Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

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

Experience

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

Education & Designations

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

Trustworthiness

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 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

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: 40 years

THE RETIREMENT SOLUTION INC.

Website

(425) 558-3700

18300 Redmond Way
Suite 250
Redmond, WA 98052

SEC#: 801-113783
Years in Business: 3 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

SEGAL ADVISORS, INC.

Website

(312) 612-8483

6208 148th Ave Ne

Redmond, WA 98052

SEC#: 801-61280
Years in Business: 19 years

ST. BERNARD FINANCIAL SERVICES, INC.

Website

(425) 260-9876

12315 232nd Terrace Ne

Redmond, WA 98053

SEC#: 801-113763
Years in Business: 3 years

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Website

(239) 263-6877

13024 184th Ave Ne

Redmond, WA 98052

SEC#: 801-35905
Years in Business: 31 years

SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC

Website

(425) 202-2200

22635 Ne Marketplace Drive
Suite 160
Redmond, WA 98053

SEC#: 801-39938
Years in Business: 30 years

ST. BERNARD FINANCIAL SERVICES, INC.

Website

(425) 260-9876

12315 232nd Terrace Ne

Redmond, WA 98053

SEC#: 801-113763
Years in Business: 3 years

 


Redmond, WA Financial Advisor FAQs

While it's vital that you be responsible for your own finances, if this is new territory then it would be wise to seek professional advice. Financial advisors are there to share their experience with their clients, ensuring they are making prudent, long term investments while providing unbiased insights on personal investments.
The first step on your path to a good financial advisor is knowing what you want from a financial advisor. Generally, do you need tax advice? Retirement needs? What type of investment philosophy do they follow? Do they provide general investing guidance or specialize in certain things like real estate, commodities, high-net worth individuals, etc.?
The most common way that financial advisors get paid is commissions. If you currently have no money in investments, when you buy a mutual fund or exchange traded fund (ETF), the advisor will get a commission from your broker. This can be a positive or a negative depending on their level of expertise and the types of investments they're recommending for you.
Every financial advisor's job is a little different, but they serve the same common goal: to help you manage your money in order to live a more fulfilling life.