Ways to browse Independent advisors serving Kent, WA

Pick a specialty to browse more Independent advisors serving Kent, WA.

Browse by specialty

Find advisors serving Kent, WA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
739
Executive
492
Private / alternative investments
461
Wealth management
458
Retirement plans for business owners (SEP, solo 401k)
370
Tax-loss harvesting
367
Retirement income strategy
281
Real estate investing
268
Options & derivatives strategies
264
Retired
261
Active portfolio management
224
Concentrated stock management
216
Charitable giving & philanthropy
184
General retirement planning
165
General estate planning guidance
163
ESG / Sustainable investing
158
Income planning
153
Cash flow / budgeting
137
College savings (529s, UTMA, etc.)
134
Passive / index investing
134
Business exit / sale strategy
123
Multi-generational wealth transfer
92
Annuities
65
General tax planning
65
Long-term care insurance
62
Approaching retirement
41
Social Security optimization
41
Mid-Career Professionals
40
Tax strategies for small businesses
39
Debt management
37
Life insurance needs analysis
32
Business succession planning
29
Established Professionals
28
Retirement withdrawal strategies
26
Values-based investing
26
Business ownership considerations
23
Equity compensation tax strategy
21
Equity Recipients (RS/RSU, SOP, ESPP)
19
Factor investing / smart beta
17
HENRY (High Earners, Not Rich Yet)
17
Technology Professional
16
Self-Employed
13
Charitable giving tax strategies
12
Medicare planning
12
Family Business
11
Young Professionals
6
Divorce financial planning
5
Business Financial Management
4
Doctor or Medical Professional
4
FIRE (Financial Independence Retire Early)
3
Young Families
3
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