Find a Financial Advisor in Lake Forest Park, WA

 

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We did the hard work of finding trustworthy partners in Lake Forest Park, WA.

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We Only Work With The Best Lake Forest Park 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 Lake Forest Park, WA


  • Financial Advisor Close to Lake Forest Park, 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 Lake Forest Park, 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 Lake Forest Park, WA

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

  • Population: 13,430
  • % of Population 62 Years and Over: 22.9%
  • Average Home Value: $649,100
  • Average Monthly Housing Cost: $1,994
  • Average Household Income: $145,498
  • 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 Lake Forest Park, WA

 

SMART PORTFOLIOS, LLC

Website

(206) 686-3636

17865 Ballinger Way Ne

Lake Forest Park, WA 98155

SEC#: 801-67772
Years in Business: 14 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 215-0025

17837 29th Ave Ne

Lake Forest Park, WA 98155

SEC#: 801-80575
Years in Business: 6 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 215-0025

17837 29th Ave Ne

Lake Forest Park, WA 98155

SEC#: 801-80575
Years in Business: 6 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 215-0025

17837 29th Ave Ne

Lake Forest Park, WA 98155

SEC#: 801-80575
Years in Business: 6 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 215-0025

17837 29th Ave Ne

Lake Forest Park, WA 98155

SEC#: 801-80575
Years in Business: 6 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 215-0025

17837 29th Ave Ne

Lake Forest Park, WA 98155

SEC#: 801-80575
Years in Business: 6 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 215-0025

17837 29th Ave Ne

Lake Forest Park, WA 98155

SEC#: 801-80575
Years in Business: 6 years

 


Lake Forest Park, WA Financial Advisor FAQs

Your best bet is to find a financial advisor in your area by finding people who you know are in the same financial circumstances that you are, who have an advisor they can recommend.
Financial advisors make use of the products or services offered by various investment providers based on the client's profile and objectives.
Financial advisors usually get paid either by charging their clients a certain percentage of their portfolio each year, or by taking commissions for selling specific investments.
First, it's important to read about their credentials and background. Ask for references from people they have advised in the past. If you don't feel comfortable or knowledgeable enough to talk with a financial advisor about your money needs, ask your family or trusted friends for recommendations - they might know somebody who would be able to help you out.