Are you looking for a registered investment advisor that you can trust? After all, it’s one of the most reliable ways to achieve your financial goals.
If you live in Seattle, WA, there’s a good chance you’re close to one of the seven certified financial planners in this guide.
Whether you’re seeing consultation from financial professionals, making retirement plans, or securing your financial future, this guide is made just for you.
Table of Contents
Our Picks [At A Glance]
- Physicians Thrive: Overall Best Pick
- Synergos Advisory LLC: Great for Estate and Tax Planning
- Freestone Capital Management: Great for Individually Tailored Plans
- Ignite Financial Planning: Great for Long-Term Plans and Fine-Tuning
- Wiegand Financial Group: Low Advisor-To-Client Ratio
- Merriman: Offers a Plethora of Services
- Brighton Jones: More Suitable for High-Net-Worth Clients
- S. R. Schill & Associates: Best for Retirement and Education Planning
The financial advisors mentioned in this article are recommended based on third-party verified sources. While no single firm may be the perfect fit for every individual, these options are worth considering.
However, if you’re seeking personalized, expert advice tailored to your unique needs, we invite you to contact us. We believe our firm offers the best choice among the options available and are committed to helping you achieve your financial goals.
What Are the Top 7 Seattle Financial Advisors?
Here are our top financial advisor picks in Seattle:
1. Physicians Thrive
Founder: Justin Nabity
Address: 2606 N Main Street, Suite 100, Elkhorn, NE 68022
Website: https://www.physiciansthrive.com
Cohttps://www.physiciansthrive.comntact email: info@physiciansthrive.com
Services:
- Contract Review & Negotiation
- Compensation Review
- Financial & Tax Planning
- Disability Insurance
- Life Insurance
- Private Practice Startup Services
Physicians Thrive is a full-service financial planning firm dedicated to helping physicians take control of their finances from medical school through retirement.
With a focus on serving doctors, the firm offers specialized services such as contract review, disability insurance, and financial planning tailored to the unique needs of medical professionals.
Physicians Thrive prides itself on transparency, independence, and a commitment to providing personalized financial strategies that help doctors achieve financial security and thrive in their careers.
The firm is also deeply involved in philanthropic efforts, sponsoring initiatives like Give Sight Global to provide eye care to underserved populations.
2. Synergos Advisory LLC
Founder: David R. Uhlmann, CFP®, MSF, APMA®, AAMS®
Address: 1700 Westlake Ave N, Suite 200, Seattle, WA 98109
Website: https://www.synergosadvice.com/
Phone number: 206-800-8056
Contact email: plannow@synergosadvice.com
Services:
- Financial planning
- Tax planning and preparation
- Estate planning
- Investment management
Synergos Advisory LLC specializes in financial planning and investment management for STEM professionals and entrepreneurs. They focus on aligning clients’ financial plans with their personal goals and values.
This is why their services go beyond creating a financial plan; they offer ongoing support to help clients make proper financial changes—all while avoiding commissions or referral fees. They only charge a flat fee.
Synergos’ range of services includes comprehensive financial planning and tax planning. They also partner with Trust & Will for standard estate planning needs and collaborate with specialized attorneys for help with more complex situations.
Related: Financial Planning & Taxes Done Right
3. Freestone Capital Management
Founder: Gary Furukawa, CPA®
Address: 701 5th Avenue, 74th Floor, Seattle, WA 98104
Website: https://www.freestonecapital.com/
Phone number: 206-707-7300
Contact email: N/A
Services:
- Tax planning
- Estate planning
- Retirement plan solutions
- Insurance and asset protection
- Financial planning and sustainable spending
Freestone offers comprehensive wealth management services tailored to the unique financial needs of each client.
Instead of following a predetermined set of steps, Freestone’s approach starts with understanding the client’s current financial situation and future goals to formulate a plan accordingly from ground zero.
To do so, they use a hybrid approach, combining traditional and alternative investments, considering each client’s risk profile, liquidity needs, and timeline. They also offer socially responsible investments (ESG) tailored to individual needs.
In addition to the basic financial services, Freestone also advises on philanthropy by helping clients maximize the impact of their charitable giving.
Related: Individualized Investment Strategies
4. Ignite Financial Planning
Founder: Riley Poppy, CFP®, CSLP®, BFA™, CTS™
Address: 500 Yale Avenue North, Seattle, WA 98109
Website: https://fortis.capital/
Phone number: 206-278-1379
Contact email: N/A
Services:
- Home-buying
- Risk management
- Investment management
- Tax planning
- Retirement income planning
- Estate planning
Ignite Financial Planning specializes in managing the finances of retirees and busy families in the Pacific Northwest. While they offer many services, the focus is on financial planning, investment management, and tax preparation.
However, what distinguishes this particular company from others is how it puts a greater focus on personal meetings rather than online ones.
According to the steps in the planning process acquired from the official website, clients meet with the firm five times in the initial year to build the best possible plan. In the second year and later, they meet at least twice a year to fine-tune and adjust to any variables.
Ignite also teaches financial strategies that help students repay their student loans and help them find and qualify for various debt-forgiveness programs.
Related: Student Loan Financial Advisor
5. Wiegand Financial Group
Founder: Andy Wiegand, CFP®
Address: 121 Lakeside Avenue, Seattle, WA 98122
Website: https://www.wiegandfinancial.com/
Phone number: 206-222-6503
Contact email: info@wiegandfinancial.com
Services:
- Income Strategy
- Tax projection
- Retirement planning
- Estate planning
Wiegand Financial Group has been around for over 35 years, offering holistic financial planning to help clients achieve successful retirements. Accordingly, their approach focuses on reducing taxes and investing wisely to allow clients to retire with confidence.
The group prides itself on its low advisor-to-client ratio, which means that a single advisor is managing a relatively small number of clients. This allows the advisors to provide highly personalized plans and portfolios explicitly tailored for each client.
Wiegand Financial offers other services like income strategy, tax projection, and estate planning to a diverse client base, including executives and business owners.
6. Merriman
Founder: Paul A. Merriman
Address: 920 Fifth Avenue, Suite 2720, Seattle, WA 98104
Website: https://www.merriman.com/
Phone number: 206-285-8877
Contact email: info@merriman.com
Services:
- Financial investing
- Family future planning
- Managing wealth
- Selling businesses and properties
- Transitioning to retirement
Merriman has been around since 1983, which makes the company 41 years old at the time of writing. In other words, it has been going strong long enough to prove its worth.
The company offers a plethora of financial and wealth management services to help clients at every stage of their life. They even have a legacy planning service called “Leave a Legacy,” allowing you to create a charitable plan for the next generation.
Besides investment planning, Merriman offers tax and estate planning, charitable donations, and risk management.
Through its range of resources, like articles, eBooks, and newsletters, Merriman aims to not only aid but also educate their clients. They advertise helping clients manage their finances so they can focus on themselves and the ones they love.
7. Brighton Jones
Founders: Jon Jones and Charles Brighton
Address: 2030 1st Avenue, 3rd Floor, Seattle, WA 98121
Website: https://www.brightonjones.com/
Phone number: 206-258-5000
Contact email: N/A
Services:
- Wealth Management
- Tax Advisory
- Retirement Plan Advisory
- Financial planning and wellness consulting
Brighton Jones is mainly focused on clients with high net worth, which is why the company developed a specific model called the “Personal CFO” model to accommodate such clients.
The model integrates all aspects of a client’s financial life to create a comprehensive and personalized plan. Besides basic financial planning management, Brighton Jones offers additional specialized services.
Some of these services include executive compensation, which offers plans for pre-IPO, ISOs, NSOs, and other forms of equity compensation.
The company also utilizes various tax strategies, like minimizing alternative minimum tax (AMT), 1031 exchanges, backdoor Roth IRAs, and proactive tax planning.
8. S. R. Schill & Associates
Founder: Stan Schill
Address: 2448 76th Ave SE, Mercer Island, WA 98040
Website: https://www.srschill.com/
Phone number: 206-275-2700
Contact email: info@srschill.com
Services:
- Financial planning and advising
- Wealth management
- Longevity law and planning
Despite offering various services, S. R. Schill & Associates focuses on retirement and education planning, insurance needs analysis, and tax & estate planning.
With over 25 different portfolio allocations, ranging from conservative to aggressive, S. R. Schill & Associates helps its clients find the right allocation that suits their individual needs.
Longevity law and planning is another key service on offer. This service helps clients live healthy, engaged, and relaxed retirements while avoiding common pitfalls.
The firm is committed to evolving alongside its clients’ needs, providing personalized financial strategies through careful planning.
Are You Ready to Thrive?
With many gigantic firms focusing primarily on managing finances, you may have an idea of how important it is to achieve financial stability as early as possible.
If you’re a doctor or aspiring to become a doctor, managing your finances becomes even more critical because you’re more likely to become burdened by student or private loans.
There are also additional aspects you need to keep in mind, like negotiating the best job contract, acquiring various types of insurance, paying back your student loans, and starting your own practice.
As such, you’ll need far more services beyond basic financial management. You need a firm that understands the needs of doctors, managed by doctors, for doctors. That’s how Physicians Thrive was born.
Contact us to join the list of thriving doctors and achieve financial freedom.
