Financial Advisors in Lynnwood, Washington (Snohomish County)

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

Robert Keilin, CFP

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

Eric Flaten, founded a botique wealth management business solely focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their life.

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory services are offered through Sowell Management Services, a registered investment advisor.... See More

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

Troy Sapp, CFP
Commencement Financial Planning LLC is an independent Fee-Only Registered Investment Advisor in Tacoma offering comprehensive financial planning and wealth management services to individuals and families. Receiving no commissions or any other compensation from vendors allows for an unbiased approach to the indentification and implementation of the best alternatives given each unique client situation.

Troy Sapp is Commencement Financial Planning LLC's proprietor. For more information regarding Troy's background and expertise click on his name under "Advisors" on this page.

You want a trusted advisor who can help organize your finances using a thoughtful and disciplined approach as well as act as a sounding board for ideas you might have. Troy strives to explain otherwise complex alternatives in every day language. He wants you to fully understand the pros and cons of each alternative before they are implemented. He wants to help simplify your financial life so you can focus on living well with family, friends, and community.

To best serve clients Troy recognizes the client/advisor relationship must involve the client sharing deeply personal information. To earn each client's trust Troy is committed to forming long term relationships by truly understanding his clients and exceeding their expectations whenever possible.

Troy knows not everyone works well together. Both client and advisor must feel they are compatible in order for the relationship to be successful. Troy strives to have an open and cooperative relationship with each of his clients. Troy is honest, reliable, and friendly. He seeks the same qualities in the clients he serves.... See More

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

Ben Jennings, CFP, CLU, CPA/PFS
SoundView Advisors is a fee-only comprehensive financial planning firm with offices in Olympia and Seattle, WA.
At SoundView Advisors, we carry a strong conviction that your life is inherently valuable. How you plan and choose to invest your time, talents, and treasures greatly affects those close to you. We understand the ripple effects of financial decisions, and consider it a privilege to walk alongside our clients. Our business is planning for your future.... See More

Norman Smith, AAMS, BA, CFP, CPA/PFS, MBA
We are a firm of Certified Public Accountants and Financial Planners, offering accounting, auditing, consulting, and tax services with an emphasis on fee-only financial planning services (cash flow, education funding, retirement planning, and investment management including wealth preservation). Norman Smith (CPA/CFP®) is dedicated to the financial planning dimension of the practice.... See More

Thomas McLean, AAMS, CFP, MSFP
Vestory is a Registered Investment Advisor (RIA) with offices in Bellevue, Olympia, and Lakewood, Washington as well as Phoenix, Arizona. Vestory is fully committed to being a fiduciary and helping clients create the best possible future by getting to the heart of your needs, wants, and fears. Additionally, with a focus on holistic planning, Vestory advisors bring together their knowledge of retirement, investment, inusrance, college, tax, estate, and charitable planning to provide you with robust solutions and ideas to achieve your goals.
... See More

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