Best Financial Advisors in Shoreline

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

Shoreline Financial Landscape

Shoreline's economy is diverse, with a strong emphasis on education, healthcare, and retail. The city benefits from its location near Seattle, enhancing job opportunities.

Major industries
Education, Healthcare, Retail
Population
54.8K (metro: 3.9M)
Median household income
$85,000
Unique needs
Shoreline requires tailored financial advice due to its unique demographic and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Shoreline's economy has seen a steady growth rate of 3.2%, driven by local business expansions.
Wealth Demographics
According to Census (2023), the median income in Shoreline is $85,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), advisors in Shoreline are increasingly specializing in retirement planning and education funding.
Local Considerations
Cost of Living
According to BLS (2024), Shoreline's cost of living is 15% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Shoreline's real estate market is competitive, with home prices rising 8% year-over-year, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Shoreline's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Shoreline

Merrill Edge Business Financial Solutions Advisor
★ ★ ★ ★ ★ 5
Better Tomorrow Financial
★ ★ ★ ★ ★ 5
David Lund ChFC, RICP, FIC
★ ★ ★ ★ ★ 5
Chris Dime, CFP® - Dime & Associates (Financial Advisor)
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Micah K Blair, CFP®|ChFC®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Shoreline, 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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Shoreline-Specific Expertise
For Shoreline residents working in Education, Healthcare, Retail, 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
Shoreline's tech and healthcare concentrations pose economic risks. Housing market appreciation raises bubble concerns. Prepare for flooding and diversify investments.

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