Bellingham, WA

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Bellingham, WA
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Best Financial Advisors in Bellingham, WA

21 firms listed · all 21 in Bellingham · 8 rated 4.5+

Data verified October 18, 2026

Financial Plan

Financial Plan

5.0 5 reviews
“If you are looking for a holistic investment strategy you can't beat FP.”
BBB A+Since 2000
2115 Barkley Blvd #101
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Money Maven Financial

Money Maven Financial

5.0 19 reviews
“My partner and I worked with Nichole a couple of years ago and love the financial framework and communication practices that she helped us form.”
Since 2022
909 Squalicum Way STE 110
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Saturna Capital Corporation

Saturna Capital Corporation

4.2 2 reviews
“Spoke to someone on the phone very polite and knowledgeable”
Since 1994Prices online
1300 N State St
FAQs
What is probate?
Probate is the legal process of "proving" a Will, which includes: 1) a court determining that a Will is valid, 2) paying any debts from the deceased's estate, and 3) distribution of assets in accordance with the terms of the Will. Probate assets are subject to probate costs, estate taxes and, in some states, inheritance taxes. Costs can include legal and executor fees, court costs, and appraiser fees.
What can a Trust do that a Will cannot?
In addition to reducing probate costs and expediting estate settlement, Living Trusts or Testamentary Trusts can provide additional estate tax advantages, as well as asset control. They are particularly useful if you have significant assets and want to provide for your grandchildren, minor children or beneficiaries who are unable to manage assets on their own.
What might the tax advantages be for using a Trust?
Federal estate taxes have marginal tax brackets that start at 18% and go as high as 35% for larger estates. There is also the possibility of state-imposed inheritance tax. If you plan ahead using a Trust, in many instances you can greatly reduce or even eliminate these taxes.
How do I decide which sort of Trust to use?
There are many different types of Trusts and many factors that need to be considered in deciding which one is right for you, including beneficiaries, Trust asset amount, estate tax reduction, asset distribution, and the amount of control you want. You, your attorney and/or your financial advisor should work together to determine which Trust is best for you.
We do have more answers on the FAQ page on our website.
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Salish Wealth Management

Salish Wealth Management

4.0 5 reviews
“Worked with Ted Newman for 12 years and he has been wonderful to work with.”
Since 2015
2122 Barkley Blvd # 200
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Gregory J Campbell CPA PS

Gregory J Campbell CPA PS

Serves Bellingham, Fairhaven +3Since 2006
808 11th St
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West Invest

West Invest

5.0 4 reviews
“The team has been quick to respond to every question, explained clearly the plan they have to keep our investments growing and we couldn't be more pleased with the results.”
Since 2003
1801 F St
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The 21 firms listed for Bellingham, 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: Bellingham, WA

All 21 firms we list here are in Bellingham itself. 10 of the firms on this page have a rating, from 4.0 to 5.0 across 63 reviews; 8 are rated 4.5 or higher. 2 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 35 years. We have a website on file for all 21 of the firms on this page; 17 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Bellingham take financial planning bookings online?

3 of the 21 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Brumfield Franks Tax & Accounting

Brumfield Franks Tax & Accounting

5.0 8 reviews
“Dan and Kristi are so easy to work with and make tax season stress free.”
35+ years
316 McLeod Rd Ste 106
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Spinnaker Financial

Spinnaker Financial

Since 2012
1405 N Forest St
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Capstone Wealth Advisors - Bellingham

Capstone Wealth Advisors - Bellingham

Since 2020
114 W Magnolia St STE 444
Featured

Our Bellingham Financial Planners' Present Their Outlook on the Markets Capstone Wealth Advisors is pleased to release our Mid-Year Outlook on the Markets written entirely by our advisory team. Our outlook is based on our views and philosophies as we see them impacting financial markets, and your money. Current trends, economic indicators and in-depth analysis is at the core of what we do. We monitor and analyze economic trends to help our clients have a clear understanding of the direction the economy is headed and how that impacts your portfolio strategies. Download the latest version, here. If you are not yet a client and would like to schedule a complimentary consultation to discuss your future planning structure in greater detail, please contact us today...

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Trail Financial Planning

Trail Financial Planning

5.0 2 reviews
“I would highly recommend checking in with him if you have Financial Planning concerns.”
Since 2017Prices online
214 N Commercial St
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Wealthmark

Wealthmark

BBB A+Since 2010
1329 N State St Suite 206
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NW Straits Financial Services

NW Straits Financial Services

Since 2020Prices online
E Maryland St
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Multigen Wealth Services

Multigen Wealth Services

Since 2011
1801 Roeder Ave STE 147
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Waycross Investment Management Company

Waycross Investment Management Company

Since 1995
119 N Commercial St STE 191
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Tradewinds Capital Management

Tradewinds Capital Management

Since 2011
2211 Rimland Dr UNIT 401
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Mauro Capital Management

Mauro Capital Management

Since 2022
1514 12th St #101
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Gies Associates

Gies Associates

Since 2020
1128 Finnegan Way #100
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Consilium Financial

Consilium Financial

Since 2021
909 Squalicum Way STE 110
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Bellingham Capital Management

Bellingham Capital Management

Since 2009
316 McLeod Rd Suite 105
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Iron Point Financial Advisors

Iron Point Financial Advisors

Since 2015
1700 Iowa St
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Paulson Financial Services

Paulson Financial Services

5.0 2 reviews
“I was impressed at how much time she took to graciously explain all of my investing options and now I have a much better understanding of how my IRA works and how to make it work for me.”
Since 1995
112 Ohio St Ste 118, Bellingham WA
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HomeWealth Management AdvisorsWashingtonBellingham, WA

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