Best Financial Advisors in Kirkland

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
80+
Advisors
4.7/5.0
Average Rating

Kirkland Financial Landscape

Kirkland's economy is bolstered by a strong tech sector and proximity to Seattle. The city enjoys a high quality of life with diverse amenities.

Major industries
Technology, Retail, Healthcare
Population
84.4K (metro: 4.0M)
Median household income
$102,000
Unique needs
Kirkland's affluent population requires tailored financial services and investment strategies.
Market Insights
Economic Growth
According to BEA (2023), Kirkland's economy grew by 4.5% last year, driven by tech and service industries.
Wealth Demographics
According to Census (2023), the median income in Kirkland is $102,000, reflecting its affluent demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Kirkland are increasingly focusing on tech sector clients and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), Kirkland's cost of living is 30% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), home prices in Kirkland have risen 12% year-over-year, indicating a competitive market.
Business Environment
According to Fortune (2024), Kirkland's business climate is favorable, with low unemployment and a supportive local government.

Top 5 Financial Advisors in Kirkland

Sound Planning Group
★ ★ ★ ★ ★ 5
Kaizen Financial Advisors, LLC
★ ★ ★ ★ ★ 5
Elite Wealth Management
★ ★ ★ ★ ★ 5
RBC Wealth Management Branch - Kirkland
★ ★ ★ ★ ★ 5
Prevail Wealth Management, LLC
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

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

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Kirkland-Specific Expertise
For Kirkland residents working in Technology, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Kirkland's tech concentration poses risks; diversify investments to mitigate downturns. Housing market shows bubble signs; consider geographic spread. Watch for flooding risks.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Washington locations

Seattle Spokane Tacoma Vancouver Bellevue Kent Everett Renton