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Financial Plan
“You pay a single, very reasonable annual fee, regardless of the size of your account, or the number of buy, sell or trades.”
Best Financial Advisors in Bellingham, WA
Handpicked from 361 vetted & reviewed Financial Planning & Wealth Management firms in the Bellingham area, discover the top 5 elite providers among the selected group of 24 finalists.
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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...”
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Clarity Capital Management
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.”
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Whatcom Credit Restoration
“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.”
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Arvid Garnaas CPA P.S.
“Arvid has been my CPA for over 30 years and is professional and is always there to help.”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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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.”
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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...”
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Safe Harbor Legal Solutions
“I have known Phil for several years and have had the privilege of using his services and recommending him to to friends and family.”
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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 ...”
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Brumfield Franks Tax & Accounting
Business Solutions, Bookkeeping, Financial Planning
“(My amateur interest in pandemic epidemiology probably makes me a way more nervous person than the average client, lol.”
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Trail Financial Planning
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.”
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Salish Wealth Management
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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.”
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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...”
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Waycross Investment Management Company
Personal Asset Management, Professional Coordination, Retirement Planning and Consulting
“119 N. Commercial Street, Suite 191,
Bellingham, WA 98225”
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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...”
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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...”
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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...”
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Vaughn S. Hagen, Cpa, PS
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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...”
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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...”
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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...”
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Mauro Capital Management
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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 ...”
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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.”
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
Why these companies made our list
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