Find a Financial Planner in Lynnwood, WA

 

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

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We Only Work With The Best Lynnwood 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 Lynnwood, WA


  • Financial Advisor Close to Lynnwood, 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 Lynnwood Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Lynnwood area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Lynnwood typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
20.2% of Lynnwood's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Lynnwood area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Lynnwood area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Lynnwood area an ongoing effort.
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 Lynnwood 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 Lynnwood 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 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 Lynnwood area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 38,143
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $412,900
  • Average Monthly Housing Cost: $1,391
  • Average Household Income: $79,335
  • 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 Lynnwood, WA


WAYFINDING FINANCIAL, LLC

Website

(425) 361-0707

19020 33rd Avenue W
Suite 390
Lynnwood, WA 98036

SEC#: 801-118057
Years in Business: 1 years

CHANEY CAPITAL MANAGEMENT INC.

Website

(425) 673-4060

3500 188th Street Sw
Suite #445
Lynnwood, WA 98037

SEC#: 801-67807
Years in Business: 14 years

COMPREHENSIVE WEALTH MANAGEMENT

Website

(425) 778-6160

3500 188th st Sw
Suite 102
Lynnwood, WA 98037

SEC#: 801-69045
Years in Business: 13 years