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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

Ben L. Jennings

CPA/PFS, CFP®, CLU

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

SoundView Advisors

1000 2nd Avenue, Ste 3550
Seattle, WA 98104

SoundView Advisors

1441 W Bay Drive NW
Olympia, WA 98502
(206) 682-7713
CONNECT WITH Ben
  • 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

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.

Ameriprise Financial Services, Inc.

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

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

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

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

1216 S Grand Blvd.
Spokane, WA 99202
(509) 747-2075
CONNECT WITH Sarah
  • facebook link
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Scott E. Livingston

CFP®

President

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

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

5 Point Financial Group, Inc.

14205 SE 36th St, Ste 100
Bellevue, WA 98006-1553
(425) 402-8700
(425) 519-3666
CONNECT WITH Scott
  • facebook link
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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
  • linkedin link

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

Alexander F. Williamson

CFP®

Managing Director

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Pacific Crest Financial Advisors, LLC

2828 Colby Ave, #405
Everett, WA 98201
(888) 576-1352
(206) 818-0559

John A. Schram

CFP®

Registered Principal

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

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

LPL Financial

917 S Monroe St
Spokane, WA 99204
(509) 328-5627

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

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

Stephen P. Fuller

CFP®, ChFC

Financial Planner

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.

Financial Strategies

1516 Hudson St. Suite 202
Longview, WA 98632
(360) 425-0100
CONNECT WITH Stephen
  • linkedin link

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

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

Hans Erik Sabiers

CFP®, ChFC® CRPC®

Managing Director

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.

Merrill Lynch

2707 Colby Ave, Ste 1401
Everett, WA 98201-3568
(888) 200-0273
(425) 259-8365

James B. Wilson, VII

CFP®, APMA®

Financial Planner

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Cornerstone Financial Strategies

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

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

William T. Morrissey

CFP®

President

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Sound Financial Planning,Inc.

1111 Cleveland Ave., Ste 101
Mount Vernon, WA 98273
(360) 336-6527
CONNECT WITH William
  • facebook link
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Lisa R. Peters

CFP®, CDFA

Principal/Advisor

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Private Ocean Wealth Management

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

Vivienne Strickler

CFP®, MBA, CMFC,CRPC

Financial Planner Practitioner

Specialties: Attending College, Charitable & Planned Giving, Investment Management, Estate Planning,...More

Financial Advisor serving Washington and the surrounding communities.

KMS Financial Services, Inc.

2000 Dexter Ave N, Ste 1
Seattle, WA 98109
(206) 448-9107

John Chitaley

CFP®, CPA, RICP®

Specialties:

Financial Advisor serving Washington and the surrounding communities.

PO BOX 65164
University Place, WA 98464
(253) 987-1770

Brett A. Lathrup

CFP®

Financial Planner

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

Financial Advisor serving Washington and the surrounding communities.

10404 124th St NE
Arlington, WA 98223-4935
(360) 653-0198
CONNECT WITH Brett
  • linkedin link

Jeff Tolsma

CFP®

Founder & Managing Director

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Tolsma Investments, LLC

5806 119th Ave SE Ste A262
Bellevue, WA 98006
(425) 458-3999
CONNECT WITH Jeff
  • linkedin link

J. Bryce McWalter

CFP®

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

Financial Advisor serving Washington and the surrounding communities.

Wells Fargo Advisors

777 108th Ave NE, Ste 2500
Bellevue, WA 98004-5130
(425) 451-4921

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

22335 SE 244th Pl
Maple Valley, WA 98038

Thrivent Financial

20 M Street NE
Auburn, WA 98002
(425) 275-1936