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Matt McKellar

CFP®

Founder & Managing Partner

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

Financial Advisor serving Washington and the surrounding communities.

MyICON

1412 112th Avenue NE
Bellevue, WA 98004

MyICON

520 6th Street South
Kirkland, WA 98033

MyICON

801 2nd Ave
Seattle, WA 98104

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.

702 Jefferson, Ste B
Vancouver, WA 98660

Timepiece Financial Planning, Inc.

1312 N Monroe St
Spokane, WA 99201
(360) 687-0244

Ford H. Barrett

CFP®

Mr

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

Financial Advisor serving Washington and the surrounding communities.

Financial Alternatives

610 N Mission St, Suite 120
Wenatchee, WA 98801-2065
(509) 663-7526

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

Eric F. Green

CPA, CFP®, AIF®

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate...More

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

Purpose Financial Advisors. LLC

421 W Riverside Ave, Ste 1450
Spokane, WA 99201
(866) 514-7389
(509) 458-7709

James S. Bennett, Jr.

CFP®, CRPC

Private Wealth Advisor

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

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

Bennett & Associates, An Ameriprise Private Wealth Advisory Practice

2275 116th Ave NE, Ste 200
Bellevue, WA 98004
(425) 462-7900

Robert Wayne Campbell

CFP®

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

Financial Advisor serving Washington and the surrounding communities.

Campbell Financial

11014 SE 25th st
Bellevue, WA 98004
(206) 498-9995

Dale R. Terwedo

CLU®,CFP®,ChFC

Founder and Principal

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

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

TFS Advisors, LLC

100 Second Ave South, Ste 300
Edmonds, WA 98020
(425) 776-0446
CONNECT WITH Dale
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Karen O'Brien

CFP®, CPA

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

Financial Advisor serving Washington and the surrounding communities.

TrueNorth Wealth Advisors

1200 Fifth Ave, Ste 1810
Seattle, WA 98101
(206) 652-4314 x11

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

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

Bruce Galvin

MBA, CFP®

Financial Planner

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Mutual Funds, Retirement, Long-term Care,...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Revelation Financial Planning LLC

111 N 74th St
Seattle, WA 98103
(206) 579-6041

Eddy B. Roddy

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment...More

Financial Advisor serving Washington and the surrounding communities.

WECU

1184 Edgewater Ln
Lynden, WA 98264
(360) 714-7922

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

Tara Johnson

CFP®

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

Daniel H. Adams

CFP®, AIF®

Financial Advisor

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

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

Latitude Wealth Management LLC

7117 W Hood Pl, Ste 120
Kennewick, WA 99336

Latitude Wealth Management LLC

115 S Madison St
Walla Walla, WA 99362
(877) 628-2291
(509) 628-2291
CONNECT WITH Daniel
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Sean P. Gross

CFP®, AIF®

CEO / Founder

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

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

Telos Wealth Management, LLC

656 N. Miller Street
Wenatchee, WA 98801
(509) 664-8844

Julie L. Parisio Roy

CFA, CFP®, CIC

Portfolio Manager/Analyst

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Badgley Phelps Investment Managers

1420 Fifth Ave, Ste 3200
Seattle, WA 98101
(206) 623-6172

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

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

Ralph T. White

CFP®

Financial Planner

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.

Goddard Financial Planning

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

Jeffrey M. Walters

CFP®

Wealth Manager

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Badgley Phelps Wealth Managers

1420 Fifth Avenue, Suite 3200
Seattle, WA 98101
(800) 869-7173
CONNECT WITH Jeffrey
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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

Todd M. Koyama

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Selkirk Wealth Advisors, LLC

203 N Washington St, Ste 200G
Spokane, WA 99201
(509) 270-2886

Amy L. Shappell

CFP®

Sr. Financial Planner

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Amy Shappell

1410 E Pine Street, W121
Seattle, WA 98122
(425) 333-7526

Lee S. Martin

CFP®

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

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

Trueretirement

400 112th Ave NE, Suite 200
Bellevue, WA 98004

Trueretirement

200 112th Ave NE
Bellevue, WA 98004
(800) 303-1856
(425) 283-1300

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

Addeson Moh

CFP®, ChFC®

Financial Advisor

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

Financial Advisor serving Washington and the surrounding communities.

Meadows Wealth Advisors

4910 NW Camas Meadows Dr, Suite 200
Camas, WA 98607
(360) 883-5861
CONNECT WITH Addeson
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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