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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Kirkland is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Kirkland & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Kirkland?

Looking for a qualified financial advisor in Kirkland? We can help you by narrowing down your options & listing the best financial advisors in Kirkland as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Kirkland near you with the list of certified and vetted Kirkland financial advisors.

List of Qualified Financial Advisors in Kirkland, Washington

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Pete Moormeier

Creative Planning

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Kirkland, WA 98034
(425) 3653611

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004
(877) 4000260

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Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE
Suite 1840

Bellevue, WA 98004
(425) 2472961

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Eric Chaney

Spectrum Financial Partners

11911 NE 1st Street, Suite 103A Bellevue , WA 98005
3715 S Hudson Street, Suite 104 Seattle, WA 98118

Bellevue, WA 98005
(425) 5982919

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Anya Berezow

Creative Planning

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Sammamish, WA 98072
(253) 5140291

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Peter Boyack

Creative Planning

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Sammamish, WA 98074
(425) 4175777

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John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®

Aspire Capital Advisors LLC

1815 N 45th St
Suite 105

Seattle, WA 98103
(206) 2289671

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Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CWPP

Synergy Financial Management, LLC

13231 SE 36th St
Suite 215

Bellevue, WA 98006
(206) 2289671

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Dimas Lizardo

Edelman Financial Engines, LLC

800 5th Avenue
Suite 4100

Seattle, WA 98104
(253) 7337131

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Carlos Lopez

Creative Planning

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Sammamish, WA 98075
(425) 2476474

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Maria Hare

Creative Planning

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Sammamish, WA 98117
(425) 9413457

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Cathie Arthurs

Edelman Financial Engines, LLC

20700 44th Ave. W
Suite 240

Lynnwood, WA 98036
(425) 2472964

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Dimas Lizardo

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003
(253) 7337131

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Nick Bedlan

Creative Planning

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Tacoma, WA 98332
(253) 4958802

List of Additional Financial Advisors in Kirkland, Washington*

* Additional advisor listing is provided in partnership with Yext

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Brian P Sullivan - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558061

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Balcom Investments

2270 Carillon Point

Kirkland, WA 98033
4252846800

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Adrienne Emick - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020628

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Aaron Wartes - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252021115

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Crosby Wealth Advisors - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
4258697100

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Bill Brooking - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252021116

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Jeffrey Michael Crosby - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
4258697100

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Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558000

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Robert Fritton - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020633

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John Champion - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558072

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James Hawn - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558066

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J.B. Champion - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558004

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Tara Kinsella - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020634

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Michael Weichbrodt - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254512601

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Robert Main - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020637

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Touchstone Wealth Management Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020632

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Mark Logsdon - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020635

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Kathleen Weber - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020644

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David Keller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558021

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Polly J Sidwell - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558002

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Scott Gilbert - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020654

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Robert A Bohner - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020631

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Jamie Gu - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558000

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Templar Financial Services

11232 120th Ave NE
#205

Kirkland, WA 98033
4253745070

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Jack Robert Oman - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020629

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Garrett Morkill - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020639

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James Russo - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020642

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Keith Whitman - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020653

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Stefan Papasoff - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020660

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The Carillon Point Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020633

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Justin Von Gortler - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020662

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Jeffrey Miller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558025

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David L Bolson - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558065

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Larry Garcia - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558023

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Lance Rummel - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020641

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Eric Madison - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020636

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Dale Miller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558033

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Peter Tikalsky - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558064

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Karen J Witt - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558029

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The Weichbrodt Dunn Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254512601

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Christine Cote - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020632

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The Northwest Evergreen Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4252020631

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Peter Hamilton - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
4258697100

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KE & Associates

13020 Northeast 73rd Street

Kirkland, WA 98033
2067290795

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Nini Wu - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4256202540

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The Weber Russo Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558000

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Christopher D Stacey - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
4258697100

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The Miller Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
4254558025

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Chris Wille - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
4258697100

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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