Financial Advisors in Washington

Stacy Ployhar, CFP
A life well planned is a life well lived. I work with clients on all aspects of life where money exerts an influence.
I strive to make the financial planning experience one where you feel empowered, educated, and encouraged to meet the dreams you have for your life.
Regardless of your age or stage in life, having a financial blueprint equips you with the way forward. You will have peace of mind knowing that you are successfully working towards your goals. Some of the places my clients work include Amazon, Microsoft, Boeing, Expedia, Google, Intel, Zillow, Fred Hutchison,Starbucks, Nordstrom, as well as King County, City of Seattle, Bellevue School District, UW, and the FAA.
For pricing and services, please visit 'Services and Fees' on website (listed in left hand column of this page).
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Joseph Hebert, CFP
trueNorth is a fee-only financial planning and investment advisory firm staffed by CERTIFIED FINANCIAL PLANNER™ professionals. We are committed to developing a thorough understanding of each our client’s current circumstances and future goals, so that the plans we develop, the portfolios we manage, and the recommendations we make can be delivered with insight as well as objectivity.
We work with clients within ten years pre- or post-retirement, facing issues such as retirement cash flow projections, managing a portfolio during the distribution phase, creating retirement income from a nest egg, pension and Social Security decisions, planning for long term care, and planning for housing changes as they age. We also serve working professionals who are building their nest egg and facing planning issues such as college funding, 401k management, stock options, managing inherited money, and tax planning.
Our Wealth Advisory Services combines the benefits of both comprehensive financial planning with on-going professional investment management services; full details are available on our website.... See More

Ben Jennings, CFP, CLU, CPA/PFS
SoundView Advisors is a fee-only comprehensive financial planning firm with offices in Olympia and Seattle, WA.
At SoundView Advisors, we carry a strong conviction that your life is inherently valuable. How you plan and choose to invest your time, talents, and treasures greatly affects those close to you. We understand the ripple effects of financial decisions, and consider it a privilege to walk alongside our clients. Our business is planning for your future.... See More

Therese Govern, CFP, CPA, MBA
Therese Govern Financial Advisors LLC is a financial planning and investment advisory firm focused on the financial challenges of retirement. Retirement is a serious undertaking. Our goal is to help you prepare financially, make sensible financial decisions along the way, and manage the challenge of making your money last.TGFA's primary service combines investment management with financial planning, delivering a comprehensive approach to your money and your life. This service is anchored in the ongoing, continuous management of your investment portfolio, and informed by a thorough understanding of your goals, circumstances, cash flow, and tax situation.There are many things we can help you plan: for example, constructing a bond ladder to supply your annual cash needs, or converting an IRA to a Roth in a low tax year. And then there are things you must simply react to: the death of a spouse, a sudden inheritance, historically low mortgage rates, to name a few.Therese's job is to help you plan for the knowns and deal with the unknowns when they come. The goal is to see you retired: informed, prepared, and confident.... See More

Scott Moser, CPA/PFS, MST
Moser Wealth Advisors is a regionally owned and operated wealth management firm that combines a Certified Public Accounting firm and Registered Investment Advisor to deliver comprehensive financial planning solutions that incorporate sophisticated tax and investment advice to high net worth individuals, families and business owners. The firm produces superior results by leveraging its broad planning expertise and understanding of the complex interplay between wealth accumulation strategies and their tax implications. Our highest priority is positioning our clients for success while simplifying their day-to-day financial affairs. As an integral part of that promise, Moser Wealth Advisors creates customized approaches to meet financial objectives while minimizing risk to create wealth, all while maintaining the highest ethical standards.... See More

Heidi Davis, CFP, MBA
Columbia Financial Planning LLC offers the following services:Financial Planning for a FeeTax Planning Review relating to Financial PlanningTrusts, Estates, InheritancesFinancial Planning for Business OwnersBusiness Owners Retirement PlansReview of Investments401k, 403b, 457, Thrift Savings Programs, SEP'sIRA's, Roth IRA's, Non Deductible IRA's Advising on Employee Benefit ProgramsStock Options, Stock Grants, Company SecuritiesNon Qualified Deferred CompensationSupplemental Special Pension BenefitsAdvising Senior Executives Public/PrivateCorporations Real Estate Analysis Investment Rentals, CommercialDivorced and Widowed Women... See More

Jay Cowles, CFP
Financial Research, Inc. is a fee-only advisory firm that provides wealth management and investment management services to individual and corporate clients. I have over 30 years of experience in investment management and financial planning, helping clients make informed financial decisions and play a smarter game when it comes to their money. As strictly a fee-only advisor, my clients know they are receiving advice and counsel which is based on true objectivity. Financial Research, Inc. is a fully independent company and receives no commission... See More

Amy Goan, CFP, MBA
Prism Financial Planning, LLC helps answer some of the questions you may have: Am I saving enough for retirement? Did I make the correct investment choices for my 401k? Can I afford to send my kids to college? Am I properly insured to protect myself and my family from the unexpected?

I believe that investing in a well-diversified portfolio of low-cost mutual funds and ETFs is the best way to reach your financial goals. Since my crystal ball has always been a bit cloudy, I don't believe in trying to time the market.

At Prism I offer comprehensive financial advice on an hourly basis. My clients only pay for the advice they need, and nothing more. As a fiduciary I only offer my expertise, and never sell any products. Therefore, my clients know they're getting unbiased advice with no conflicts of interest.

Comprehensive financial plans generally cost between $3,000 and $6,000, depending on the complexity of the client's situation. However, since I get paid by the hour you'll never pay more than what you need and want.

I look forward to getting started on your plan!... See More

Tammera Prouty, CFP
At Sound Financial Planning, Inc. each member of our team is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams. Led by founder and President Bill Morrissey, we have been offering comprehensive financial planning for more than three decades.
Morrissey and the SFP team have developed a comprehensive, holistic wealth management process that offers you peace of mind in achieving your financial goals and dreams.
Sound Financial Planning Inc. is a fee-only financial planning firm, which means our sole compensation is from you, the client. We receive no commissions of any kind.
Our clients receive more than just investment advice; they receive comprehensive financial planning advice and education in all areas of their financial lives. As a result of our services, our clients enjoy financial peace of mind and are prepared for life's unexpected events.
The SFP staff includes Tammy Prouty, a partner with the firm who has been with the company for more than 14 years. Tammy is a valuable team member whose financial expertise has been featured in the Seattle Times.... See More

Turloff Financial Consulting is a fee only financial advisor and we believe fees and expenses are important which is why we strive to be a low cost advisor.

Kory Johnson is a Certified Financial Planner professional and owner of Johnson Financial Strategies a independent financial planning and wealth management firm.Mr Johnson specializes in income distribution planning. The firm focuses on empowering retirees and those about to retire on how to help preserve and protect their capital, increase their income and help organize their assets to last a lifetime.... See More

Nathan Ricks, CFP, MS

Robert Keilin, CFP

Ronald Simmer, BS, CFP, MBA
Fee-Only Personal Financial Planning, Retirement Planning, Investment Planning, Tax Planning

George Middleton, BS, CFA, CPA/PFS, MBA
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We are here to help you with your financial concerns. It could be: Retirement planning Tax planning Investment Management Estate Planning College planning Charitable giving
or a host of other financial issues that are important to you.
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