Find the right advisors to meet your financial planning needs in Washington

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Washington that can fulfill your requirements.

List of Qualified
Financial Planners in Washington


Dan Perrino

Savvy Advisors Inc

1313 E Maple St
Suite 209

Bellingham, WA 98229

360 3992466

Connect with Dan

Crystal McMahon

Great Life Investing LLC

4424 6th Ave.

Tacoma, WA 98406

253 3586109

Connect with Crystal

John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle, WA 98121

425 2608022

Connect with John

Matt Ebeling

Fort Vancouver Investment Management, LLC

1601 Officers Row

Vancouver, WA 98661

360 8230477

Connect with Matt

Glenn Rossman

TrueWealth Financial Partners

915 118th Ave SE Ste 140

Bellevue, WA 98005

253 9734277

Connect with Glenn

Legion Private Wealth Management

Legion Private Wealth Management

1206 N Dolarway Road
Suite 116

Ellensburg, WA 98926

509 8997252

Connect with Legion

Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425 2506280

Connect with Fulcrum

Allworth Financial

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888 2426766

Connect with Allworth

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