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Best Financial Advisors near Auburn, WA
We have 2 firms in Auburn on file. Only the highest-rated make our list: one of them made it, along with 23 from towns including Tacoma (8, 12 mi), Kent (3, 6 mi) and Renton (3, 12 mi).
2 open weekends · 23 rated 4.5+ · 4 show a license
Data verified October 17, 2026
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Investors Portfolio Services
- Risk
- Confidence
- Investment
“A month later around Christmas I met Frank at the Mall food court with a sizeable check for deposit to a new account I was a little nervous since I didn't know Frank very well.”
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Humble Sandhu Services
- Knowledge
- Tax
- Parents
“They applied for my moms citizen application and they were so nice and honest gave helpful advice, she also applied for our passports, and it was really fast and easy process.”
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Commencement Financial Planning
- Fiduciary
- Estate Planning
- Tax
“He has been a trusted fiduciary and has been a wealth of knowledge in both tax/estate planning and investment advice prior to our retirement and in retirement as well.”
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Elevated Financial Management
- Accounts
- Questions
- Knowledge
“As we prepared for our retirement years, Mark and his team extra effort was made to ensure that we are investing according to our goals, and in alignment with our risk tolerance, to obtain solid returns.”
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Better Business Tax & Accounting Corp.
“Hi Everyone , We are customer with B,B TAX long time ago and owner of the company is very nice ,kind, knowledgeable , understandable , AFFORDABLE FEES, professional with punctuality, Always Phone answered on time.”
The 24 firms listed for Auburn, WA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Auburn, WA
The 24 firms on this page are rated from 4.4 to 5.0 across 271 reviews; 1 has 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (86%) and quality (55%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (5), estate planning (4), financial planning (3), tax planning (3) and annuities (2). 4 show a license on their websites and 1 has a BBB rating of A or A+. 17 have ten or more years of experience, the longest 37 years. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 21 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Auburn offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Penny Lane Financial
- House
- Team
- Car Insurance
“She secured us a loan when none of our banks or credit unions could - I highly recommended Penny Lane - they saved my house with an affordable Refi loan!”
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Batik Financial
- Forgiveness
- Financial Advisor
- Student Loan
“He thoroughly reviews all your finances, carefully explains all the different options available to you, and makes finances a much less stressful subject.”
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Data Driven Decisions
- Bookkeeping
- Questions
- Information
“Katy has the remarkable ability to uncover and present the key pieces of information that you need to make the decisions that will help your business thrive and grow.”
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Jays Financial Services
- Tax
“A very nice office, professional advise..”
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Black Bishop Financial Group
“All in all, this was a very pleasant and stress-free meeting about my finances.”
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Your Financial Solutions, CPA
“Valerie is very personable, pays attention to detail and patiently walks you through the process as well as makes recommendations on what to consider based on your situation.”
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Puget Sound Financial Strategies
- Plan
- Questions
“Eric and his crew are exceptional at their jobs, and make you feel like they personally care about your financial future as well as give you very sound financial advice.”
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Bulwark Capital Management
- Market
- Money
“My 4 years at Bulwark has seen constant out performance of markets and other benchmarks.”
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Slusser Financial
“Scott of Slusser Financial LLC takes time to really educate his clients on managing finances and investments whether it's personal, business needs, or estate planning strategies.”
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FND Insurance & Financial Services
- Options
- Navigate
“Having little/no experience in finding decent medical coverage for our needs is daunting, but Jill was very patient, kind, timely and knowledgeable and she got us exactly what we were hoping for.”
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Kimball Creek Partners
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Clarity Capital Management
“Amazing help got me to meet all my financial goals alot faster then I originally planned highly recommend them!!”
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Jarvis Financial
“Matthew is very professional and super knowledgeable concerning financial matters.”
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Gail Hill the Financial Coach
“Great person and has helped me with my finances for 30 years.”
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Cornerstone Financial Strategies
“They understand our needs and don't try to push funds that are not within those parameters.”
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Ignite Financial Services
“Matthew & Rebecca Meyers with Ignite Financial are wonderful.”
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Main Street Wealth Advisors
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Tremper and Roper
Retirement Planning and Investment Management Services in Auburn, WA Cost Estimates
Minimum cost
$1132
Maximum cost
$9615
National Average
$3394
Avg Per Hour Rates
$340
$2263
$6222
Average price range is based on 336 cost profiles
Why these companies made our list
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