Financial Advisors in Bellevue, Washington (King County)

Bradley Van Vechten, CFP, ChFC, CIMA, CLU
As a Registered Investment Advisor, Federal and State law requires PWMS to be held to a Fiduciary Standard. Every RIA must adopt and follow a Code of Ethics and fully disclose to clients how they are compensated. We adhere strictly to the notion of recommending what's best for you, not just what is suitable.
Let us help you create a plan that works for your lifestyle, your family and your future. At PWMS we use an all-inclusive approach to examine your complete financial picture and design a comprehensive plan to achieve your financial goals. Did you know that people who engage a financial advisor and rebalance their portfolios regularly are more likely to achieve their financial goals and less likely to make bad decisions when markets are down?
We use a disciplined, proactive approach to help you achieve your financial goals. We listen carefully to understand your needs, work closely with you to build & keep your trust, monitor your progress and maintain an open conversation regarding your investments.... See More

Scott Moser, CPA/PFS, MST
Moser Wealth Advisors is a regionally owned and operated wealth management firm that combines a Certified Public Accounting firm and Registered Investment Advisor to deliver comprehensive financial planning solutions that incorporate sophisticated tax and investment advice to high net worth individuals, families and business owners. The firm produces superior results by leveraging its broad planning expertise and understanding of the complex interplay between wealth accumulation strategies and their tax implications. Our highest priority is positioning our clients for success while simplifying their day-to-day financial affairs. As an integral part of that promise, Moser Wealth Advisors creates customized approaches to meet financial objectives while minimizing risk to create wealth, all while maintaining the highest ethical standards.... See More

Heidi Davis, CFP, MBA
Columbia Financial Planning LLC offers the following services:Financial Planning for a FeeTax Planning Review relating to Financial PlanningTrusts, Estates, InheritancesFinancial Planning for Business OwnersBusiness Owners Retirement PlansReview of Investments401k, 403b, 457, Thrift Savings Programs, SEP'sIRA's, Roth IRA's, Non Deductible IRA's Advising on Employee Benefit ProgramsStock Options, Stock Grants, Company SecuritiesNon Qualified Deferred CompensationSupplemental Special Pension BenefitsAdvising Senior Executives Public/PrivateCorporations Real Estate Analysis Investment Rentals, CommercialDivorced and Widowed Women... See More

Robinswood Financial, LLC provides investment management and financial planning services. Our objective is to deliver higher returns for our clients while providing maximum risk protection.

What sets us apart from other firms is our dedication to personalized service and a relationship-based client-first philosophy. We are committed to the highest ethical standards. As independent, fee-only investment advisors, we do not work for commission and therefore we are free to provide you with sound, unbiased financial advice that has only your best interests at heart.... See More

Robinswood Financial, LLC provides investment management and financial planning services. Our objective is to deliver higher returns for our clients while providing maximum risk protection.

What sets us apart from other firms is our dedication to personalized service and a relationship-based client-first philosophy. We are committed to the highest ethical standards. As independent, fee-only investment advisors, we do not work for commission and therefore we are free to provide you with sound, unbiased financial advice that has only your best interests at heart.... See More

Sherwood Investments is a fee-only (no commissions) Registered Investment Advisor and Financial Planner helping clients in the Seattle area as well as nationwide for over 20 years. They offer 100% fiduciary investment management and financial planning on a fee-only, no-commission basis. They help clients of all ages reach their financial goals.

Because Sherwood Investment Services does not receive one penny from commissions, they avoid any possible conflicts of interests.

"Everything we do is aimed at helping our clients meet their financial goals with the least risk possible. We want you to achieve financial security and worry less about your financial future."

Sherwood Investments has been helping clients in the Seattle area as well as nationwide with their financial plans and investments. For more information, contact ,me directly by phone 425--898--8989, email or visit their web site www.sherwood-investments.com . (Don't forget the dash in the web address.) We want to help you be financially secure.... See More

Nathan Ricks, CFP, MS

BusinessBuildersBlog.com is a resource center for startups and business owners. The blog publishes articles on topics such as finance, business planning, sales and marketing that helps you build and grow your business. For more information, visit businessbuildersblog.com and businessbuildersblog.com/category/finance... See More

Stacy Ployhar, CFP
A life well planned is a life well lived. I work with clients on all aspects of life where money exerts an influence.
I strive to make the financial planning experience one where you feel empowered, educated, and encouraged to meet the dreams you have for your life.
Regardless of your age or stage in life, having a financial blueprint equips you with the way forward. You will have peace of mind knowing that you are successfully working towards your goals. Some of the places my clients work include Amazon, Microsoft, Boeing, Expedia, Google, Intel, Zillow, Fred Hutchison,Starbucks, Nordstrom, as well as King County, City of Seattle, Bellevue School District, UW, and the FAA.
For pricing and services, please visit 'Services and Fees' on website (listed in left hand column of this page).
... See More

Joseph Hebert, CFP
trueNorth is a fee-only financial planning and investment advisory firm staffed by CERTIFIED FINANCIAL PLANNER™ professionals. We are committed to developing a thorough understanding of each our client’s current circumstances and future goals, so that the plans we develop, the portfolios we manage, and the recommendations we make can be delivered with insight as well as objectivity.
We work with clients within ten years pre- or post-retirement, facing issues such as retirement cash flow projections, managing a portfolio during the distribution phase, creating retirement income from a nest egg, pension and Social Security decisions, planning for long term care, and planning for housing changes as they age. We also serve working professionals who are building their nest egg and facing planning issues such as college funding, 401k management, stock options, managing inherited money, and tax planning.
Our Wealth Advisory Services combines the benefits of both comprehensive financial planning with on-going professional investment management services; full details are available on our website.... See More

Therese Govern, CFP, CPA, MBA
Therese Govern Financial Advisors LLC is a financial planning and investment advisory firm focused on the financial challenges of retirement. Retirement is a serious undertaking. Our goal is to help you prepare financially, make sensible financial decisions along the way, and manage the challenge of making your money last.TGFA's primary service combines investment management with financial planning, delivering a comprehensive approach to your money and your life. This service is anchored in the ongoing, continuous management of your investment portfolio, and informed by a thorough understanding of your goals, circumstances, cash flow, and tax situation.There are many things we can help you plan: for example, constructing a bond ladder to supply your annual cash needs, or converting an IRA to a Roth in a low tax year. And then there are things you must simply react to: the death of a spouse, a sudden inheritance, historically low mortgage rates, to name a few.Therese's job is to help you plan for the knowns and deal with the unknowns when they come. The goal is to see you retired: informed, prepared, and confident.... See More

Michael Pace, CFP, MSFS
Michael Pace is Certified Financial Planner practitioner who holds a Masters degree in Financial Services from the College for Financial Planning, and a Masters degree in Industrial Engineering and Business from the University of Washington.
Michael offers personalized financial planning and investment management services to individuals and families. He does not sell or receive commissions on any financial products.
For a list of Michael's areas of planning expertise, please click on the link for his name below.
In order to have a successful relationship, a client and a financial advisor need to get along very well. This relationship is unique in that a great deal of a client's very personal information is shared with a financial planner. Hence, the relationship must be one where open communication and complete trust are always present.
It is not possible for all clients and all financial planners to successfully work together. Care must be taken by a client and by a financial planner to determine if they will make a good team. Michael is friendly and reasonable, and his clients typically are with him for their entire lives. Michael focuses his practice on working with people who are nice.
If you believe this type of relationship will suit you, please visit Michael's website for information about his availability to take on new clients. ... See More

Irene Dabanian, MBA
IJD Evergreen has been serving hourly clients since 2003,providing a number of service levels from a two hour minimum appointment, or an investment portfolio design (10-12+ hours), to a full financial plan (includes retirement projection) (20 hours +). IJD Evergreen FSLLC is a registered invesment advisor with the State of Washington. The office is located north of Seattle in Richmond Beach, (Shoreline) overlooking Puget Sound and the Olympic Mountains. ... See More

Amy Goan, CFP, MBA
Prism Financial Planning, LLC helps answer some of the questions you may have: Am I saving enough for retirement? Did I make the correct investment choices for my 401k? Can I afford to send my kids to college? Am I properly insured to protect myself and my family from the unexpected?

I believe that investing in a well-diversified portfolio of low-cost mutual funds and ETFs is the best way to reach your financial goals. Since my crystal ball has always been a bit cloudy, I don't believe in trying to time the market.

At Prism I offer comprehensive financial advice on an hourly basis. My clients only pay for the advice they need, and nothing more. As a fiduciary I only offer my expertise, and never sell any products. Therefore, my clients know they're getting unbiased advice with no conflicts of interest.

Comprehensive financial plans generally cost between $3,000 and $6,000, depending on the complexity of the client's situation. However, since I get paid by the hour you'll never pay more than what you need and want.

I look forward to getting started on your plan!... See More

Jay Cowles, CFP
Financial Research, Inc. is a fee-only advisory firm that provides wealth management and investment management services to individual and corporate clients. I have over 30 years of experience in investment management and financial planning, helping clients make informed financial decisions and play a smarter game when it comes to their money. As strictly a fee-only advisor, my clients know they are receiving advice and counsel which is based on true objectivity. Financial Research, Inc. is a fully independent company and receives no commission... See More