformational Advisory Group, based in Seattle and founded in 2021 by Wesley Burns, operates as an LPL Financial advisor practice serving multigenerational families, executives, professionals, and business owners. The firm operates under a fiduciary standard and emphasizes values-driven and mission-based investing, with particular focus on investments aligned with social and environmental impact. The practice offers financial planning across life stages—from lifestyle organization through retirement and legacy planning—and separately provides tax services through Burns Tax Group. Securities and advisory services are offered through LPL Financial, a registered investment advisor and FINRA/SIPC member.

Spokane, Washington

Mountain View Financial Advisors - Thrivent is an investment advisory firm in Spokane, Washington. Services include Estate Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance.

Spokane, Washington

Mountain Sky Wealth Management is an investment advisory firm in Spokane, Washington. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Spokane, Washington

LORAN GRAHAM Co. is an investment advisory firm in Spokane, Washington. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Spokane, Washington

Cascade Financial Group is an investment advisory firm in Spokane, Washington. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Spokane, Washington

River Rock Family Wealth Management is a Spokane-based firm affiliated with Wells Fargo Advisors Financial Network that provides investment management and wealth management services. The firm structures its approach around helping clients clarify financial goals, develop a plan to pursue them, and adapt as circumstances evolve, recognizing that each client's situation is distinct.

Spokane, Washington

Ten Capital is an investment advisory firm in Spokane, Washington. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Spokane, Washington

Freedom Asset Management is an investment advisory firm in Spokane, Washington. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Spokane, Washington

Raymond James & Associates is an investment advisory firm in Spokane, Washington. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Spokane, Washington

Quantum Financial Planning is a fee-only fiduciary firm in Spokane, Washington, staffed by Certified Financial Planners who offer financial planning and investment management services. The firm specializes in retirement income planning with an emphasis on tax-efficient account sequencing and withdrawal strategies, serving clients both locally and across the United States. They manage investment portfolios and address planning questions spanning inheritance strategies, real estate transactions, and adjustments to changing circumstances.

Spokane, Washington

Star Financial is a wealth management firm in Spokane, Washington that offers financial planning, investment management, retirement planning, and estate planning services. The firm employs a collaborative team approach and emphasizes understanding each client's personal situation, goals, and risk tolerance before developing a strategy. Services span retirement accounts (IRAs, 401(k)s, 403(b)s), investment vehicles (mutual funds, bonds, stocks, real estate funds), trust structures (dynasty, charitable, special needs), and insurance products (life, disability, long-term care).

Spokane, Washington

Christopher Odinde is a real estate professional serving the Spokane area who assists clients with residential purchases, sales, and investment property decisions. He holds a CLU credential and offers estate planning services alongside real estate guidance. His approach emphasizes financial literacy and strategic decision-making, supported by client testimonials highlighting responsiveness and market knowledge across homebuying, selling, and investment scenarios.

Spokane, Washington

Fee-Only

Petersen Hastings Wealth Advisors is a fee-only, independent registered investment advisor with offices in Kennewick and Walla Walla, Washington, serving clients nationwide since 1962. The firm provides estate planning, financial planning, investment management, retirement planning, and tax planning services, operating as a fiduciary and holding certifications including CFP, CPA, and Accredited Investment Fiduciary designations. The firm employs a discovery process informed by psychological principles to understand client goals and circumstances, and offers trust services through its affiliated federal trust company for structures including revocable trusts, irrevocable trusts, and dynasty trusts.

Spokane, Washington

Merit Financial Advisors is an investment advisory firm in Spokane, Washington. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Spokane, Washington

Jeffrey Harrington at PNW Financial Services, LLC provides financial planning and investment management services with a focus on retirement planning. Based in Spokane, Washington, the firm works with clients on major financial transitions including education funding, retirement preparation, and elder care planning. The firm emphasizes understanding client objectives and applying its resources to address individual circumstances.

Spokane, Washington

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Spokane, Washington. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Spokane, Washington

Stewardship Concepts is a fee-only fiduciary firm in Spokane serving individuals age 50 and older approaching or in retirement. The firm specializes in retirement income planning, Roth conversion analysis, Social Security timing, tax strategy, and withdrawal sequencing for clients with substantial 401(k) and IRA balances. The team offers both standalone retirement plans and ongoing advisory relationships, with guidance integrated across investments, taxes, and income decisions. CFP® professionals at the firm work directly with clients locally rather than through call centers.

Spokane Valley, Washington

Thirty30 Wealth Advisors is an investment advisory firm in Spokane Valley, Washington. Services include Insurance Analysis and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 38 Google reviews.

Spokane Valley, Washington

Insurance-Based

Excellentia Capital - Northwestern Mutual Private Client Group is an insurance-based firm in Spokane Valley, Washington. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 5 Google reviews.

Spokane Valley, Washington

Evergreen Wealth Advisors is a family-led firm in Spokane Valley founded by Darrin and Sammie McComas, former educators. The firm offers financial planning, tax management, asset management, protection planning, and legacy planning using a process called The Bucket Plan®, which organizes client assets into time-segmented buckets aligned with retirement goals. The team emphasizes education-driven guidance and community involvement in the Spokane Valley area.

Spokane Valley, Washington

Independent RIA

Brian Hurst is an independent registered investment adviser and fiduciary in Spokane Valley, Washington who provides financial planning and insurance analysis services, with a specialization in insurance planning. He works primarily with individuals age 50 and older approaching retirement, coordinating investments, taxes, insurance, and estate planning into an integrated strategy. Hurst holds the RICP® and FSCP® designations and has a master's degree in Applied Economics, bringing an economics background and emphasis on identifying overlooked risks to his practice.

Spokane Valley, Washington

Fortis Financial Partners is an investment advisory firm in Spokane Valley, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 58 Google reviews.

Spokane Valley, Washington

Grady Financial Network LLC is a financial planning firm in Spokane Valley, Washington, serving individuals, families, and business owners, with particular focus on those approaching or in retirement. The firm employs a time-segmented income approach that divides investment portfolios into five-year segments with specific return objectives, tracks performance against stated goals, and reallocates assets to manage risk over the client's lifetime. The firm's investment philosophy emphasizes broad diversification, fundamental value creation, tax-conscious decision-making, and client values alignment. Estate planning is offered as a specialty alongside comprehensive financial planning.

Tacoma, Washington

Slusser Financial, LLC, based in Tacoma, Washington, offers financial planning, insurance, and estate planning services for individuals and businesses. Founded in 2017 by Scott Slusser, who holds the Retirement Income Certified Professional (RICP®) designation and has been a Million Dollar Round Table member since 2015, the firm serves clients in the Seattle/Tacoma area. The team includes a Director of Client Services, Service Assistants, and a Financial Adviser, with combined experience in insurance and financial services.

Tacoma, Washington

Apella Wealth is a fee-only financial advisory firm in Tacoma, Washington led by Stacie Nemetz, a CFP® and AIF® with prior experience at major investment management firms. The firm provides comprehensive financial planning and wealth management services including investment planning, retirement planning, tax planning, estate planning, insurance review, and education planning, serving individuals and families across all life stages. As a fiduciary, Apella does not sell products or earn commissions, instead receiving compensation directly from clients. The firm emphasizes personalized planning that integrates all aspects of clients' financial lives and maintains ongoing availability to support plan adjustments as circumstances evolve.

Tacoma, Washington

Kimball Creek Partners is an investment advisory firm in Tacoma, Washington. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Tacoma, Washington

Insurance-Based

John Unterreiner - Northwestern Mutual is an insurance-based firm in Tacoma, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tacoma, Washington

Insurance-Based

Michelle Williams, Financial Advisor - Eagle Strategies is an insurance-based firm in Tacoma, Washington. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tacoma, Washington

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tacoma, Washington. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.8-star rating from 5 Google reviews.

Tacoma, Washington

Merit Financial Advisors is an investment advisory firm in Tacoma, Washington. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tacoma, Washington

Wealth Enhancement Group is an investment advisory firm in Tacoma, Washington. Services include Financial Planning. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Tacoma, Washington

Financial Insights Wealth Management is a women-owned firm in Tacoma providing financial planning, retirement planning, tax planning, and socially responsible investing services. The firm's advisors hold CFP credentials and follow a documented investment process centered on aligning portfolio construction with client goals, long-term asset allocation, and diversification across and within asset classes. The firm emphasizes understanding client circumstances and risk tolerance through initial consultation, then developing and monitoring customized investment strategies using mutual funds, fixed income, equities, ETFs, and alternative investments.

Tacoma, Washington

Composition Wealth, formerly Edgewater Wealth Management, is a Tacoma-based advisory firm managing over $11 billion in assets across more than 20 advisory teams serving clients nationwide. The firm offers financial planning, investment management, tax strategy integration, retirement planning, and liquidity services organized around client life stages and goals. Advisors work collaboratively to build goal-driven financial plans and investment strategies that adapt as circumstances change.

Tacoma, Washington

Insurance-Based

Minh-Chau Pham Nguyen, Financial Advisor - Eagle Strategies is an insurance-based firm in Tacoma, Washington. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Vancouver, Washington

Calibrate Wealth Advisors is a financial planning firm based in Vancouver, Washington that serves individuals, families, and pre- and post-retirees. The firm works through a five-step process beginning with goal discovery and financial data collection, followed by analysis, personalized recommendations, and ongoing reviews to adapt to changing circumstances. They offer planning consultations via in-person meetings, video calls, phone, and an online platform. Their practice addresses retirement preparation, asset management, and wealth building for clients across various life stages.

Vancouver, Washington

Momentous Wealth Management, based in Vancouver, Washington, offers financial planning, investment management, and retirement planning services. The firm operates as a fiduciary and provides a structured advisory process that includes semi-annual client meetings, quarterly webinars, tax planning consultation, and estate planning support. The firm's team brings over 20 years of experience and can assist with trust administration and legacy planning arrangements. Clients have access to a dedicated portal to monitor portfolios and progress toward financial goals.

Vancouver, Washington

Delphi Advisers is a fee-only fiduciary firm based in Vancouver, Washington that offers financial planning, retirement planning, and estate planning services to clients nationwide and internationally. The firm constructs individualized investment portfolios and comprehensive financial plans rather than using standardized model portfolios, and charges transparent flat fees for asset management or planning services without collecting commissions or product-based compensation. As a registered fiduciary operating exclusively in that capacity, the firm manages client investments in-house and emphasizes a personalized approach to address each client's distinct circumstances and objectives.

Vancouver, Washington

Asset Preservation Wealth & Tax is a fee-only financial advisory firm in Vancouver, Washington offering financial planning, investment management, and retirement planning services. All advisors operate as fiduciaries and integrate tax planning into their client strategies. The firm works with multiple money management firms and coordinates across insurance, annuities, education funding, and estate planning. Their approach emphasizes transparent communication and collaborative wealth management tailored to individual financial goals.

Vancouver, Washington

Sarah E. Whittaker, an Accredited Investment Fiduciary® with Series 7, 65, 63, and 24 licenses, provides investment management and retirement planning services to individuals, families, and small businesses in southwest Washington. Based in Vancouver, Washington, the practice emphasizes a methodical planning process that addresses current financial needs while considering tax efficiency and future objectives. Clients gain access to a dedicated planning portal powered by eMoney software, which consolidates accounts, stores documents, tracks budgeting, and monitors goal progress.

Vancouver, Washington

Spartina Wealth Management is a boutique advisory firm in Vancouver, Washington offering investment management and wealth management services. The firm constructs individualized financial plans and portfolios using a comprehensive approach, with a stated emphasis on client communication and accessibility. Services include retirement planning, education funding, estate planning, tax-efficient income strategies, and Social Security optimization.

Vancouver, Washington

Insurance-Based

Northwestern Mutual is an insurance-based firm in Vancouver, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Vancouver, Washington

Baker Ellis Asset Management is an independent, fiduciary investment firm founded in 2002 and based in Vancouver, Washington. The firm's leadership includes two Chartered Financial Analysts, a Certified Financial Planner, and an MBA, and it combines proprietary global research with a diversified investment approach that incorporates stocks, bonds, ETFs, and mutual funds across market capitalizations. The firm offers investment management and comprehensive financial planning services, emphasizing value-oriented research, diversification, and long-term strategy, and works directly with clients on both portfolio management and related financial matters including charitable giving and trust administration.

Vancouver, Washington

American National Insurance TWFG Vancouver WA Travis Feucht is an investment advisory firm in Vancouver, Washington. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 5 Google reviews.

Walla Walla, Washington

Creative Planning is an investment advisory firm in Walla Walla, Washington. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Wenatchee, Washington

Insurance-Based

Northwestern Mutual is an insurance-based firm in Wenatchee, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3.7-star rating from 3 Google reviews.

Wenatchee, Washington

Woolett Wealth Advisory is a Wenatchee-based firm offering financial planning and investment management services to individuals, families, small business owners, and institutional clients. The firm provides financial risk assessment, retirement planning, insurance planning, and college planning services, along with access to a range of investment products. Led by a principal with 15 years of experience, the firm serves clients across various professional backgrounds including educators, law professionals, and agricultural industry participants.

Wenatchee, Washington

Cashmere Valley Wealth Management is a Wenatchee-based firm offering investment management and wealth management services. The firm develops personalized financial strategies for clients across a range of objectives, including wealth building, family protection, and asset preservation, and emphasizes a team-based approach to client service with ongoing communication and proactive planning.

Winthrop, Washington

Independent RIA

Brian Gregg is a CFP and independent fiduciary advisor based in Winthrop, Washington, who specializes in retirement planning and investment management. The firm develops personalized investment strategies and long-term financial planning to help clients work toward their retirement goals, and also offers estate planning coordination and tax planning services. Brian holds credentials as an LPL Registered Representative and Investment Advisor Representative, and the firm accepts new clients for an initial complimentary consultation.

Yakima, Washington

Insurance-Based

Northwestern Mutual is an insurance-based firm in Yakima, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Yakima, Washington

Insurance-Based

Rogers Financial Group, based in Yakima, Washington, provides financial planning and insurance analysis services with a focus on insurance planning. The firm offers two engagement models: Targeted Solutions for single-issue planning and Life Plans for comprehensive planning covering cash flow, retirement projections, investment strategy, insurance optimization, estate planning, and business planning where applicable. Clients work through an iterative process that includes initial discovery, plan presentation with real-time feedback options, implementation support, and ongoing periodic reviews.