Best Financial Advisors in Bellevue

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
50+
Advisors
4.8/5.0
Average Rating

Bellevue Financial Landscape

With a population of 53,663, Bellevue boasts a diverse economy driven by defense, healthcare, and education sectors. The city is strategically located near Omaha, enhancing its economic potential.

Major industries
Defense, Healthcare, Education
Population
53.7K (metro: 1.0M)
Median household income
$70,000
Unique needs
Bellevue requires tailored financial strategies to address its unique economic landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), Bellevue's economy is expanding, with a focus on technology and service industries contributing to job creation.
Wealth Demographics
According to Census (2023), the median income in Bellevue is approximately $70,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Bellevue are increasingly specializing in retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), Bellevue's cost of living is competitive, with housing and transportation being the most significant expenses.
Real Estate Market
According to Zillow (2024), Bellevue's real estate market is experiencing growth, with home values rising steadily over the past year.
Business Environment
According to Fortune (2024), Bellevue offers a favorable business climate, attracting startups and established companies alike.

Top 5 Financial Advisors in Bellevue

Pathfinder Wealth Advisors LLC
★ ★ ★ ★ ★ 5
Walnut Hill Advisors - Bellevue Location
★ ★ ★ ★ ★ 5
Pacific Financial Advisors, Inc.
★ ★ ★ ★ ★ 5
Shunkwiler Financial
★ ★ ★ ★ ★ 5
Stabler Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bellevue, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Bellevue-Specific Expertise
For Bellevue residents working in Defense, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Bellevue's economy is vulnerable to defense sector fluctuations. Real estate prices are rising, indicating potential bubble risks. Prepare for tornadoes and flooding, and diversify investments.

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