Find a Financial Planner in Redmond, WA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Redmond 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 Redmond, WA


  • Financial Advisor Close to Redmond, 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 Redmond Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Redmond 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 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 Redmond is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
13.3% of Redmond'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 Redmond area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Redmond area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Redmond area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Redmond 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 Redmond 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Redmond area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Redmond financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Redmond, WA?

  • Population: 65,558
  • % of Population 62 Years and Over: 13.3%
  • Average Home Value: $728,000
  • Average Monthly Housing Cost: $2,039
  • Average Household Income: $158,114
  • 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 Redmond, WA


PRIVATE ADVISORY GROUP LLC

Website

(425) 498-2320

16880 Ne 79th Street

Redmond, WA 98052

SEC#: 801-79100
Years in Business: 7 years

PERSONAL INVESTMENT MANAGEMENT INC

Website

(425) 883-7990

22500 Ne Marketplace Drive
Suite 203
Redmond, WA 98053

SEC#: 801-16254
Years in Business: 39 years

THE RETIREMENT SOLUTION INC.

Website

(425) 558-3700

18300 Redmond Way
Suite 250
Redmond, WA 98052

SEC#: 801-113783
Years in Business: 2 years

SAPPHIRE STAR CAPITAL LLC

Website

(425) 576-4083

7826 Leary Way Ne
Suite 201
Redmond, WA 98052

SEC#: 801-100373
Years in Business: 6 years