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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

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

1441 West Bay Dr NW, Ste 201
Olympia, WA 98502

Soundview Advisors

1000 2nd Avenue
Seattle, WA 98104
(360) 867-9890
CONNECT WITH Kevin
  • linkedin link

Carlos J.F. Lopez

MBA, CFP®

Managing Director

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Creative Planning, Inc.

10400 NE 4th St, Ste 500
Bellevue, WA 98004
CONNECT WITH Carlos
  • linkedin link

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

Ronald E. Wilkinson

CFP®, CeFT®

Co-Owner

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Security First Advisors

16703 SE McGillivray Blvd, Suite 230
Vancouver, WA 98683

Security First Advisors

12703 SW 67th Ave
Portland, OR 97223
(800) 898-4224
(503) 274-4224

Peter J. Taafe

CRPC®, BFA, CFP®

Financial Advisor

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

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

Ameriprise Financial

9222 Bay Shore Dr. NW, Ste 100
Silverdale, WA 98383
(888) 399-2044
(360) 516-6820
CONNECT WITH Peter
  • facebook link
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Robert J. Smith

CFP®, ChFC®, CLU®

Private Wealth Advisor

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

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

Puget Sound Wealth Strategies, a franchise of Ameriprise Financial Services, Inc

110 James St, Ste 105
Edmonds, WA 98020
(425) 640-8633

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
  • facebook link
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Steve Wormeli

CFP®, CIMA®, CPWA®

Financial Advisor - Portfolio Manager - Registered Principal

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

Financial Advisor serving Washington and the surrounding communities.

Raymond James Financial Services

40 Lake Bellevue Drive, Suite 280
Bellevue, WA 98005
(425) 990-3030
(800) 964-3418
CONNECT WITH Steve
  • linkedin link

Nancy J. LaPointe

CFP®

Financial Planner,Wealth Manager, Investment Advisor Representative

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

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

Navigate Financial

3663 College St SE, Suite B
Lacey, WA 98503
(360) 628-8175

Randall R. Wall

CFP®

Owner/Manager

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Penn Cove Financial, LLC

1072 Landing Cir
Oak Harbor, WA 98277
(360) 632-0946
CONNECT WITH Randall
  • facebook link
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  • youtube link

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
  • twitter link
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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

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

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

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

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
  • linkedin link

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

Tom Zebroski

CFP®

Managing Partner

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Meridian Wealth Management

11100 Main Street, #301
Bellevue, WA 98004
(425) 492-9062

Joshua Chittenden

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Petersen Hastings Investment Management

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

Jed Sires

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Sound Investment Strategies

22722 29th Dr SE, Suite 100
Bothell, WA 98021
(425) 780-4457

Matthew Jarvis

CFP®, ChFC

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

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

Jarvis Financial

33308 13th Pl S, Ste 3
Federal Way, WA 98003
(253) 838-9703

Gregory J. Wright

CFP®, CLU®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable...More

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

2601 76th Ave SE, Unit 405
Mercer Island, WA 98040

Kevin T. Grady

CLU, ChFC, CFP®

Certified Retirement Counselor

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.

Grady Financial Network LLC

611 N Argonne Rd
Spokane Valley, WA 99212
(509) 315-4326
CONNECT WITH Kevin
  • facebook link
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Norman R. Smith

CFP®, CPA, PFS

Specialties:

Financial Advisor serving Washington and the surrounding communities.

NR Smith and Associates, PS

2120 Caton Way SW
Olympia, WA 98502
(360) 754-9475

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

400 112th Ave NE
Bellevue, WA 98004
(800) 303-1856
(425) 283-1300

Andrew R. Thibeault, Jr.

CFP®

Managing Partner, Financial Advisor

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

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

Conestoga Wealth Partners

3226 Rosedale St NW, Ste 200
Gig Harbor, WA 98335
(253) 358-7968

Sean Steven Cooper

CFP®, CFA®

President/Chief Compliance Officer

Specialties:

Fee Only Financial Advisor serving Washington and the surrounding communities.

Fit Financial Consulting LLC

PO Box 4895
Wenatchee, WA 98807-4895
(720) 808-6979

Greer Gibson Bacon

CFP®

President

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Asset Planning & Management, Inc.

422 W Riverside Ave, Ste 722
Spokane, WA 99201-0305
(888) 864-8827
(509) 838-4175