Financial Advisors in Oak Harbor, Washington (Island County)

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

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

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

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

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.

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

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

Nathan Ricks, CFP, MS

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

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

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

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

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).
... See More

Irene Dabanian, MBA
IJD Evergreen has been serving hourly clients since 2003,providing a number of service levels from a two hour minimum appointment, or an investment portfolio design (10-12+ hours), to a full financial plan (includes retirement projection) (20 hours +). IJD Evergreen FSLLC is a registered invesment advisor with the State of Washington. The office is located north of Seattle in Richmond Beach, (Shoreline) overlooking Puget Sound and the Olympic Mountains. ... See More