3 advisors with offices in Kirkland. Credentials, fee structures, and minimums are disclosed on each listing.
Kirkland, Washington
Independent RIA
Coldstream Wealth Management is an independent registered investment advisor based in Kirkland, Washington. The firm provides financial planning and investment management services to clients. Specific fee structures and advisor credentials were not provided.
View detailsKirkland, Washington
Insurance-Based
Naixin Li, Wealth Advisor at Eagle Strategies, is based in Kirkland, Washington and operates as an insurance-based advisory firm. The practice provides financial planning and insurance analysis services. English is spoken.
View detailsKirkland, Washington
Sound Planning Group is located in Kirkland, Washington and provides financial planning and retirement planning services. The firm specializes in retirement planning. Sound Planning Group holds a 5-star rating based on 283 Google reviews.
View detailsAdvisors serving Kirkland specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Washington's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.