Find a Financial Planner in Kirkland, WA

 

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We Only Work With The Best Kirkland 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 Kirkland, WA


  • Financial Advisor Close to Kirkland, 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 Kirkland 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 Kirkland 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 service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Kirkland is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
16.6% of Kirkland'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 Kirkland 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 Kirkland 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 sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Kirkland area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Kirkland 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Kirkland area, 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Kirkland area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 89,438
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $663,000
  • Average Monthly Housing Cost: $2,021
  • Average Household Income: $153,012
  • 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 Kirkland, WA


SCHMIDT FINANCIAL GROUP, INC.

Website

(425) 893-9195

620 Kirkland Way
Suite 205
Kirkland, WA 98033

SEC#: 801-62831
Years in Business: 17 years

ELITE WEALTH MANAGEMENT, INC.

Website

(425) 828-4300

1014 Market Street
Suite 100
Kirkland, WA 98033

SEC#: 801-63310
Years in Business: 16 years

LATTICE CAPITAL MANAGEMENT LLC

Website

(425) 828-4300

1014 Market Street
Suite 100
Kirkland, WA 98033

SEC#: 801-79193
Years in Business: 7 years

EXECUTIVE WEALTH GROUP, LLC

Website

(425) 576-4266

5400 Carillon Point, Building 5000
4th Floor
Kirkland, WA 98033

SEC#: 801-108940
Years in Business: 4 years

STRATEGIC WEALTH MANAGEMENT INC

Website

(425) 250-7600

5400 Carillon Point
Bldg 5000 - 4th Floor
Kirkland, WA 98033

SEC#: 801-34623
Years in Business: 31 years

DENTAL WEALTH ADVISORS, LLC

Website

(425) 216-1612

5808 Lake Washington Blvd Ne
Suite 101
Kirkland, WA 98033

SEC#: 801-79882
Years in Business: 6 years

ROBINSWOOD FINANCIAL

Website

(452) 296-1611

3425 Carillon Point
Building 3000, 4th Floor
Kirkland, WA 98033

SEC#: 801-68234
Years in Business: 13 years

KAIZEN FINANCIAL ADVISORS, LLC

Website

(800) 321-5846

4030 Lake Washington Blvd
Suite 308
Kirkland, WA 98033

SEC#: 801-115111
Years in Business: 2 years

MILLER ADVISORS, INC.

Website

(425) 822-8122

11 Tenth Avenue

Kirkland, WA 98033

SEC#: 801-40998
Years in Business: 29 years

SOUNDMARK WEALTH MANAGEMENT, LLC

Website

(425) 820-1769

11400 98th Avenue Ne
Suite 301
Kirkland, WA 98033

SEC#: 801-68799
Years in Business: 13 years