Best Financial Advisors in Redmond

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
4.7/5.0
Average Rating

Redmond Financial Landscape

Home to major tech companies, Redmond drives economic growth through a robust technology sector. The city's strategic location near Seattle enhances its appeal.

Major industries
Technology, Retail, Manufacturing
Population
57.5K (metro: 1.5M)
Median household income
$120,000
Unique needs
Redmond's tech-driven economy requires continuous innovation and workforce development.
Market Insights
Economic Growth
According to BEA (2023), Redmond's economy grew by 5% due to tech sector expansion and increased consumer spending.
Wealth Demographics
According to Census (2023), the median income in Redmond is approximately $120,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Redmond increasingly specialize in tech investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Redmond is 15% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), Redmond's real estate market has seen a 10% increase in home prices over the past year, indicating strong demand.
Business Environment
According to Fortune (2024), Redmond's business climate is favorable, with a focus on tech innovation and supportive local policies.

Top 5 Financial Advisors in Redmond

Sherwood Investments | Redmond Financial Planner
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Suzy W Myers, CFP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Sound Planning Group
★ ★ ★ ★ ★ 5
TrueWealth Financial Partners
★ ★ ★ ★ ★ 5
Crossroads Financial Services LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Redmond, 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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Redmond-Specific Expertise
For Redmond residents working in Technology, Retail, Manufacturing, 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
Redmond's tech concentration poses risks of market volatility; housing prices may bubble. Prepare for potential flooding and diversify investments across sectors.

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Find Financial Advisors in Nearby Cities

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