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


Craig Brown

MultiGen Wealth Services, Inc. (LPL Financial)

113 W Chestnut Street

Bellingham, WA 98225

360 3922882

Connect with Craig

Daniel Wiersma

Harbor Wealth Management / LPL Financial

5801 Soundview Drive #250

Gig Harbor, WA 98335

253 8586004

Connect with Daniel

Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425 2506280

Connect with Jim

John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle, WA 98121

425 2608022

Connect with John

Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888 2426766

Connect with Bret

Michael Oldenburg

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

425 3868433

Connect with Michael

William Cartee

Edelman Financial Engines, LLC

305 SE Chkalov Drive Suite 113

Vancouver, WA 98683

425 2472970

Connect with William

S. R. Schill & Associates Financial Planners & Advisors

S. R. Schill & Associates Financial Planners & Advisors

2448 76th Ave SE, Suite 107

Mercer Island, WA 98040

206 2752700

Connect with S.

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