Find Help · Washington
Verified financial advisors in
Washington.
Financial Advisors serving Washington. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Washington law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Washington so far: 103 financial advisors, 26 hospice & palliative care, 4 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's Washington guide, which cites the statute or the state agency behind it. Read the Washington guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Washington is the order to work in. It's free and it always will be.
180 Wealth Advisors, LLC
Washington financial advisory firm offering investment strategy, fiduciary wealth consulting, tax planning, and estate and succession planning, including services for high-net-worth families, in the Federal Way area.
22nw, Lp
Washington investment firm offering microcap equity investment strategies and long-term investments in undervalued securities in the Seattle area.
Aerie Advisory Group LLC
Washington financial advisory firm offering wealth management, family office services, investment management, and executive wealth services, including multigenerational wealth planning, in the Gig Harbor area.
Aletheian Wealth Advisors LLC
Washington financial advisory firm offering advanced financial planning, investment management, and family office services, including estate planning for complex balance sheets, in the Bellevue area.
Allen Capital Management, LLC
Washington investment management firm offering asset management, strategic asset allocation, and portfolio diversification services, including tailored planning for tax, retirement, and estate objectives, in the Vancouver area.
Altravue Capital, LLC
Washington investment management firm offering long-term, value-oriented investment services in the Bellevue area.
Aspire Capital Advisors LLC
Washington financial advisory firm offering investment management, retirement plan management, comprehensive financial planning, college planning, insurance solutions, and tax efficient strategies, including 401(k) and 403(b) plan management, in the Seattle area.
Avantia Investment Services, LLC
Washington financial advisor offering family office and wealth management services, including investment advisory for corporate executives, business owners, and multi-generational families, in the Seattle area.
Aviso Wealth Management
Washington investment advisory firm offering wealth management, retirement, estate, investment, insurance, and tax planning resources in the Bellevue area.
Badgley Phelps Wealth Managers
Washington wealth management firm offering investment advisory and financial planning services for individuals, families, corporations, and foundations in the Seattle area.
Baker Ellis Asset Management LLC
Washington investment management firm offering wealth management and financial planning services for individuals, trusts, and corporate clients in the Vancouver area.
Bear Mountain Capital Inc.
Washington financial advisory firm offering financial planning, portfolio management, and long term partnership services in the Seattle area.
Bellevue Asset Management, LLC
Washington wealth management firm offering financial planning, investment management, risk mitigation, and estate and tax planning, including fee-only advisory services, in the Bellevue area.
Bellingham Capital
Washington investment management firm offering portfolio management and investment advisory services, including proprietary investment models and macro investment outlook analysis, in the Bellingham area.
Breakwater Investment Management
Washington investment management firm offering financial planning, investing, and trust services in the Seattle area.
Cairn Investment Group
Washington investment management firm offering portfolio management services for individuals building wealth, retiring, or transitioning from business ownership, in the Vancouver area.
Capital Advisors Wealth Management
Washington financial advisory firm offering financial planning and investment management services in the Yakima area.
Christensen, King & Associates Investment Services, Inc.
Washington financial advisory firm offering investment services, financial planning, and investment management, including tax preparation and bookkeeping training through an affiliated accounting company, in the Richland area.
Cloud Capital Management
Washington financial advisory firm offering financial planning, investment management, transaction planning, tax strategy, and estate planning guidance, including spending analysis and credit sourcing, in the Seattle area.
Coldstream Wealth Management
Washington financial advisory firm offering financial planning and customized investment portfolios in the Bellevue area.
Columbia Advisory Partners, LLC
Washington financial advisory firm offering investment advice, tax planning, retirement income strategy, and estate and legacy planning, including access to private markets, in the Spokane area.
Columbia River Financial Group
Washington financial advisor offering wealth advisory and financial planning services in the Vancouver area.
Consilio Wealth Advisors, LLC
Washington financial advisory firm offering wealth management services for tech professionals and retired professionals, including retirement income planning and RSU guidance, in the Bellevue area.
D'Annunzio Consulting Group, LLC
Washington financial advisory firm offering custom investment portfolio design, implementation, and measurement, including retirement, estate, insurance, and tax planning resources, in the Tacoma area.
Demars Financial Group LLC
Washington financial advisory firm offering retirement income planning, tax strategies, investment management, and estate coordination, including in-house tax preparation, in the Spokane Valley area.
Elite Wealth Management, Inc.
Washington financial advisory firm offering risk management, investment strategies, alternative investments, financial and retirement planning, and trust and estate planning in the Kirkland area.
Elliott Cove Capital Management
Washington financial advisor offering investment, retirement, estate, insurance, and 401(k) planning services, including managed portfolios and retirement plan solutions for banks and credit unions, in the Seattle area.
Emerald Advisors, LLC
Washington financial advisory firm offering financial planning, investment management, and family office services, including corporate executive planning, in the Bellevue area.
Empirical Wealth Management
Washington financial advisory firm offering investment planning, tax strategy, estate planning, real estate consulting, insurance, trustee, and charitable giving guidance in the Seattle area.
Fairview Partners Investment Management LLC
Washington investment management firm offering debt fund management, real estate loan purchasing, and bridge financing origination, including senior secured lending and investment fund management, in the Seattle area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
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- Delaware
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- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
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- Maine
- Maryland
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- New Hampshire
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- New Mexico
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- North Carolina
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- Ohio
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- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →