Fiduciary advisors in Bellevue, WA

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

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.

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

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

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

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

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

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

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.