WA · Kirkland

Fiduciary advisors in Kirkland, WA

3 advisors with offices in Kirkland. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Kirkland

Coldstream Wealth Management

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.

View details

Naixin Li, Wealth Advisor - Eagle Strategies

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.

View details

Sound Planning Group

★5.0(283)

Kirkland, Washington

Retirement Planning

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.

View details

Financial advisors in Kirkland, Washington

Advisors 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.

Back to all Washington advisors