Browse all CFP®-certified advisors in Washington

Every advisor below is licensed to work with clients in Washington. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,494
Executive	872
Retired	852
Wealth management	824
Tax-loss harvesting	711
Retirement plans for business owners (SEP, solo 401k)	591
Retirement income strategy	503
Private / alternative investments	438
College savings (529s, UTMA, etc.)	386
General retirement planning	360
Options & derivatives strategies	330
ESG / Sustainable investing	318
Business exit / sale strategy	295
Active portfolio management	286
General estate planning guidance	254
Cash flow / budgeting	241
Charitable giving & philanthropy	232
Income planning	181
Annuities	179
Multi-generational wealth transfer	169
Concentrated stock management	168
Approaching retirement	156
Passive / index investing	153
Real estate investing	152
Business succession planning	118
Self-Employed	112
Established Professionals	109
Social Security optimization	101
Business ownership considerations	98
HENRY (High Earners, Not Rich Yet)	91
Retirement withdrawal strategies	87
Mid-Career Professionals	80
General tax planning	78
Divorce financial planning	40
Long-term care insurance	40
Equity compensation tax strategy	38
Women Professionals	35
Equity Recipients (RS/RSU, SOP, ESPP)	32
Debt management	31
Factor investing / smart beta	31
Financial Professional	31
Life insurance needs analysis	30
Values-based investing	30
Professional Athlete	27
Charitable giving tax strategies	23
Tax strategies for small businesses	23
Technology Professional	19
Military & Veterans	18
Roth conversion strategy	17
Doctor or Medical Professional	16
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	16
Educators, Teachers, and Academics	15
Liquidity event planning	13
Business sale tax planning	11
Family Business	10
LGBTQIA	9
Religious/faith focused	8
Young Professionals	8
Married/Couples/Partners	7
Business Financial Management	6
Disability insurance	6
Divorced	6
Early retirement planning	6
Parents	6
Widow/Widower	6
Women's Finance	6
Young Families	6
Attorney	5
Retired	5
Elder care planning	4
Immigrants	4
Medicare planning	4
FIRE (Financial Independence Retire Early)	3
Government Employee	3
Single Women	3

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support