Best Financial Advisors in Edmonds

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
60+
Advisors
4.5/5.0
Average Rating

Edmonds Financial Landscape

Edmonds boasts a diverse economy with a focus on healthcare, retail, and technology. The city is well-positioned within the Seattle metropolitan area, benefiting from its proximity to major urban centers.

Major industries
Healthcare, Retail, Technology
Population
40.7K (metro: 4.0M)
Median household income
$82,000
Unique needs
Edmonds requires tailored financial strategies to address its unique coastal risks and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Edmonds has experienced steady economic growth, driven by local businesses and an influx of tech firms.
Wealth Demographics
According to Census (2023), the median income in Edmonds is approximately $82,000, reflecting a relatively affluent community.
Advisor Specializations
Based on BLS (2023), financial advisors in Edmonds are increasingly specializing in retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Edmonds is higher than the national average, driven by housing and healthcare expenses.
Real Estate Market
According to Zillow (2024), the real estate market in Edmonds is competitive, with home prices rising due to limited inventory and high demand.
Business Environment
According to Fortune (2024), Edmonds offers a supportive business environment with resources for startups and established companies alike.

Top 5 Financial Advisors in Edmonds

Chris Dime, CFP® - Dime & Associates (Financial Advisor)
★ ★ ★ ★ ★ 5
TFS Advisors, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Micah K Blair, CFP®|ChFC®|AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Laura A Thramer
★ ★ ★ ★ ★ 5
Sage Advisors, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Edmonds, 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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Edmonds-Specific Expertise
For Edmonds residents working in Healthcare, Retail, Technology, 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
Edmonds' tech sector growth necessitates diversification to mitigate market volatility. Real estate prices are rising, posing bubble risks. Prepare for flooding and economic shifts.

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