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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

Marta Shen

CFP®, JD, CPA

Senior Vice President - Wealth Management

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

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

Spring Street Financial of Raymond James

1201 Third Ave, Suite 5350
Seattle, WA 98101

Spring Street Financial of Raymond James

3050 Peachtree Rd, NW
Atlanta, GA 30305
(404) 564-9090

Tim Massie

CFP®

FEE-ONLY Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Fee Only Financial Advisor serving Washington and the surrounding communities.

Timepiece Financial Planning, Inc.

1312 N Monroe St
Spokane, WA 99201

Timepiece Financial Planning, Inc.

702 Jefferson
Vancouver, WA 98660
(360) 687-0244

Michael W. Boone

CFP®, CFA

Principal

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

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

MWBoone & Associates, LLC

777 - 108th Ave NE, Ste 2230
Bellevue, WA 98004
(425) 462-6406

Patricia A. Solberg

CLU, LUTCF,CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management, Getting...More

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

PAS Financial Planning

1100 Dexter Ave N, Ste 100
Seattle, WA 98109

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

PO Box 898
Sunnyside, WA 98944-0898
(509) 837-6700

Robert E. Finke

CFP®

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

Financial Advisor serving Washington and the surrounding communities.

Center For Financial Affairs, Kms Fin.

PO Box 1605
Freeland, WA 98249-1605
(360) 331-1825

Robin Tan

CFP®, Ph.D.

Registered Representative

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

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

KMS Financial Services, Inc.

PO BOX 39
Kirkland, WA 98083
(800) 619-8376
(425) 739-9389

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

Marvin L. Liebe

CLU,ChFC,CFP®,MSFS

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

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

The Advisor Benefits Group, Inc

5101 W Clearwater Ave, Ste 100
Kennewick, WA 99336
(509) 582-3074

A. Sean Bailey

CFP®

Financial Consultant

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

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

Bailey Wealth Services

1604 Hewitt Ave, Suite 704
Everett, WA 98201
(800) 210-0600
(425) 252-4032

Bradley A. Berger

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

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

Cornerstone Financial Strategies

505 Broadway, Ste 400
Tacoma, WA 98402
(253) 756-2003

Diane Jochimsen

MS, CFP®

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.

White Raven Financial

10404 124th St NE
Arlington, WA 98223
(360) 653-0198
CONNECT WITH Diane
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Laurie L. Klein

CFP®, ChFC®

Founder/Principal

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Kaizen Financial Advisors

4030 Lake Washington Blvd NE, Suite 308
Kirkland, WA 98033
(425) 321-5802
CONNECT WITH Laurie
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Alan L. Writer

CFP®, CHFC®, RICP®

Wealth Advisor

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

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

Thrivent Financial

20 M Street NE
Auburn, WA 98002

Thrivent Financial

22335 SE 244th Pl
Maple Valley, WA 98038
(425) 275-1936

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

Blaine A. Carr

CPA, CFP®, AIF®

Wealth Advisor

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Petersen Hastings Investment Management

8203 W Quinault Ave, Ste 101
Kennewick, WA 99336
(800) 441-4412
(509) 735-0484

Katherine C. Benjamin

CFP® CLTC

Financial Advisor

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

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

6020 Lake Washington Blvd SE
Bellevue, WA 98006-6328
(425) 503-4800

Timothy J. Truebenbach

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving Washington and the surrounding communities.

Morgan Stanley

1301 A St, Ste 300
Tacoma, WA 98402
(253) 597-6315

Michelle A. Fait

CFP®, EA, CDFA

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.

Satori Financial LLC

P.O. Box 85612
Seattle, WA 98145
(206) 320-9263

Troy Sapp

CFP®

Financial Consultant

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Commencement Financial Planning LLC

6521 Flanegan Rd W
Lakewood, WA 98499
(253) 820-6432

Nancy L. Dienes

CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance,...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Goddard Financial Planning

1200 Westlake Ave N, Ste 603
Seattle, WA 98109
(206) 217-2583

Mark L. Wallace

CFP® AIF®

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Skyline Advisors, Inc.

405 32nd St, Ste 201
Bellingham, WA 98225
(360) 671-1621

Thomas B. McLean MS

CFP®

Principal & Founder

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Advitica Financial Planning

400 Union Ave SE
Olympia, WA 98501
(360) 292-9314

Meris Collier

CFP®

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Collier, Sustainable Wealth Management

9750 3rd Ave NE, Ste 350
Seattle, WA 98115
(206) 805-1770

Mark C. Logan

CFP®

Principal - Planner

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Skyline Advisors

405 32nd St, Ste 201
Bellingham, WA 98225
(360) 671-1621

Steve M. Burkett

CFP®

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Palisade Investments

2903 199th Pl SE
Bothell, WA 98012
(425) 489-7868

James D. Hallett

MSFP, CFP®,AIFA

President, Principal & CCO

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Hallett & Associates, P.S.

321 E First St, PO Box 3050
Port Angeles, WA 98362-3135
(888) 457-6006
(360) 457-6000

Steven Fox-Middleton

CFP®, EA

Fee-Only Financial Planner

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

SFM Financial Advisors LLC

10000 NE 7th Ave, Ste 100L
Vancouver, WA 98685
(360) 573-0641

MK Lee

CFP®

Financial Planner & Coach

Specialties: Comprehensive Financial Planning, Career Change, Retirement, Women's Finances

Fee Only Financial Advisor serving Washington and the surrounding communities.

SEAMFI LLC

1201 Pacific Ave, Ste 600
Tacoma, WA 98402-4384
(253) 257-1837
CONNECT WITH MK
  • linkedin link