Starting a conscious financial journey requires the guidance and proficiency of a financial planner. Regardless of where you are in your journey and what your goals are, the expertise of a trusted Kent financial advisor can make a significant impact.
That’s why we’ve compiled a list of the 10 best financial advisors in Kent, who are dedicated to providing exceptional services and expert guidance to clients in the area. These advisors have established a strong reputation for their professionalism, knowledge, and commitment to client success. With their expertise and personalized approach, they strive to understand your unique financial goals and tailor strategies to meet your specific needs.
Join us as we explore the top-rated financial advisors in Kent, Washington, and discover the trusted partners who can help you achieve financial security and prosperity.
Why Do You Need Financial Advice in Kent?
Whether you find yourself in a period of career transition or contemplating a new business venture, devising a well-informed financial strategy is paramount to achieving success.
To navigate the intricacies of life’s unexpected turns, such as marriage, divorce, parenthood, career shifts, or retirement, many individuals turn to the expertise of financial planners in Kent. These knowledgeable financial advisors act as valuable guides, providing seamless guidance during pivotal life transitions.
Similarly, when selling a business, adopting a fresh perspective becomes crucial. Skilled financial planners and business brokers offer their expertise, helping entrepreneurs assess their strengths and weaknesses and enabling them to make sound financial decisions.
Indeed, every stage of life necessitates a tailored approach to financial planning, investment, and savings, taking into account individual circumstances. For example, a 20-year-old embarking on an investment journey will approach wealth management and investment strategies vastly differently from someone beginning at age 65.
Before committing your funds, various factors have to be carefully considered, including current income, portfolio strength, and most notably, the selection of a reputable financial advisor in Kent.
How Can You Accomplish Financial Planning
In securing long-lasting financial stability, an effective financial plan is of paramount importance. Below, we delve into viable alternatives to consider:
1. Embrace an online self-directed investment platform
Opt for online platforms that give you greater control and independence over your financial journey. By leveraging these platforms, you may enjoy cost savings by eliminating intermediaries typically involved in transaction processes.
2. Use the expertise of a financial advisor
Another option to explore is hiring a personal financial planner or wealth manager in Kent, despite the accompanying costs. Research indicates that partnering with a seasoned financial advisor holds the potential to increase long-term portfolio returns by approximately 1.5% to 4%.
By considering these options, you can shape a financial approach that aligns with your goals, offering increased control or professional guidance, depending on your preferences and circumstances.
Payment Structures of Kent Financial Advisors
A variety of payment models can be used to accommodate different client preferences and situations. Understanding these payment structures can help you select the approach that best suits your needs.
Hourly Fee: Clients pay for the time spent on consultations, financial planning, and other advisory services. This payment model is often suitable for individuals seeking specific, one-time assistance or those with limited financial needs.
Retainer Fee: Clients pay Kent wealth advisors a fixed fee to retain the services of a financial advisor for an extended period.
Flat Fee: With this fee structure, clients pay a predetermined amount for a specific set of services or a comprehensive financial plan. This provides transparency and clarity regarding the cost of financial advice.
Commission: Financial advisors in Kent receive a percentage or a fixed amount based on the value of the transactions they execute on behalf of their clients. It’s important to note that this payment model may create potential conflicts of interest, as advisors may have an incentive to recommend certain products.
Asset Management Fee: This is based on a percentage of the total assets they manage for their clients. The fee is typically calculated on a quarterly or annual basis and is proportional to the value of the assets under management.
Which Payment Structure is Best?
When selecting a payment structure for your Kent financial planner, you must give thoughtful attention to potential conflicts of interest. Making the right choice in this regard can significantly impact your financial well-being.
For the best possible outcomes, a commission-based fee structure is often advantageous. With this approach, the financial advisor’s compensation is linked to the growth of your investments, which creates an incentive for them to prioritize your financial success.
To ensure that your Kent financial advisor’s motivations align with your best interests, it is crucial to opt for a payment model that is in line with your goals. By doing so, you can establish a mutually beneficial relationship that promotes your financial objectives and guarantees that your advisor is committed to your success.
5 Factors When Picking the Right Financial Advisor in Kent
Just like Kent CPA, selecting the right financial advisor is a crucial decision that can greatly impact your financial well-being. With numerous options available, it’s important to consider several factors before making a choice.
Qualifications and Experience
The top financial advisors in Kent possess the necessary qualifications and certifications. Look for designations like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Additionally, consider their experience in the industry and their track record of success.
Evaluate the range of services provided by your financial planner in Kent. Do they offer comprehensive financial planning, investment management, retirement planning, tax strategies, or estate planning? Ensure that your advisor can meet your specific needs.
Determine if the financial advisor operates as a fiduciary. A fiduciary is legally obligated to act in your best interests. This ensures that the recommendations provided are solely focused on helping you achieve your financial goals.
Effective communication is crucial in the advisor-client relationship. Seek an advisor who is attentive, responsive, and able to explain complex financial concepts in a way that you can understand.
Understand the financial advisor’s fee structure and how they are compensated for their services. Assess the fee structure in relation to the services provided and ensure that it aligns with your preferences and financial situation.
10 Best Financial Advisors in Kent, Washington
Discover a well-curated list of the best financial advisors in Kent committed to guiding you on the path to financial success. These experts bring forth a wealth of knowledge, specialized skills, and a steadfast dedication to providing outstanding service. Consequently, they have built a strong standing based on their ability to offer dependable and perceptive financial counsel.
1. Clarity Capital Management
Clarity Capital Management is a highly reputable financial planning firm in Kent, Washington, dedicated to helping clients achieve their financial goals. Comprised of Tax Specialists, CPAs, and the best wealth advisors in Kent, their team collaborates under one roof to provide comprehensive solutions tailored to each client’s unique needs. With a client-based approach and a team-oriented mindset, they offer personalized financial planning services.
The range of services offered by Clarity Capital Management includes investment planning, where they design custom-blended portfolios and offer ongoing monitoring while focusing on tax-saving opportunities. They also specialize in estate planning, working alongside professionals like attorneys and accountants to create comprehensive estate plans.
Notably, Clarity Capital Management excels in providing financial and retirement planning support for federal employees under FERS (Federal Employee Retirement System) and CSRS (Civil Service Retirement System). Their specialized experience in federal benefits ensures tailored guidance at any stage of an employee’s career.
Clarity Capital Management
6703 South 234th St, Ste 110
Kent, WA 98032
Phone: (425) 282-5407
2. Gail Hill – The Financial Coach
Gail Hill, The Financial Coach, is a trusted financial investment firm in Kent, Washington, dedicated to helping clients make smart choices about their money and achieve a better quality of life. Dubbed one of the best financial planners in Kent, she understands that her clients value their time and seek to create a harmonious balance between their careers, physical and spiritual health, family, friends, and enjoyment of life.
As a financial coach, Gail Hill takes on the task of reviewing and assisting clients in working toward their financial objectives. This includes investments, insurance, college education funding, financial independence, wealth transfer, and business succession planning.
With extensive experience as a financial consultant since 1987 and recognized as a top advisor nationally, she brings a wealth of expertise to her clients. She holds professional designations from The American College and has specialized knowledge in retirement planning.
Gail Hill – The Financial Coach
1405 Central Ave S
Kent, WA 98032
Phone: (253) 630-6745
3. Dean S Saggau, CFP, AAMS
Dean S Saggau is a dedicated financial advisor with Edward Jones in Kent, Washington. His personal journey and desire for work-life balance led him to a career where he can provide exceptional service to his clients while also being present for his own family. With over 20 years of experience, Dean has been helping clients achieve their financial goals since 2000, earning him a spot as one of the top financial advisors in Kent.
With professional designations like CFP and AAMS, Dean brings a high level of expertise to his client’s financial plans. He specializes in wealth strategies, business retirement plans, and insurance and annuities. He’s also an active member of the community, involved with Rotary and the Lake Meridian Community Association, both focused on making a positive impact on the lives of others.
Dean is supported by his dedicated team members, Casey and Sarah, who share his passion for exceptional client service. Together, they create a welcoming and supportive environment for their clients.
For individuals seeking a financial advisor who understands the importance of balancing family and financial goals, Dean S Saggau is the trusted partner who will guide them toward financial success and a fulfilling life.
Dean S Saggau, CFP, AAMS
15215 S E 272nd St, Ste 102
Kent, WA 98042
Phone: (253) 638-1341
4. Dave Wilson
Dave Wilson, an Edward Jones financial advisor in Kent, Washington, brings a wealth of experience and a passion for helping investors navigate the complexities of the financial world. With over 30 years of business ownership and management experience, Dave joined Edward Jones to utilize the firm’s comprehensive tools and resources in assisting both new and seasoned investors.
Like the true hallmark of top wealth advisors in Kent, Dave Wilson believes in building strong relationships with his clients by taking the time to truly understand their priorities and goals. He and his dedicated team, led by Becky, prioritize client education and aim to ensure that each client fully comprehends their investment options. With a commitment to providing exceptional service, they offer flexible appointment options and accommodate various schedules.
His focus areas include retirement savings strategies, retirement income strategies, wealth strategies, estate and legacy strategies, business retirement plans, and college savings. Whether clients are seeking to build a comfortable retirement, plan for their children’s education, or preserve their wealth for future generations, Dave is dedicated to helping them achieve their financial objectives with personalized strategies and attentive guidance.
13003 SE Kent Kangley Rd, Ste 105
Kent, WA 98030
Phone: (253) 236-4041
5. Jays Financial Services LLC
Jays Financial Services LLC is a dependable Kent financial advisor that empowers small businesses, organizations, independent contractors, and individuals to achieve their financial goals. With a strong focus on providing comprehensive and result-oriented services, they are committed to promoting growth and enhancing financial capacities.
Jays Financial Services LLC recognizes the importance of financial management and offers consulting services to assist clients in effectively managing their finances. Additionally, they provide expertise in business data analytics, allowing clients to gain valuable insights and make informed decisions.
With a mission to empower its clients, Jays Financial Services LLC is dedicated to delivering a range of financial services tailored to the unique needs of individuals, companies, and other organizations. Their commitment to promoting growth, development, and financial capacity sets them apart as trusted partners in achieving financial success.
Jays Financial Services LLC
1209 Central Ave S, Ste 108
Kent, WA 98032
Phone: (206) 308-0080
6. Zach Baggenstos
Zach Baggenstos is a trusted financial advisor at Edward Jones in Kent, Washington. He brings his passion for helping individuals and families navigate the complexities of finance. With a background in the healthcare field, where he specialized in assisting individuals with disabilities in obtaining insurance for customized rehabilitation equipment, Zach’s expertise lies in making the complex world of finance understandable and accessible.
At Zach’s branch, the team’s number one tool is listening. They take the time to truly know their clients, their concerns, and their aspirations. With a focus on retirement savings strategies, portfolio reviews, and estate and legacy planning, Zach assists clients in understanding their investments.
Zach Baggenstos, with his commitment to providing clarity and confidence in financial matters, is one of the top financial planners in Kent for individuals and families seeking comprehensive guidance and a personalized approach to their financial well-being.
24909 104th Ave SE Ste 101
Kent, WA 98030
Phone: (253) 372-2954
7. Eric J Priebe
Eric J Priebe is a dedicated Kent wealth advisor with Edward Jones who believes in understanding his client’s goals and risk tolerance before embarking on any investment strategy. He has a strong commitment to personalized service. His branch team takes the time to closely collaborate with their clients’ CPAs, attorneys, and other professionals to develop the most suitable financial strategies for their individual and family needs.
Whether it’s estate and legacy planning, navigating divorce finances, retirement income strategies, retirement savings plans, special needs financial considerations, or wealth strategies, Eric Priebe‘s expertise covers a wide range of areas to address the unique circumstances of his clients.
Eric’s dedication extends beyond initial planning and investment. He and his team continually monitor their clients’ progress, ensuring they stay on track toward their long-term goals. If any adjustments are necessary along the way, Eric provides guidance to make informed decisions.
Eric J Priebe
1851 Central Pl S Ste 201
Kent, WA 98030
Phone: (253) 850-1498
8. Shannon & Associates, LLP
Based in Kent, Washington, Shannon & Associates, LLP is not just your typical CPA firm. While their core expertise lies in providing top-notch accounting services, they also offer comprehensive financial planning and advisory solutions to help businesses overcome challenges and achieve success. That’s why they’re on this list of top Kent financial planners.
Shannon & Associates, LLP has expanded its offerings to include effective business strategies, consulting services, financial planning, employee benefits management, fraud prevention, and industry-specific advice. Their commitment to excellence has been recognized, as they were awarded the prestigious distinction of being one of the Best Firms to Work For in 2022 by Accounting Today.
Their approach is built on trust, honesty, and a highly personalized approach to financial management, ensuring that each client receives the individualized attention they deserve. With Shannon & Associates, LLP, businesses can rely on a dedicated team that goes beyond traditional accounting services, providing valuable insights, strategic guidance, and a partnership focused on achieving long-term success.
Shannon & Associates, LLP
1851 Central Pl S #225
Kent, WA 98030
Phone: (253) 852-8500
9. John J Schneider, CFP, AAMS
Since 1993, John J Schneider has been dedicated to helping individuals achieve their financial dreams as a financial advisor. Joining Edward Jones in 2009, he has built a successful practice centered on providing personalized guidance and support to his clients in Kent, Washington.
With a focus on multi-generational wealth management, John J Schneider and his team assist families in creating lasting legacies by passing on wealth to their loved ones. Each team member plays a crucial role in delivering exceptional service, and their branch culture emphasizes trust, integrity, and a commitment to serving clients as they would wish to be served themselves.
Moreover, John’s dedication to his profession is reflected in his extensive knowledge and education, earning him a spot in this top Kent wealth advisors list. He holds a Bachelor of Business degree from Michigan State University. In 2019, he earned the prestigious CFP professional designation from the Certified Financial Planning Board of Standards.
John J Schneider, CFP, AAMS
20819 72nd Ave S Ste 130
Kent, WA 98032
Phone: (253) 872-2600
10. Andrew Kim, AAMS
Andrew Kim is a reliable Kent financial planner who believes in building wealth for three compelling reasons: to enjoy it, live generously, and create a better family legacy. These motivations resonate with him deeply, as his family’s immigration journey in 2003 was driven by the desire to build a brighter future.
Having experienced the challenges brought by the 2008 Great Recession, Andrew Kim understands firsthand the importance of having a trusted advisor who genuinely cares about their client’s best interests, leading him to join Edward Jones.
Andrew specializes in various focus areas, including guiding new investors, developing retirement savings strategies, assisting entrepreneurs and business owners, implementing college savings plans, facilitating charitable giving, and devising comprehensive wealth strategies.
With Andrew Kim as your trusted financial advisor, you can expect a caring, personalized approach and a genuine commitment to securing a prosperous future for you and your family.
Andrew Kim, AAMS
20819 72nd Ave S Ste 130
Kent, WA 98032
Phone: (253) 872-2600
The team providing this list of top ten financial advisors in Kent, Washington believes smart people make smart decisions because they educate themselves on the choices they are preparing to make.
We hope we’ve helped you become smarter about choosing a financial advisor that meets your unique and specific needs.
We provide readers with up-to-date information to help them make those good decisions for hiring financial advisors in Kent. We hope you’ve enjoyed reading the information we’ve provided and learned about some of the choices for Financial Advisors in the Kent, Washington area.
No content is intended to constitute professional advice. This content is not responsible or liable for any consequences relating directly or indirectly to any action you take or fail to take based on the information provided. It is very important to do your own analysis, based on your own personal circumstances, before making any investment.
Consult with your own investment, financial, tax, and legal advisers. Readers agree to indemnify and hold harmless the providers of this information, from and against any and all liability, losses, claims, demands, disputes, damages, or costs of any kind.
Searching for a Trusted Business Broker in Washington?
Peterson Acquisition is a highly renowned Kent business broker, widely acknowledged for its exceptional performance and esteemed reputation within the industry. As the premier business broker in the nation, Peterson Acquisition has established an unwavering foundation of trust and dependability.
Led by the capable guidance of Chad Peterson, their team of seasoned professionals is readily accessible to address inquiries and explore promising collaborative opportunities.
Their extensive knowledge and wealth of expertise empower clients to navigate the intricacies of the business landscape with confidence, fostering an environment conducive to achieving remarkable success.
Should you want to know more about how Peterson Acquisition can be of assistance, please do not hesitate to connect with Chad Peterson, who is eager to offer further insights and guidance.
Your Local Peterson Acquisitions Business Broker in Kent
Devin represents the following communities for Peterson Acquisitions:
ADDIEVILLE, ALBERS, ARDENVOIR, AUBURN, BARING, BELLEVUE, BLACK DIAMOND, BOTHELL, BURTON, CARNATION, CASHMERE, CLE ELUM, DRYDEN, DUVALL, EASTON, ENUMCLAW, FALL CITY, FEDERAL WAY, HOBART, ISSAQUAH, KENMORE, KENT, KIRKLAND, LEAVENWORTH, MAPLE VALLEY, MEDINA, MERCER ISLAND, MONITOR, NORTH BEND, PACIFIC, PESHASTIN, PRESTON, RAVENSDALE, REDMOND, RENTON, RONALD, ROSLYN, SAMMAMISH, SEAHURST, SEATTLE, SKYKOMISH, SNOQUALMIE, SNOQUALMIE PASS, SOUTH CLE ELUM, THORP, VASHON, WENATCHEE, WOODINVILLE, CARLYLE, CASEYVILLE, CATAWISSA, CEDAR HILL, CENTRALIA, CHESTER, CHESTERFIELD, COLLINSVILLE