Best Financial Advisors in Bellingham, WA

The highest-rated Financial Planning & Wealth Management companies out of 107 vetted & reviewed in the Bellingham area.

Financial Plan

Financial Plan

(4)
“You pay a single, very reasonable annual fee, regardless of the size of your account, or the number of buy, sell or trades.”
In Business Since 1999
Licensed, BBB Rating: A+
2115 Barkley Blvd #101, Bellingham, WA
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Steele Financial Services

Steele Financial Services

“At Steele Financial Services our mission is to provide customized financial and investment advice to empower our clients to achieve confidence and comfort in their financial lives. We manage investments holistically based on a comprehensive financial...”
In Business Since 2013
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
119 Grand Ave ste a, Bellingham, WA
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Clarity Capital Management

Clarity Capital Management

(4)
Bookkeeping and Payroll, Financial Planning, Estate Planning
“Their willingness to stay open and continue working during the covid-19 crisis, including extended hours on my file, speaks volumes to their care and dedication towards the well-being and security of the clients they serve.”
In Business Since 1980
Free Initial Consultation
Accepts All Major Credit Cards
2210 Rimland Dr #101, Bellingham, WA
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Whatcom Credit Restoration

Whatcom Credit Restoration

(3)
“She gets them on the right track and is consistently updating me on the progress in order to help them purchase or refinance their home.”
In Business Since 2017
Free Initial Consultation
Transparent Fees & Pricing
2219 Rimland Dr Suite 301, Bellingham, WA
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Arvid Garnaas CPA P.S.

Arvid Garnaas CPA P.S.

(2)
“Arvid has been my CPA for over 30 years and is professional and is always there to help.”
In Business Since 2002
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
310 E Magnolia St #202, Bellingham, WA
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Lentz & Associates

Lentz & Associates

“We are a full-service Accounting firm licensed in WA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
In Business Since 2006
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A+
2509 Cedarwood Ave #3, Bellingham, WA
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Gregory J Campbell CPA PS

Gregory J Campbell CPA PS

Tax Services, Money Management Advising, Business Consulting
“I'm Gregory J. Campbell, a Fairhaven-based certified public accountant serving clients in Whatcom and Skagit counties. I provide tax planning and preparation, business consulting and money management advising. My passion is showing people how to have...”
In Business Since 2009
808 11th St, Bellingham, WA
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Safe Harbor Legal Solutions

Safe Harbor Legal Solutions

(3)
“I have known Phil for several years and have had the privilege of using his services and recommending him to to friends and family.”
In Business Since 2021
1313 E Maple St SUITE 222, Bellingham, WA
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Wealthmark

Wealthmark

“Most investment managers allocate capital based on return targets. Although this might sound like a reasonable goal, no investor can force markets to meet specified return targets. We invest based on risk exposures and our client's ...”
In Business Since 2009
Licensed, BBB Rating: A+
1329 N State St Suite 206, Bellingham, WA
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Trail Financial Planning

Trail Financial Planning

(1)
What Is Going On For You?, Service Models, Investment Management
“He talked us through the ins and outs of college financing, the FAFSA, which sources of money to use first, and suggested tweaks to our strategy as we come up to the start line.”
In Business Since 2017
Transparent Fees & Pricing
214 N Commercial St, Bellingham, WA
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Brumfield Franks Tax & Accounting

Brumfield Franks Tax & Accounting

(5)
Business Solutions, Bookkeeping, Financial Planning
“(My amateur interest in pandemic epidemiology probably makes me a way more nervous person than the average client, lol.”
35+ Years Experience
316 McLeod Rd Ste 106, Bellingham, WA
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Salish Wealth Management

Salish Wealth Management

(4)
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“I know that he is a generous member of our community and makes it a point to give back to many non-profits in our community.”
In Business Since 2015
3101 Newmarket St #101, Bellingham, WA
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Spinnaker Financial

Spinnaker Financial

Laurie: WA, OR, ID, CA, MT, CO, MO, AZ, NY, Joe: WA, OR, ID, CA, MT, NV, TX, NH, Eric: WA, OR, ID, CA, MT
“With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For...”
In Business Since 2012
1405 N Forest St, Bellingham, WA
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Waycross Investment Management Company

Waycross Investment Management Company

Personal Asset Management, Professional Coordination, Retirement Planning and Consulting
“119 N. Commercial Street, Suite 191, Bellingham, WA 98225”
In Business Since 1998
119 N Commercial St STE 191, Bellingham, WA
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Multigen Wealth Services

Multigen Wealth Services

Retirement Planning, Wealth Management, Guided Wealth Portfolio
“Craig is a dedicated Wealth Services Professional with over a decade of service to high net-worth families and successful business owners. He is a Chartered Retirement Planning Counselor trained to understand the individual needs and goals of each cl...”
In Business Since 2011
113 W Chestnut St, Bellingham, WA
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Tradewinds Capital Management

Tradewinds Capital Management

“Kyra joins Tradewinds after working at Fisher Investments, in Camas WA, where she spent two and half years as an associate in the Client Service department. During her time there, Kyra specialized in servicing high net worth clients and providing sup...”
In Business Since 2012
2211 Rimland Dr UNIT 401, Bellingham, WA
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Sentinel Wealth Management

Sentinel Wealth Management

“Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. a...”
In Business Since 2016
3101 Newmarket St #101, Bellingham, WA
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Capstone Wealth Advisors - Bellingham

Capstone Wealth Advisors - Bellingham

“Capstone Wealth Advisors are bound to the fiduciary standard and are legally obligated to act in the best interest of our clients as required by the Securities and Exchange Commission (SEC). A Fiduciary Advisor is someone who acts on behalf of anothe...”
In Business Since 2020
114 W Magnolia St STE 444, Bellingham, WA
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Erin Schlichting CPA

Erin Schlichting CPA

“Erin Schlichting CPA—previously Schlichting Wixson CPAs—provides tax planning and consulting services for businesses and individuals in the United States. Erin Schlichting, based in Bellingham Washington, has more than 25 years of experience providin...”
In Business Since 2013
Accepts All Major Credit Cards
851 Coho Way STE 308, Bellingham, WA
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Vaughn S. Hagen, Cpa, PS

Vaughn S. Hagen, Cpa, PS

In Business Since 2001
1015 Dupont St, Bellingham, WA
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Consilium Financial

Consilium Financial

“Having a financial plan in place for your future can bring the confidence that you desire. A good plan based in your values, that encompasses your dreams, and flexes with you as your life changes, is imperative.”
In Business Since 2021
909 Squalicum Way STE 110, Bellingham, WA
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Gies Associates

Gies Associates

“A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either ...”
In Business Since 2020
1128 Finnegan Way Ste 100, Bellingham, WA
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Mauro Capital Management

Mauro Capital Management

In Business Since 2022
1514 12th St Suite 101, Bellingham, WA
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West Invest

West Invest

Wealth Management, Cash Flow Planning/Debit Management, Risk Management
“Your financial well being isn't much different than climbing a mountain. It starts by figuring out where you want to end up and then creating a detailed financial plan on how to get there. All the steepest hikes start with this step and we're here to...”
In Business Since 2004
1801 F St, Bellingham, WA
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Retirement Planning and Investment Management Services in Bellingham, WA Cost Estimates

Minimum cost
$1151
Maximum cost
$9777
National Average
$3451
Avg Per Hour Rates
$346
$2301
$6326
Fair price range is based on 293 cost profiles
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Average Cost $3451
Minimum cost $1151
Maximum cost $9777
Avg Per Hour Rates $346

Fair range $2301 to $6326 is based on 293 cost profiles.

Why these companies made our list

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