Fiduciary Financial Advisors in Bellevue, WA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Financial Advisor in Bellevue, WA Help You?

Financial advisors can help you assess your overall financial health and create a plan for a financially successful future. Many people go to an advisor solely for advice and planning, however financial advisors can also help you with:

  • Retirement planning
  • Life transition planning
  • Building a college fund
  • Improving your investment portfolio
  • Diversifying your investments
  • Paying off debts
  • Building your credit score

Many financial advisors live and work in the same communities as their clients, allowing them to build and maintain trust over the long term as advisor-client relationships can last several years. Advisors can also conduct more of their business online to reach more clients. Some advisors are not even human, but rather robo-advisors, computer algorithms which can give clients general investment advice depending on the information they receive. Robo-advisors are recommended for clients who are just starting out on their investment journeys.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Bellevue, WA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 1301 5th Ave, Suite 1350, Seattle, WA 98101


Top Financial Advisors Serving Bellevue, WA

Bellevue is the third largest city in the Seattle area. Its name is derived from the French “belle vue” which means “beautiful view.” Since 2008, Bellevue has been ranked highly as one of the best places to live and start a business. 

The city has a mild, oceanic climate with frequent rain during the warm season. It is also home to many high powered technology companies, including T-Mobile and Valve.

Financial advisors based in Bellevue also serve in the following locations:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Bellevue, WA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.