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
130+
Advisors
4.9/5.0
Average Rating

Bellevue Financial Landscape

Bellevue's economy is driven by technology, retail, and healthcare sectors. The city benefits from its proximity to Seattle, enhancing its economic landscape.

Major industries
Technology, Retail, Healthcare
Population
133.0K (metro: 3.9M)
Median household income
$120,000
Unique needs
Bellevue requires tailored financial strategies to address tech sector volatility and housing market fluctuations.
Market Insights
Economic Growth
According to BEA (2023), Bellevue's GDP growth outpaces national averages, driven by tech and service sectors.
Wealth Demographics
According to Census (2023), Bellevue boasts a median income of $120,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Bellevue increasingly specialize in tech industry investments and real estate.
Local Considerations
Cost of Living
According to BLS (2024), Bellevue's cost of living is 30% higher than the national average, driven by housing and services.
Real Estate Market
According to Zillow (2024), Bellevue's housing market remains competitive, with a 10% increase in home prices over the past year.
Business Environment
According to Fortune (2024), Bellevue ranks high for business climate, attracting startups and established firms alike.

Top 5 Financial Advisors in Bellevue

TrueWealth Financial Partners
★ ★ ★ ★ ★ 5
Avier Wealth Advisors
★ ★ ★ ★ ★ 5
Alterra Advisors
★ ★ ★ ★ ★ 5
Pacific Financial Advisors, Inc.
★ ★ ★ ★ ★ 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 Technology, Retail, Healthcare, 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 tech focus necessitates diversification to mitigate market volatility. Rapid housing price increases pose bubble risks; consider geographic investment spread. Flooding risks exist due to he...

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