Fiduciary advisors in Seattle, WA

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

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

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

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

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.

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

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.