Find a Financial Planner in Bellevue, WA

 

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We Only Work With The Best Bellevue Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Bellevue, WA


  • Financial Advisor Close to Bellevue, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Bellevue Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Bellevue area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Bellevue include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
16.6% of Bellevue's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Bellevue area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Bellevue area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Bellevue area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Bellevue area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Washington has unique laws defining which actions trigger a taxable event and has the 24th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Bellevue area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Bellevue area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Bellevue, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bellevue, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Bellevue financial advisors.
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How Retirement-Friendly is Bellevue, WA?

  • Population: 144,403
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $830,900
  • Average Monthly Housing Cost: $2,060
  • Average Household Income: $162,434
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)


The Top Financial Advisor Firms in Bellevue, WA


SNIDER FINANCIAL GROUP

Website

(425) 453-7080

12505 Bel-Red Road
Suite 200
Bellevue, WA 98005

SEC#: 801-69025
Years in Business: 13 years

BELLEVUE ASSET MANAGEMENT, LLC

Website

(425) 289-1041

11400 Se 8th Street
Suite 270
Bellevue, WA 98004

SEC#: 801-62579
Years in Business: 17 years

TRUTINA FINANCIAL

Website

(425) 401-1211

10811 Main Street

Bellevue, WA 98004

SEC#: 801-70313
Years in Business: 11 years

TALBOT FINANCIAL, LLC

Website

(425) 533-0797

10500 Ne 8th Street, #1700

Bellevue, WA 98004

SEC#: 801-71859
Years in Business: 10 years

ARABLE CAPITAL PARTNERS, LLC

Website

(866) 927-2253

10655 Ne 4th St.
Suite 705
Bellevue, WA 98004

SEC#: 801-110480
Years in Business: 4 years

EMERALD ADVISORS, LLC

Website

(425) 458-3853

3055 112th Ave Ne
Suite 206
Bellevue, WA 98004

SEC#: 801-117515
Years in Business: 1 years

SOUND CONSULTING SERVICES

Website

(425) 452-1222

200 112th Ave Ne Suite 205

Bellevue, WA 98004

SEC#: 801-119764
Years in Business: 0 years

VI INSTITUTIONAL

Website

(425) 633-2391

1632 116th Avenue Northeast
Suite C
Bellevue, WA 98004

SEC#: 801-117752
Years in Business: 1 years

CONOVER CAPITAL MANAGEMENT

Website

(425) 897-7100

155 108th Ave Ne
Suite 725
Bellevue, WA 98004

SEC#: 801-103469
Years in Business: 5 years

PAUL R. RIED FINANCIAL GROUP, LLC

Website

(425) 646-6777

10801 Main Street
Suite 201
Bellevue, WA 98004

SEC#: 801-113796
Years in Business: 2 years