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Craig S. Limoges

CFA, CFP®, EA

President

Specialties: Charitable & Planned Giving, Investment Management, Getting Divorced, Retirement, Sudden...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Limoges Investment Management PC

10000 NE 7th Ave, Ste 205
Vancouver, WA 98685
(360) 694-2752

Roland L. Thompson

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

ALP Financial Planning Inc.

5101 W Clearwater Ave, Ste 104
Kennewick, WA 99336
(509) 727-0068

Sally L. McCray

CFP®, CPA

Ms

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Washington and the surrounding communities.

Financial Advisory Partners

6815 Ripley Lane SE
Renton, WA 98056
(425) 277-9118

Ali Criss

CFP®

Managing Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Financial Insights

3110 Ruston Wy, Ste C
Tacoma, WA 98402
(253) 627-6010

Rick Egan

CFP®

Managing Member

Specialties: Charitable & Planned Giving, Asset Allocation, Estate Planning, Employee Benefits,...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Cadence Wealth Management, LLC

1420 Fifth Ave, Suite 2200
Seattle, WA 98101
(206) 224-5636

Rachele S. Bouchand

CFP®

Managing Director, Family Office Advisory

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Ascent Private Capital Management at US Bank

1420 5th Ave, Ste. 1300, Ascent at US Bank
Seattle, WA 98101
(206) 342-7171
CONNECT WITH Rachele
  • linkedin link

David W. Mason

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Washington and the surrounding communities.

Financial Advisors - KMS

315 W Mill Plain Blvd, Suite 200
Vancouver, WA 98660-3028
(360) 693-9253

Erik R. Pielstick

CFP®, ChFC,

Sr Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Financial Management, Inc

7024 W Grandridge Blvd, Suite B
Kennewick, WA 99336
(509) 735-7526

Keith D. Hegg

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Ameriprise Financial Services, Inc.

9425 N Nevada, Suite 212
Spokane, WA 99218
(509) 232-0080

Richard A. Merrifield, II

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Washington and the surrounding communities.

Coldstream Capital

One 100th Ave NE, Suite 102
Bellevue, WA 98004
(425) 283-1600

Mark S. Martel

CFP®

Specialties: Attending College, Investment Management, Retirement, Stocks & Bonds

Financial Advisor serving Washington and the surrounding communities.

Martel Wealth Advisors

2001 SE Columbia River Dr, Ste 100
Vancouver, WA 98661
(800) 772-9940
(360) 694-9940

Jason Tafoya

CFP®, AIF®

Managing Partner | Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Evergreen Wealth

601 108th Ave NE Ste 1900
Bellevue, WA 98004
(206) 257-3388
CONNECT WITH Jason
  • linkedin link

Heidi M. Johnson Bixby

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Mutual Funds, Retirement

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Johnson Bixby & Associates, LLC

1201 Main St
Vancouver, WA 98660
(360) 695-1795

Marv McKenzie

CFP®, CIMA®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Ameriprise Financial Inc.

6601 W Deschutes Ave, Ste E
Kennewick, WA 99336-7811
(866) 414-1690
(509) 737-1690

John T. Klevens

CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Retirement

Financial Advisor serving Washington and the surrounding communities.

Klevens Capital Management

500 108th Ave NE, Ste 765
Bellevue, WA 98004
(425) 453-6353

David M. Moretsky

ChFC, CFP®

Co-Founder

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Financial Advisor serving Washington and the surrounding communities.

MyICON

520 6th St S
Kirkland, WA 98033
(425) 562-4266

Tom Nihoul

MBA, CFP®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

AGP Wealth Advisors

620 N Argonne Rd, Ste B
Spokane, WA 99212
(800) 701-0746
(509) 777-0803

Mark D. Silverstein

CFP®, AEP®, CWS®

VP - Financial Consultant

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Charles Schwab

508 Union Street
Seattle, WA 98101
(206) 287-3809

Ronald S. Colson

CFP®, MBA

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Colson Financial Group, Inc.

4740 Austin Ct
Bellingham, WA 98229
(303) 986-9977

Heidi C. Davis

CFP®, MBA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Columbia Financial Planning LLC

8 Columbia Key
Bellevue, WA 98006
(425) 943-0001

Donald M. Safstrom

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Safstrom & Company

1411 4th Ave, Ste 1120
Seattle, WA 98101
(206) 622-6456

Casey A. Herron

CFP®, RICP®, EA

Wealth Management Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

TIAA

1106 N Inland St
Spokane, WA 99224
CONNECT WITH Casey
  • linkedin link

Scott A. Sheffield

CFP®

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Sovereign Wealth Advisors

777 108th Ave NE, Ste 1880
Bellevue, WA 98004
(425) 289-4222

Kevin L. Slater

CFP®

CEO and Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Soundview Advisors

1000 2nd Avenue, Ste 3550
Seattle, WA 98104

Soundview Advisors

1441 West Bay Dr NW
Olympia, WA 98502
(206) 682-7713

Kristine McHugh

CFP®

Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Private Ocean

1700 Westlake Ave N, Ste 325
Seattle, WA 98109
(206) 729-1700

Thomas A. White

CFP®, PFS, CPA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Washington and the surrounding communities.

White & Company Financial Planning, Inc

910 E Franklin Ave Ste 3, PO Box 898
Sunnyside, WA 98944-0898
(509) 837-6700

Sarah L. Carlson

CFP®, ChFC, CLU

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Fulcrum Financial Group

1403 S Grand Blvd, Ste 201N
Spokane, WA 99203-2278
(509) 747-2075
CONNECT WITH Sarah
  • facebook link
  • twitter link
  • linkedin link

Bradley C. Van Vechten

CFP®,CIMA®,CLU®,ChFC

Independent, Fee Only, Financial Advisor serving WA and Northern CA regions

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Private Wealth Management Solutions, LLC

11232 NE 15th Street, Suite 100
Bellevue, WA 98004
(425) 896-7617

Chad P. Parmenter

CFP®

Specialties:

Financial Advisor serving Washington and the surrounding communities.

Mirus Planning

4030 Lake Washington Blvd NE, Ste 300
Kirkland, WA 98033
(425) 250-0522

Bruce D. Eckfeldt

CFP®

Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Willis Eckfeldt

7525 SE 24th Street, Suite 505
Mercer Island, WA 98040-2336
(206) 282-0950