Ways to browse Independent advisors serving Redmond, WA

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	755
Private / alternative investments	554
Executive	488
Wealth management	486
Retirement plans for business owners (SEP, solo 401k)	355
Tax-loss harvesting	312
Real estate investing	280
Options & derivatives strategies	268
Retirement income strategy	256
Retired	246
Active portfolio management	226
Concentrated stock management	192
ESG / Sustainable investing	184
General retirement planning	170
Charitable giving & philanthropy	168
General estate planning guidance	159
Passive / index investing	159
Income planning	146
Cash flow / budgeting	139
College savings (529s, UTMA, etc.)	135
Business exit / sale strategy	127
Multi-generational wealth transfer	92
Annuities	75
General tax planning	63
Long-term care insurance	63
Approaching retirement	48
Social Security optimization	43
Established Professionals	41
Debt management	37
Life insurance needs analysis	34
Business ownership considerations	30
Mid-Career Professionals	30
Business succession planning	29
Tax strategies for small businesses	29
Retirement withdrawal strategies	24
Values-based investing	22
HENRY (High Earners, Not Rich Yet)	21
Equity compensation tax strategy	20
Equity Recipients (RS/RSU, SOP, ESPP)	18
Factor investing / smart beta	17
Technology Professional	15
Medicare planning	11
Young Professionals	8
Divorce financial planning	7
Retired	7
Self-Employed	7
Business Financial Management	4
Charitable giving tax strategies	4
Young Families	4
Doctor or Medical Professional	3
FIRE (Financial Independence Retire Early)	3

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