Find a Financial Planner in Bellingham, WA

 

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We did the hard work of finding trustworthy partners in Bellingham, WA.

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We Only Work With The Best Bellingham 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 Bellingham, WA


  • Financial Advisor Close to Bellingham, 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 Bellingham 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 Bellingham 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 is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Bellingham, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
18.2% of Bellingham'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 Bellingham area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Bellingham area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Bellingham area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Bellingham area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 is a service offered by many financial advisors, planners, and other professionals in the Bellingham area. Typically, it 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 Bellingham 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 Bellingham, 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 Bellingham, WA

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

  • Population: 88,764
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $384,000
  • Average Monthly Housing Cost: $1,131
  • Average Household Income: $71,680
  • 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 Bellingham, WA


SKYLINE ADVISORS, INC.

Website

(360) 671-1621

405 32nd Street, Suite 201

Bellingham, WA 98225

SEC#: 801-94175
Years in Business: 6 years

FINANCIAL PLAN, INC.

Website

(360) 714-1234

2115 Barkley Blvd.
Suite 101
Bellingham, WA 98226

SEC#: 801-77339
Years in Business: 8 years

TRADEWINDS CAPITAL MANAGEMENT, LLC

Website

(360) 715-9000

2211 Rimland Drive
Suite 401
Bellingham, WA 98226

SEC#: 801-68789
Years in Business: 13 years

SATURNA CAPITAL CORPORATION

Website

(360) 594-9900

1300 N State St.

Bellingham, WA 98225

SEC#: 801-35428
Years in Business: 31 years

STRATEGIC ASSET ALLIANCE

Website

(360) 255-2500

11 Bellwether Way
Suite 209
Bellingham, WA 98225

SEC#: 801-69727
Years in Business: 12 years