Find a Financial Advisor in Edmonds, WA

 

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

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We Only Work With The Best Edmonds 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Edmonds, 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

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

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

  • Population: 42,040
  • % of Population 62 Years and Over: 25.8%
  • Average Home Value: $513,700
  • Average Monthly Housing Cost: $1,574
  • Average Household Income: $120,197
  • 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 Edmonds, WA

 

HARBOUR INVESTMENT MANAGEMENT L.L.C.

Website

(425) 742-1557

110 James Street
Suite 111
Edmonds, WA 98020

SEC#: 801-39540
Years in Business: 30 years

SAGE ADVISORS, LLC

Website

(206) 516-7991

115 2nd Avenue North
Suite 200
Edmonds, WA 98020

SEC#: 801-115281
Years in Business: 2 years

BOGDANOVICH WEALTH MANAGEMENT PLLC

Website

(206) 522-4478

100 - 2nd Ave S
Suite 310
Edmonds, WA 98020

SEC#: 801-63131
Years in Business: 17 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(425) 312-6465

144 Railroad Avenue
Suite 301
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(206) 256-1778

152 3Rd Ave S
Suite 103-B
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(425) 312-6465

144 Railroad Avenue
Suite 301
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(206) 256-1778

152 3Rd Ave S
Suite 103-B
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(425) 312-6465

144 Railroad Avenue
Suite 301
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(206) 256-1778

152 3Rd Ave S
Suite 103-B
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

 


Edmonds, WA Financial Advisor FAQs

Financial Advisors are always available to assist you in your financial decisions. While they are not required for everyone, it is highly recommended that every individual have some type of professional assistance. Individual circumstances vary so it is recommend to speak with many advisors before deciding which one is right for you.
Financial advisors help create sound investment plans that provide protection against inflation, enable adequate retirement funding (life income), achieve an appropriate balance between growth of savings or portfolio value and appropriate funds used for living expenses (liquidity) that fit the client's risk tolerance.
There are many factors to consider when choosing a financial advisor. First, consider if their hourly fee is more or less than the cost of the investments themselves. Next, investigate coverage limits and percentage limits for both life events and market events. Find out how they allocate funds in different types of accounts based on the dimensions of risk tolerance. Finally, see how much experience they have working with clients like you in your industry/profession
Consult with professionals in your industry or company that offer retirement plans or personal finance services. They will have a list of reputable planners dedicated to meeting your specific needs as well as provide answers on how best to proceed along with any related advice.