Fiduciary Financial Advisors in Redmond, WA

 

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We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Financial Advisor in Redmond, WA Help You?

Financial advisors are professionals whose job it is to help you assess your overall financial health and prepare a plan for future financial success. Many people go to advisors simply to create this plan, which can involve spending and saving advice, establishing things like retirement accounts, and more.

Advisors can help you:

  • Save for retirement
  • Prepare for a life transition like marriage or children
  • Improve your investment portfolio
  • Pay off debts
  • Increase your credit score

 Most advisors are in-person, however there are also fully online and robo-advisors that offer the service more cheaply, albeit with slightly less control.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Redmond, WA

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We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 1301 5th Ave, Suite 1350, Seattle, WA 98101


Top Financial Advisors Serving Redmond, WA

Just south of Seattle, Redmond is colloquially known as the bicycle capital of the northwest by locals due to its many bike trails. Redmond is also the home of Microsoft and Nintendo of America.

Although Redmond has a relatively mild climate, it still get all four seasons. It has warm, dry summers and cool, wet winters. Redmond’s development into the city it is today began in earnest following World War II when the city was used for its shipyards and other wartime work.

Advisors serving the city of Redmond also serve the following locations:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Redmond, WA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.