Best Financial Advisors in Sammamish

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
4.8/5.0
Average Rating

Sammamish Financial Landscape

Sammamish boasts a robust economy driven by technology and retail sectors. Its proximity to Seattle enhances job opportunities and economic growth.

Major industries
Technology, Retail, Healthcare
Population
50.2K (metro: 4.0M)
Median household income
$130,000
Unique needs
Sammamish residents seek high-quality education, recreational spaces, and sustainable community development.
Market Insights
Economic Growth
According to BEA (2023), Sammamish's economy has grown steadily, driven by tech and service industries, with a focus on innovation.
Wealth Demographics
According to Census (2023), the median income in Sammamish is approximately $130,000, reflecting a prosperous community.
Advisor Specializations
Based on BLS (2023), financial advisors in Sammamish increasingly specialize in tech investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Sammamish's cost of living is higher than the national average, driven by housing and education expenses.
Real Estate Market
According to Zillow (2024), Sammamish's real estate market remains competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Sammamish offers a favorable business climate, attracting startups and established firms, particularly in tech.

Top 5 Financial Advisors in Sammamish

Gevers Wealth Management - Financial Advisors, LLC
★ ★ ★ ★ ★ 5
AIO Fee Only Financial Advisors
★ ★ ★ ★ ★ 5
Capital Partners Wealth Management
★ ★ ★ ★ ★ 5
WestStar Prosperity Partners
★ ★ ★ ★ ★ 5
AGP Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Sammamish, 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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Sammamish-Specific Expertise
For Sammamish 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
Sammamish's tech focus poses risks from market fluctuations. Real estate prices are high, indicating bubble potential. Prepare for flooding and diversify investments.

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