Find a Financial Advisor in Whatcom County, WA

 

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

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We Only Work With The Best Whatcom County 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 Whatcom County, WA


  • Financial Advisor Close to Whatcom County, 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 Whatcom County, 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 Whatcom County, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Whatcom County financial advisors.
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How Retirement-Friendly is Whatcom County, WA?

  • Population: 220,821
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $350,500
  • Average Monthly Housing Cost: $1,185
  • Average Household Income: $80,590
  • 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 Whatcom County, WA

 

SKYLINE ADVISORS, INC.

Website

(360) 671-1621

405 32nd Street, Suite 201

Bellingham, WA 98225

SEC#: 801-94175
Years in Business: 6 years

FINANCIAL PLAN, INC.

Website

(360) 714-1234

2115 Barkley Blvd.
Suite 101
Bellingham, WA 98226

SEC#: 801-77339
Years in Business: 8 years

TRADEWINDS CAPITAL MANAGEMENT, LLC

Website

(360) 715-9000

2211 Rimland Drive
Suite 401
Bellingham, WA 98226

SEC#: 801-68789
Years in Business: 13 years

SATURNA CAPITAL CORPORATION

Website

(360) 594-9900

1300 N State St.

Bellingham, WA 98225

SEC#: 801-35428
Years in Business: 31 years

STRATEGIC ASSET ALLIANCE

Website

(360) 255-2500

11 Bellwether Way
Suite 209
Bellingham, WA 98225

SEC#: 801-69727
Years in Business: 12 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(360) 392-2882

114 W Magnolia Street
Suite 407
Bellingham, WA 95603

SEC#: 801-107913
Years in Business: 5 years

WADDELL & REED, INC.

Website

(360) 734-4728

2122 Barkley Blvd
Ste 200
Bellingham, WA 98226

SEC#: 801-16720
Years in Business: 39 years

FINANCIAL NETWORK WEALTH MANAGEMENT LLC

Website

(360) 734-2041

103 East Holly Street
Suite 412
Bellingham, WA 98225

SEC#: 801-119044
Years in Business: 1 years

MOLONEY SECURITIES ASSET MANAGEMENT LLC

Website

(360) 756-3504

3101 Newmarket Street
#101
Bellingham, WA 98226

SEC#: 801-107149
Years in Business: 5 years

 


Whatcom County, WA Financial Advisor FAQs

What are your credentials, licenses, and certifications? What do you specialize in? How will you be compensated?
Financial advisors get paid by collecting a commission on the money that is invested and/or distributed. Distributions typically come in the form of dividends or stock-distributions, while investment commissions more often come in the form of performance bonuses.
It's important to find somebody you trust and feel comfortable talking with who specializes in the kind of investments and risk tolerance you need for your financial interests.
Financial advisors provide advice to their clients in order to help them maximize their wealth.


Other Nearby Financial Advisors

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