Find a Financial Advisor in Mercer Island, WA

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We Only Work With The Best Mercer Island Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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

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

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

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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 Mercer Island, WA

  • Financial Advisor Close to Mercer Island, 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 Mercer Island, 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 Mercer Island, WA

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

  • Population: 25,675
  • % of Population 62 Years and Over: 24.1%
  • Average Home Value: $1259,000
  • Average Monthly Housing Cost: $2,479
  • Average Household Income: $224,619
  • 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.)


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The Top Financial Advisor Firms in Mercer Island, WA

 

THE FAUSER GROUP, LLC

Website

(206) 466-2542

7785 Sunset Highway Se
Suite 249
Mercer Island, WA 98040

SEC#: 801-118322
Years in Business: 2 years

EQ WEALTH MANAGEMENT

Website

(425) 434-1000

2835 82nd Avenue Se
Suite 300-A
Mercer Island, WA 98040

SEC#: 801-112224
Years in Business: 4 years

NORTHWEST ASSET MANAGEMENT

Website

(206) 838-3680

2835 82nd Avenue Se
Ste 300
Mercer Island, WA 98040

SEC#: 801-69483
Years in Business: 13 years

S. R. SCHILL & ASSOCIATES INC.

Website

(206) 275-2700

2448 - 76th Ave Se
Suite 107
Mercer Island, WA 98040

SEC#: 801-30972
Years in Business: 34 years

PARACLE ADVISORS LLC

Website

(206) 466-6200

7900 Se 28th Street, Suite 204

Mercer Island, WA 98040

SEC#: 801-63993
Years in Business: 17 years

KAUFMAN KAMPE ADVISORS

Website

(206) 275-2277

7525 Se 24th Street
Suite 670
Mercer Island, WA 98040

SEC#: 801-112377
Years in Business: 4 years

INKSTONE SECURITIES LLC

Website

(425) 495-9335

7683 Se 27th St.
#268
Mercer Island, WA 98040

SEC#: 801-116691
Years in Business: 2 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(206) 686-3250

2731 - 77th Ave Se
Suite 100
Mercer Island, WA 98040

SEC#: 801-74519
Years in Business: 10 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(206) 686-3250

2731 - 77th Ave Se
Suite 100
Mercer Island, WA 98040

SEC#: 801-74519
Years in Business: 10 years

 


Mercer Island, WA Financial Advisor FAQs

Mercer Island is a city in King County, Washington, United States. It is connected to Seattle by bridges over Lake Washington. The top employer on Mercer Island is Microsoft, which employs approximately 4,000 people. Other notable employers include Amazon, T-Mobile, and Starbucks. Mercer Island is best known for being an affluent suburb of Seattle. It is also known for being one of the most desirable places to live in the Puget Sound region. In addition, the city also has popular tourist attractions such as the Luther Burbank Park and the Mercer Slough Nature Park. Financial advisors serve Mercer Island, WA, a city within King County, located on an island of the same name in the southern portion of Lake Washington. It is bordered by Seattle to its west and Bellevue to its east and it belongs to the Seattle Metropolitan Area. Mercer Island is one of the 100 richest ZIP codes in the US and has the fifth highest per-capita income in Washington per IRS figures. Connect to Mercer Islands's neighboring financial advisors in the links below.

It is very important to find out which certifying agencies the advisor has gone through and what licenses or credentials they're registered with.

Get at least three referrals from people you personally know. Referrals are best because it shows commitment on their part to spend time looking for someone who would be the best fit for you and won't just take your referral fee then move onto another client in a month or two.

Financial advisors get paid in one of three ways: (1) A commission based on how much money they manage, (2) through a percentage of the revenue they generate for their company, or (3) retainer fee.

In general, a financial advisor provides professional guidance for people in all stages of their lives, whether they want to plan for retirement, save for a child's education, buy a home or develop a sound investment portfolio.


Other Nearby Financial Advisors

Mercer Island, WA
Bellevue, WA
Renton, WA
Kirkland, WA
Seattle, WA

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.