Fiduciary advisors in Kennewick, WA

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

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

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

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

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

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

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

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

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.