Financial Advisors in Bellingham, Washington (Whatcom County)

Address: 2115 Barkley Blvd, #101, Bellingham, WA, 98226

Financial Plan, Inc. is an independent, fee-only, wealth management firm in Bellingham, Washington. All of our advisors are required to be CFP practitioners, and all subscribe to an identical investment philosophy. We have a small, loyal client base of high net worth investors, and provide comprehensive financial planning advice to each of our client households.... See More

Ronald Simmer, BS, CFP, MBA
Fee-Only Personal Financial Planning, Retirement Planning, Investment Planning, Tax Planning

Tammera Prouty, CFP
At Sound Financial Planning, Inc. each member of our team is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams. Led by founder and President Bill Morrissey, we have been offering comprehensive financial planning for more than three decades.
Morrissey and the SFP team have developed a comprehensive, holistic wealth management process that offers you peace of mind in achieving your financial goals and dreams.
Sound Financial Planning Inc. is a fee-only financial planning firm, which means our sole compensation is from you, the client. We receive no commissions of any kind.
Our clients receive more than just investment advice; they receive comprehensive financial planning advice and education in all areas of their financial lives. As a result of our services, our clients enjoy financial peace of mind and are prepared for life's unexpected events.
The SFP staff includes Tammy Prouty, a partner with the firm who has been with the company for more than 14 years. Tammy is a valuable team member whose financial expertise has been featured in the Seattle Times.... See More

A Fee-Only Certified Financial Planner(TM) Professional that provides advice on a wide range of financial concerns, from when to begin drawing Social Security, whether to re-finance a mortgage, how to diversify an investment portfolio, cash flow planning in retirement, and the types and amounts of insurance that are appropriate for your circumstances.
I've been told by more than one woman that I should be sure to point out, "I really listen."

Penn Cove Financial, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.... See More

Turloff Financial Consulting is a fee only financial advisor and we believe fees and expenses are important which is why we strive to be a low cost advisor.

Nathan Ricks, CFP, MS