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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 Lynnwood is a tedious task to do. give you extensive options to compare best advisors in Lynnwood & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Lynnwood?

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

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

List of Qualified Financial Advisors in Lynnwood, Washington


Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115



Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004



Michael Oldenburg

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003



Daniel Wiersma

Harbor Wealth Management / LPL Financial

5801 Soundview Drive #250

Gig Harbor, WA 98335



Craig Brown

MultiGen Wealth Services, Inc. (LPL Financial)

113 W Chestnut Street

Bellingham, WA 98225


List of Additional Financial Advisors in Lynnwood, Washington*

* Additional advisor listing is provided in partnership with Yext


Edward Jones - Financial Advisor: Wesley McBratney

16108 Ash Way
Suite 112

Lynnwood, WA 98087


Edward Jones - Financial Advisor: John Call, AAMS¿

5105 200th St SW
Suite 100

Lynnwood, WA 98036


Allstate Personal Financial Representative: Karen Hutton

4202 198th St SW
Ste 1

Lynnwood, WA 98036


Edward Jones - Financial Advisor: Colleen M Bracy

3405 188th St SW

Lynnwood, WA 98037


Edward Jones - Financial Advisor: Mark Weatherly, ChFC®

19707 44th Ave W
Ste 105

Lynnwood, WA 98036


Edward Jones - Financial Advisor: Adam K Pickrell

19707 44th Ave West
Suite 102

Lynnwood, WA 98036


Edward Jones - Financial Advisor: Darin M Elkins, AAMS¿

13624 Highway 99
Suite D10

Lynnwood, WA 98087


Edward Jones - Financial Advisor: Aaron R Wolfe, AAMS¿

16108 Ash Way
Suite 112

Lynnwood, WA 98087

* 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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