
Find a Financial Advisor in Mercer Island, WA
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We did the hard work of finding trustworthy partners in Mercer Island, WA.
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 Process for Choosing
An Independent Financial Advisor in Mercer Island, WA
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Financial Advisor Close to Mercer Island, WA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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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
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.
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
(206) 466-25427785 Sunset Highway Se
Suite 249
Mercer Island, WA 98040
SEC#: 801-118322
Years in Business: 2 years
EQ WEALTH MANAGEMENT
(425) 434-10002835 82nd Avenue Se
Suite 300-A
Mercer Island, WA 98040
SEC#: 801-112224
Years in Business: 4 years
NORTHWEST ASSET MANAGEMENT
(206) 838-36802835 82nd Avenue Se
Ste 300
Mercer Island, WA 98040
SEC#: 801-69483
Years in Business: 13 years
S. R. SCHILL & ASSOCIATES INC.
(206) 275-27002448 - 76th Ave Se
Suite 107
Mercer Island, WA 98040
SEC#: 801-30972
Years in Business: 34 years
PARACLE ADVISORS LLC
(206) 466-62007900 Se 28th Street, Suite 204
Mercer Island, WA 98040
SEC#: 801-63993
Years in Business: 17 years
KAUFMAN KAMPE ADVISORS
(206) 275-22777525 Se 24th Street
Suite 670
Mercer Island, WA 98040
SEC#: 801-112377
Years in Business: 4 years
INKSTONE SECURITIES LLC
(425) 495-93357683 Se 27th St.
#268
Mercer Island, WA 98040
SEC#: 801-116691
Years in Business: 2 years
CONCORDE ASSET MANAGEMENT, LLC
(206) 686-32502731 - 77th Ave Se
Suite 100
Mercer Island, WA 98040
SEC#: 801-74519
Years in Business: 10 years
CONCORDE ASSET MANAGEMENT, LLC
(206) 686-32502731 - 77th Ave Se
Suite 100
Mercer Island, WA 98040
SEC#: 801-74519
Years in Business: 10 years
Mercer Island, WA Financial Advisor FAQs
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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.