The Retirement Solution
“One of her best attributes is her ability to understand both my wife and my perspectives and keep us aligned on our journey!”
Best Financial Advisors in Redmond, WA
15 firms listed · 4 in Redmond · 1 open weekends · 14 rated 4.5+
Data verified October 17, 2026
Private Advisory
“Hands on, transparent in their offerings, even or especially when things don't go well, great services, decent return even in difficult markets.”
Merrill Edge
Nevis Financial
CEG Life Insurance Services
“Daniel Adams is attentive to details, follows up with customers quickly, and proactively updates on a regular basis.”
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Truewealth Financial Partners
“Glenn made us feel at ease in the office and virtually, he helped us map out a future financial plan for when we retire and steps to better our plan as we get there, thanks so much for everything.”
The 15 firms listed for Redmond, 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: Redmond, WA
Of the 15 firms we list here, 4 are in Redmond itself and 11 come from Bellevue (8, 6 mi) and Kirkland (3, 4 mi). 14 of the firms on this page have a rating, from 4.7 to 5.0 across 848 reviews; 5 have 50 or more reviews. 1 is open on Saturdays. 3 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 21 years. 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 13 list a public email and 4 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 firms listed for Redmond take financial planning bookings online?
4 of the 15 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.
Sound Planning Group
“My advisor Loren made me feel 100% confident that I could retire, and has encouraged and supported me to do many things in my retirement.”
Alterra Advisors
“I can call josh anytime with follow up questions and also get a timely semi annual and annual review of my investments to make sure I'm on track.”
Avier Wealth Advisors
“Lars takes time to walk thru scenarios and understand my current financial health and he provided solid financial advice on changes that can be made now that will benefit us tremendously at retirement.”
Stabler Wealth Management
“Starting with Todd, then Dave and now Sean along with their excellent team they have guided us through finically storms, help us stay the course, and built the wealth we will need now that it is time to smell those roses.”
Fulcrum Wealth Advisors
“They are very responsive, tailor and actively manage investments to meet the clients investment criteria, and have achieved very positive financial returns.”
Atkinson Wealth Strategies
“Tyler was very helpful with my profit sharing, 401k, and retirement planning.”
Evergreen Gavekal
“Jeff Dicks is honest, clear, will spend as much time as necessary, does not over promise results and listens carefully to what you have to say.”
Gale E Smith CPA
“I appreciate her meticulous work and extensive knowledge.”
Silva Business Solutions
“Silva very patiently and thoroughly handled all the tax related business around my sister's estate - including the closing of her small law office - and walked me through what I needed to know and do.”
Why these companies made our list
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