Financial Advisors in Lynnwood, WA

Helping you elevate your financial potential

20700 44th Ave W.

Suite 500

Lynnwood, WA 98036

Driving Directions

THE Lynnwood, wa TEAM

  • A.J. Frega

    Director, Financial Planning

    Lynnwood

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    A.J. Frega
  • Ben Hicks

    Director, Financial Planning

    Kirkland, Lynnwood

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    Ben Hicks
  • Brad Holly

    Director, Financial Planning

    Lynnwood

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    Brad Holly
  • Cameron Fyhrie

    Director, Financial Planning

    Lynnwood

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    Cameron Fyhrie
  • Chris Caposey

    Director, Financial Planning

    Lynnwood

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    Chris Caposey
  • Don Norris

    Director, Financial Planning

    Bellevue, Lynnwood

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    Don Norris
  • Donald Bertrand

    Director, Financial Planning

    Bellevue, Lynnwood

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    Donald Bertrand
  • Doug Custer

    Executive Director, Financial Planning

    Lynnwood

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    Doug Custer
  • Haley Stinson

    Director, Financial Planning

    Lynnwood, Portland, Vancouver

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    Haley Stinson
  • Jared Duran

    Director, Financial Planning

    Bellevue, Lynnwood

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    Jared Duran
  • Lavonne Patterson

    Director, Financial Planning

    Lynnwood, North Bethesda

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    Lavonne Patterson
  • Marcus Dusenbury

    Director, Financial Planning

    Lynnwood

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    Marcus Dusenbury
  • Matt Boelter

    Director, Financial Planning

    Lynnwood

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    Matt Boelter
  • Michael Oldenburg

    Director, Financial Planning

    Bellevue, Federal Way, Lynnwood

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    Michael Oldenburg
  • Taralee Sundberg

    Director, Financial Planning

    Lynnwood, Salt Lake City

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    Taralee Sundberg

 

 

 

 

Meet some of our clients

 

In their own words, clients explain how we've changed their lives.

Working with us in Lynnwood, WA

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Lynnwood is here for you, serving the areas of Seattle, Lynnwood, Everett, Mount Vernon and Bellingham. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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