Embarking on a successful financial journey requires the right guidance and expertise. From retirement planning to investment management, the expertise of a trusted financial advisor can make all the difference.
In this article, we delve into the realm of finance in Bellevue, Washington, to present you with a carefully curated list of the top 10 best financial advisors in the area. Our selection is based on rigorous local research, highlighting advisors renowned for their extensive knowledge, comprehensive services, and remarkable achievements.
With these esteemed financial advisors, you can expect tailored solutions designed to meet your unique needs, enabling you to thrive in today’s ever-changing financial landscape. Join us as we explore the profiles of these exceptional professionals and discover how their expertise can help you navigate your financial goals with confidence and success.
Why Do You Need Financial Advice in Bellevue?
In various stages of life, the wisdom and assistance of a financial advisor prove invaluable. From marriage and starting a family to purchasing a home, these experts offer crucial support and advice.
Drawing on their expertise, financial advisors construct comprehensive plans tailored to your unique circumstances, encompassing your goals, budget, and long-term aspirations. Through a thorough analysis of your financial situation, they present strategies that mitigate risks while propelling you toward success.
As retirement looms, the guidance of a financial advisor becomes increasingly significant. They evaluate your savings, investments, and income streams to determine your readiness for this next chapter. Advisors also aid in navigating crucial decisions related to Social Security, pensions, and withdrawal strategies.
In times of economic uncertainty, seeking professional advice is a wise choice. Financial advisors provide an impartial perspective, enabling you to make sound decisions based on your specific situation.
Moreover, if managing your finances feels overwhelming or time-consuming, a financial advisor offers ongoing support. They assist with budgeting, debt management, tax planning, and investment oversight. By leveraging their expertise, you can enjoy peace of mind, knowing that capable hands are handling your financial affairs.
How Can You Accomplish Financial Planning
Crafting a successful financial plan is paramount to securing long-term financial stability. Consider the following avenues:
1. Embrace an online self-directed investment platform
Take control of your financial journey by embracing an online platform that empowers you to independently oversee your investments. This choice often translates to cost savings, as it eliminates intermediaries involved in transactions.
2. Use the expertise of a financial advisor
Just like Bellevue CPA, enlisting the aid of a personal financial planner or wealth manager can unlock promising outcomes, notwithstanding the associated expenses. Research suggests that partnering with a financial advisor has the potential to enhance long-term portfolio returns by 1.5% to 4%.
Payment Structures of Bellevue Financial Advisors
Gaining a clear understanding of payment models is crucial when selecting a financial advisor in Bellevue. Below are several commonly utilized fee structures employed by financial advisors.
Hourly Fee: Clients are billed based on the time dedicated to addressing their financial matters, regardless of their asset value.
Retainer Fee: Financial advisors charge a predetermined fee per month or year, ensuring their availability for advisory services covered by the retainer.
Flat Fees: These fixed fees encompass financial planning and asset management services and are not influenced by the size of the investor’s account.
Commission: Advisors earn a percentage of the funds expended when purchasing high-performing investments, typically assessed per transaction.
Asset Management Fee: Investors pay fees based on the amount they have invested, deducted directly from their accounts.
Which Payment Structure is Best?
Thoughtful consideration of potential conflicts of interest is vital when selecting a payment structure for your financial advisor. Choosing an ill-suited payment structure can have adverse effects on your financial well-being.
For instance, an advisor who charges an hourly fee without a vested interest in maximizing your returns may prioritize other clients’ accounts over yours. Similarly, financial advisors in Bellevue who receive a flat fee per transaction may engage in unnecessary transactions that negatively impact your financial interests.
Based on our assessment, a commission-based fee structure tends to yield more favorable outcomes. With this structure, the financial advisor earns a portion of the investment growth, incentivizing them to prioritize your financial success.
5 Factors When Picking the Right Financial Advisor in Bellevue
Making an educated choice when selecting a financial advisor in Bellevue requires careful consideration of several essential factors. Here are five factors to keep in mind when choosing the ideal financial advisor for your unique needs.
Consider the advisor’s industry experience and track record. An experienced advisor brings valuable expertise and insights to navigate complex financial situations and provide tailored advice aligned with your specific goals.
Credentials and Qualifications
Ensure the financial advisor holds relevant credentials, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Registered Investment Advisor (RIA). These designations indicate adherence to rigorous standards and ethical practices.
Services and Specializations
Evaluate the services offered by the advisor and determine if they specialize in areas that align with your financial needs, such as retirement planning, investment management, tax planning, or estate planning. Specialized expertise ensures tailored guidance and support.
Effective communication and a strong client-advisor relationship are crucial. Seek an advisor who actively listens, is accessible, and can explain complex concepts clearly. Building rapport with your advisor fosters a successful long-term partnership.
Understand the advisor’s fee structure and ensure it aligns with your expectations. Some advisors charge a percentage of assets under management, while others use flat fees or hourly rates. Transparent communication about costs and services builds trust and manages expectations.
By considering these key factors, you can make an informed decision when choosing the right financial advisor in Bellevue. This selection will help you navigate your financial journey and achieve your goals successfully.
10 Best Financial Advisors in Bellevue, Washington
Discover the top financial advisors in Bellevue who are fully devoted to guiding you toward your financial success. With their expertise, vast knowledge, and unwavering commitment to providing outstanding service, these advisors have established a prominent reputation for providing exceptional financial guidance.
1. Paul R. Ried Financial Group, LLC
Paul R. Ried Financial Group, LLC is your trusted partner in financial investment located in Bellevue, WA. They have a strong foundation built on trust, knowledge, and integrity. Their firm specializes in pre and post-retirement planning for corporate executives, managers, and engineers. Their comprehensive approach combines investment management, estate strategies, and income design to help clients achieve and maintain financial independence.
When it comes to achievements, they also have plenty. They take immense pride in having been recognized as one of the Top 250 Wealth Advisors in 2023 by Forbes, Top 1,200 Financial Advisors in 2022 by Barron’s, and Best-in-State Financial Advisors in 2023 by Forbes. These accolades validate their expertise and commitment to delivering exceptional financial guidance.
Paul R. Ried Financial Group, LLC offers a comprehensive range of services, including pre-retirement planning, post-retirement planning, investment management, risk management, tax strategies, family financial education, estate transition services, and continued care planning.
With our 9-point commitment to each client, we ensure a high level of service, trusted advisory, independent recommendations, confidentiality, transparency, regular communication, ongoing education, accuracy, and a lifelong personal relationship.
Paul R. Ried Financial Group, LLC
10801 Main St #201
Bellevue, WA 98004
Phone: (425) 646-6777
2. Blythe Manson – UBS Financial Services Inc.
Blythe Manson is a dedicated Financial Advisor at UBS Financial Services over at Bellevue, Washington who brings over three decades of experience in the wealth management industry. Since starting in 1992, Blythe has honed her expertise in navigating various market environments, allowing her to adeptly structure clients’ portfolios to align with the ever-changing market dynamics. Her insightful guidance has proven instrumental in her client’s success.
As a Portfolio Manager within the UBS Portfolio Management Program, she employs a discretionary-based approach that has proven effective in helping clients achieve their financial goals.
In addition to her expertise in portfolio management, Blythe assists clients with retirement planning, retirement income strategies, education funding, and lending solutions. She holds various licenses, including Series 7, 63, and 65, and is insurance licensed for life and long-term care, ensuring she can provide comprehensive financial guidance.
Blythe Manson – UBS Financial Services Inc.
225 108th Ave NE Suite 800
Bellevue, WA 98004
Phone: (425) 990-2775
3. D.A. Davidson & Co.
D.A. Davidson & Co is a distinguished financial investment firm in Bellevue that offers a comprehensive range of services to meet the diverse needs of its clients. With a steadfast commitment to delivering exceptional wealth management solutions, trust services, investment management, equity capital markets, investment banking, fixed-income capital markets, and public finance, D.A. Davidson & Co has established itself as a trusted partner in the financial industry.
With a team of 1,575 dedicated employees and a wide-reaching presence across 112 offices spanning 30 states, D.A. Davidson Companies operates on the principle that simplicity is the key to successfully navigating the complex landscape of financial services. They provide transparent strategies and tailored solutions that align with clients’ specific goals, illuminating the path toward their achievement.
Rooted in its core values, stability, and discipline, D.A. Davidson & Co prides itself on its 87-year legacy as an employee-owned company. Their independent spirit mirrors the independence and unique circumstances of each client they serve, fostering a personal approach that prioritizes individualized attention and customized financial solutions.
D.A. Davidson & Co.
10400 NE 4th St Ste 400
Bellevue, WA 98004
Phone: (425) 467-2200
4. Trutina Financial
Trutina Financial is a trusted financial investment firm located in Bellevue that’s dedicated to helping individuals, families, and business owners achieve their financial goals. With a comprehensive range of services, Trutina Financial provides personalized solutions designed to meet the unique needs and aspirations of its clients.
The primary focus at Trutina Financial is comprehensive financial planning. They take a holistic approach, considering various aspects of their clients’ financial lives, including retirement planning, investment management, tax strategies, risk management, estate planning, and more. By understanding each client’s specific circumstances and goals, Trutina Financial creates tailored strategies to optimize their financial well-being.
Trutina Financial’s team of experienced professionals is committed to delivering exceptional service and building long-term relationships based on trust and integrity. They strive to empower their clients by providing education and guidance, ensuring they have a clear understanding of their financial options and opportunities.
10811 Main St
Bellevue, WA 98004
Phone: (800) 401-4534
5. Alterra Advisors
Alterra Advisors, located in Bellevue, WA, is a trusted financial investment firm dedicated to guiding individuals and businesses toward their financial goals. With a collaborative approach and personalized service, Alterra Advisors creates comprehensive plans carefully tailored to meet each client’s unique needs.
Alterra Advisors offers a wide range of services, including wealth management, financial planning, business planning, tax planning, insurance planning, charitable giving, and estate planning. By taking a comprehensive approach, they help clients build wealth and enable them to enjoy the life they’ve always imagined.
With a passion for helping others, Alterra Advisors is rooted in the Pacific Northwest. Their name, derived from the Latin words “alter” and “terra,” embodies their philosophy of grounded advice and client-centric focus. Their experienced team has been dedicated to nurturing client success since 2006, building financial action plans that support each client, family, business, or legacy they serve.
500 108th Ave NE Unit 1700
Bellevue, WA 98004
Phone: (425) 749-3300
6. Hightower Bellevue
Hightower Bellevue is a trusted and responsible financial investment firm located in Bellevue, Washington. With a focus on family wealth management, their dedicated team provides personalized and caring services to high-net-worth clients, helping them build, manage, and preserve their financial legacies.
Since its inception in 1985, Hightower Bellevue has been committed to client success, going beyond the mere protection and preservation of wealth. Their recent merger with Sovereign Wealth Advisors further strengthens their capabilities and allows them to offer enhanced services and solutions to clients on their individual financial journeys.
At Hightower Bellevue, they understand that wealth is more than just money. They recognize the various forms of wealth, including personal, business, and financial, and strive to manage them in a holistic and collaborative manner.
Services offered by Hightower Bellevue include family wealth stewardship, entrepreneurial services, divorce financial coaching, and retirement planning. With their expertise and comprehensive approach, Hightower Bellevue helps clients navigate the intricacies of wealth management and achieve their desired outcomes.
601 108th Ave NE UNIT 1510
Bellevue, WA 98004
Phone: (425) 455-6623
7. Atkinson Wealth Strategies
Atkinson Wealth Strategies is a trusted financial firm situated in Bellevue. With a focus on helping clients pursue their dream retirement, they provide comprehensive investment management and financial services. The firm was founded with a strong belief in establishing trust and building long-lasting relationships that span multiple generations.
Recognizing the complexities of the financial services industry, Atkinson Wealth Strategies aims to address its clients’ concerns by demystifying confusing concepts and helping them gain a better understanding of available investment opportunities. They have extensive experience serving employees from renowned companies, such as Boeing, Amazon, and Microsoft, as well as individual investors.
Their range of services includes independent financial planning, professional wealth management, education planning, risk management insurance, and estate planning. By prioritizing open communication and understanding their clients’ evolving circumstances, Atkinson Wealth Strategies helps clients adapt their strategies and make informed decisions.
Atkinson Wealth Strategies
11900 NE 1st St Suite 300
Bellevue, WA 98005
Phone: (425) 747-1464
8. Moser Wealth Advisors
Moser Wealth Advisors is a reliable and regionally-owned wealth management firm providing customized tax and investment advisory services. As an affiliated firm of Moser & Company, CPAs and Moser Wealth Advisors, LLC, they offer comprehensive financial planning solutions to simplify, protect, and enhance the financial affairs of high-net-worth individuals, families, and business owners.
Founded by Scott Moser in the late 1980s, the evolution of Moser Wealth Advisors reflects a commitment to delivering solid results. With a focus on comprehensive tax planning and investment management strategies, the firm was established in its current location in 2006. Since then, Moser Wealth Advisors has remained dedicated to providing personalized and tailored solutions, helping clients achieve their financial objectives with confidence.
The team at Moser Wealth Advisors comprises talented professionals in wealth management, investment advisory, tax preparation, accounting, and administration. They work together in a tight-knit, family-oriented environment to provide exceptional service to their clients. Their top priority is positioning clients for success while simplifying their day-to-day financial affairs, all while upholding the highest ethical standards.
Moser Wealth Advisors
2135 112th Ave NE STE 100
Bellevue, WA 98004
Phone: (425) 818-9400
9. Integrity Financial Corporation
Integrity Financial Corporation is a trusted Registered Investment Advisor that specializes in wealth management, business financial planning, and legacy planning. With a commitment to deliver positive client experiences, Integrity provides tailored solutions to address the most complex financial challenges.
Their holistic planning approach empowers clients to build a lasting financial legacy and successfully pass it on to future generations and charitable causes. Whether you are just starting out in your financial journey or enjoying retirement, Integrity Financial Corporation serves individuals, affluent families, small businesses, institutions, and non-profits.
With a diverse clientele from various backgrounds and locations, Integrity Financial Corporation has a team of experienced private client advisors and consultants dedicated to serving you, your family, and your business. They strongly prioritize their core values in all client relationships, recommendations, and strategies.
Integrity Financial Corporation
2821 Northup Way # 120
Bellevue, WA 98004
Phone: (800) 794-4015
10. David E Johnson, CFP, AAMS, CRPC
David E Johnson is a dedicated financial advisor at Edward Jones in Bellevue, Washington. He is committed to making a positive impact on the lives of families in his community. With a degree in Finance from Washington State University and professional designations, such as CFP, CRPC, and AAMS, David brings extensive knowledge and expertise to his clients.
David and his team prioritize open and proactive communication to keep clients informed about their financial matters. They work closely with individuals and families to develop personalized strategies for their financial priorities, identify and mitigate risks to their financial plans, and collaborate with other professionals, such as CPAs and attorneys, to help clients achieve their goals.
David’s expertise encompasses various areas, including wealth strategies, business retirement plans, retirement income strategies, insurance and annuities, and estate and legacy strategies, as well as serving entrepreneurs and business owners.
By collaborating with David, clients can envision and work towards their retirement goals, utilizing a comprehensive range of accounts and investments, such as IRAs, 401(k) plans, annuities, equities, mutual funds, and insurance solutions.
David E Johnson, CFP, AAMS, CRPC
1130 106th Ave NE
Bellevue, WA 98004
Phone: (425) 709-6942
Our team’s dedication to providing valuable information has led them to compile a list of the top financial advisors in Bellevue. We believe that informed decision-making is a result of individuals educating themselves on available options. Our goal is to assist readers in making smart choices when selecting a financial advisor that aligns with their unique needs.
It is important to note that the information we provide is intended for educational purposes only and should not be considered professional advice. We cannot be held responsible or liable for any direct or indirect consequences resulting from actions taken or not taken based on the provided information. We strongly urge individuals to conduct their own analysis, taking into account their personal circumstances, before making any investment decisions.
We encourage readers to consult with their own investment, financial, tax, and legal advisors for personalized guidance. By accessing this information, readers agree to indemnify and hold harmless the providers of this content from any liability, losses, claims, disputes, damages, or costs arising from its use.
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