Find a Financial Planner in Mercer Island, WA

 

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We did the hard work of finding trustworthy partners 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.

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 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

 

How Can a CFP® in Mercer Island Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Mercer Island area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
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 Mercer Island is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
24.1% of Mercer Island'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 Mercer Island area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Mercer Island area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Mercer Island area.
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 Mercer Island 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 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 Mercer Island 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 is a good way to make high-interest debts more manageable. Advisors in the Mercer Island area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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.)


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: 1 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: 3 years

NORTHWEST ASSET MANAGEMENT

Website

(206) 838-3680

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

SEC#: 801-69483
Years in Business: 12 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: 33 years

PARACLE ADVISORS LLC

Website

(206) 466-6200

7900 Se 28th Street, Suite 204

Mercer Island, WA 98040

SEC#: 801-63993
Years in Business: 16 years

KAUFMAN KAMPE ADVISORS

Website

(206) 275-2277

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

SEC#: 801-112377
Years in Business: 3 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