Financial Advisors in Washington

Address: 2115 Barkley Blvd, #101, Bellingham, WA, 98226

Financial Plan, Inc. is an independent, fee-only, wealth management firm in Bellingham, Washington. All of our advisors are required to be CFP practitioners, and all subscribe to an identical investment philosophy. We have a small, loyal client base of high net worth investors, and provide comprehensive financial planning advice to each of our client households.... See More

A Fee-Only Certified Financial Planner(TM) Professional that provides advice on a wide range of financial concerns, from when to begin drawing Social Security, whether to re-finance a mortgage, how to diversify an investment portfolio, cash flow planning in retirement, and the types and amounts of insurance that are appropriate for your circumstances.
I've been told by more than one woman that I should be sure to point out, "I really listen."

Penn Cove Financial, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.... See More

Sherwood Investments is a fee-only (no commissions) Registered Investment Advisor and Financial Planner helping clients in the Seattle area as well as nationwide for over 20 years. They offer 100% fiduciary investment management and financial planning on a fee-only, no-commission basis. They help clients of all ages reach their financial goals.

Because Sherwood Investment Services does not receive one penny from commissions, they avoid any possible conflicts of interests.

"Everything we do is aimed at helping our clients meet their financial goals with the least risk possible. We want you to achieve financial security and worry less about your financial future."

Sherwood Investments has been helping clients in the Seattle area as well as nationwide with their financial plans and investments. For more information, contact ,me directly by phone 425--898--8989, email or visit their web site www.sherwood-investments.com . (Don't forget the dash in the web address.) We want to help you be financially secure.... See More

Eric Flaten, founded a botique wealth management business solely focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their life.

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory services are offered through Sowell Management Services, a registered investment advisor.... See More

BusinessBuildersBlog.com is a resource center for startups and business owners. The blog publishes articles on topics such as finance, business planning, sales and marketing that helps you build and grow your business. For more information, visit businessbuildersblog.com and businessbuildersblog.com/category/finance... See More

Timepiece Financial Planning is an independent Registered Investment Advisory providing fee only, goal based financial planning. A member of the Garrett Planning Network, and NAPFA, it is the type of place where people from all walks of life can receive objective, competent advice to help them achieve their own financial objectives. You can work with us one time, or have an ongoing relationship...you choose!
Learn more about us on our website www.timepiecefp.com... See More

Robinswood Financial, LLC provides investment management and financial planning services. Our objective is to deliver higher returns for our clients while providing maximum risk protection.

What sets us apart from other firms is our dedication to personalized service and a relationship-based client-first philosophy. We are committed to the highest ethical standards. As independent, fee-only investment advisors, we do not work for commission and therefore we are free to provide you with sound, unbiased financial advice that has only your best interests at heart.... See More

Robinswood Financial, LLC provides investment management and financial planning services. Our objective is to deliver higher returns for our clients while providing maximum risk protection.

What sets us apart from other firms is our dedication to personalized service and a relationship-based client-first philosophy. We are committed to the highest ethical standards. As independent, fee-only investment advisors, we do not work for commission and therefore we are free to provide you with sound, unbiased financial advice that has only your best interests at heart.... See More

Thomas McLean, AAMS, CFP, MSFP
Vestory is a Registered Investment Advisor (RIA) with offices in Bellevue, Olympia, and Lakewood, Washington as well as Phoenix, Arizona. Vestory is fully committed to being a fiduciary and helping clients create the best possible future by getting to the heart of your needs, wants, and fears. Additionally, with a focus on holistic planning, Vestory advisors bring together their knowledge of retirement, investment, inusrance, college, tax, estate, and charitable planning to provide you with robust solutions and ideas to achieve your goals.
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John McCarthy, CFP, ChFC, MBA
John T. McCarthy, LLC, is a private professional financial planning firm which counsels individuals and their families on an objective fee-only basis. The firm provides comprehensive financial planning services including cash flow management, investment management, tax planning, insurance planning, disability planning, education planning, retirement planning, and estate planning.... See More

Norman Smith, AAMS, BA, CFP, CPA/PFS, MBA
We are a firm of Certified Public Accountants and Financial Planners, offering accounting, auditing, consulting, and tax services with an emphasis on fee-only financial planning services (cash flow, education funding, retirement planning, and investment management including wealth preservation). Norman Smith (CPA/CFP®) is dedicated to the financial planning dimension of the practice.... See More

Scott Blaesing, CFP, CPA

Troy Sapp, CFP
Commencement Financial Planning LLC is an independent Fee-Only Registered Investment Advisor in Tacoma offering comprehensive financial planning and wealth management services to individuals and families. Receiving no commissions or any other compensation from vendors allows for an unbiased approach to the indentification and implementation of the best alternatives given each unique client situation.

Troy Sapp is Commencement Financial Planning LLC's proprietor. For more information regarding Troy's background and expertise click on his name under "Advisors" on this page.

You want a trusted advisor who can help organize your finances using a thoughtful and disciplined approach as well as act as a sounding board for ideas you might have. Troy strives to explain otherwise complex alternatives in every day language. He wants you to fully understand the pros and cons of each alternative before they are implemented. He wants to help simplify your financial life so you can focus on living well with family, friends, and community.

To best serve clients Troy recognizes the client/advisor relationship must involve the client sharing deeply personal information. To earn each client's trust Troy is committed to forming long term relationships by truly understanding his clients and exceeding their expectations whenever possible.

Troy knows not everyone works well together. Both client and advisor must feel they are compatible in order for the relationship to be successful. Troy strives to have an open and cooperative relationship with each of his clients. Troy is honest, reliable, and friendly. He seeks the same qualities in the clients he serves.... See More

Michael Pace, CFP, MSFS
Michael Pace is Certified Financial Planner practitioner who holds a Masters degree in Financial Services from the College for Financial Planning, and a Masters degree in Industrial Engineering and Business from the University of Washington.
Michael offers personalized financial planning and investment management services to individuals and families. He does not sell or receive commissions on any financial products.
For a list of Michael's areas of planning expertise, please click on the link for his name below.
In order to have a successful relationship, a client and a financial advisor need to get along very well. This relationship is unique in that a great deal of a client's very personal information is shared with a financial planner. Hence, the relationship must be one where open communication and complete trust are always present.
It is not possible for all clients and all financial planners to successfully work together. Care must be taken by a client and by a financial planner to determine if they will make a good team. Michael is friendly and reasonable, and his clients typically are with him for their entire lives. Michael focuses his practice on working with people who are nice.
If you believe this type of relationship will suit you, please visit Michael's website for information about his availability to take on new clients. ... See More

Bradley Van Vechten, CFP, ChFC, CIMA, CLU
As a Registered Investment Advisor, Federal and State law requires PWMS to be held to a Fiduciary Standard. Every RIA must adopt and follow a Code of Ethics and fully disclose to clients how they are compensated. We adhere strictly to the notion of recommending what's best for you, not just what is suitable.
Let us help you create a plan that works for your lifestyle, your family and your future. At PWMS we use an all-inclusive approach to examine your complete financial picture and design a comprehensive plan to achieve your financial goals. Did you know that people who engage a financial advisor and rebalance their portfolios regularly are more likely to achieve their financial goals and less likely to make bad decisions when markets are down?
We use a disciplined, proactive approach to help you achieve your financial goals. We listen carefully to understand your needs, work closely with you to build & keep your trust, monitor your progress and maintain an open conversation regarding your investments.... See More