Nationwide

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 Kirkland is here for you, serving Seattle and the Greater Eastside, including Bellevue, Kirkland, Redmond, Sammamish, Maple Valley and Mercer Island. 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.

Soundmark Wealth Management is a financial planning firm located in Kirkland, WA, offering a range of services including estate planning, retirement planning, tax planning, and insurance evaluation. With a common sense investment approach that is not influenced by Wall Street noise, Soundmark provides globally diversified, tax-efficient, low-cost, and passively managed investment solutions. Committed to helping clients plan their financial future with confidence, Soundmark Wealth Management aims to provide straightforward and personalized financial advice that is tailored to individual needs. Their team of experienced advisors is dedicated to educating clients and guiding them through the complexities of financial planning, ensuring that each client's unique goals and objectives are met.Generated from the website