Bellevue Financial Advisor Serving Seattle & the Eastside
At Occidental Asset Management, we deliver fee-only wealth management services for individuals and families throughout the Seattle and greater Eastside areas from our office in Bellevue, Washington.
To find a financial advisor who understands your needs and goals, you may have searched for terms like "best financial advisor Seattle," "fiduciary financial advisor Bellevue," "financial planner near me," "wealth management Seattle," or "fee only financial advisor Seattle.”
Yet choosing the right financial advisor requires more than matching keywords.
The Seattle area and Eastside communities face distinctive wealth management challenges:
Concentrated equity positions from Microsoft, Amazon, and major tech employers
Complex RSU vesting schedules and stock option timing decisions
Washington state's capital gains tax considerations for high earners
Long-term lifestyle choices around remaining in the Seattle region
If you need personalized financial planning tailored to the complexities of the Seattle region, we may be the right fit for you.
As an independent financial advisor in Bellevue, we provide fee-only, fiduciary financial planning, asset management, and retirement planning to Clients across the Pacific Northwest.
We take the time to make a financial plan focused on what matters most to you, then deliver ongoing support to help keep your financial strategy aligned with every dimension of your life.
The Value of Fee-Only, Fiduciary Guidance in Bellevue
Working with a fee-only financial advisor in the Seattle area can help ensure you receive objective guidance without commissions or sales incentives. As fiduciary Financial Advisors serving Clients in Bellevue and beyond, we are legally required to act in your best interest with every recommendation.
This distinction matters in the Seattle region, where tech professionals and high-net-worth residents are frequently targeted with financial products tied to sudden wealth, whether from IPOs, acquisitions, or concentrated positions in Microsoft, Amazon, and other employers.
Our wealth management approach in Bellevue and Seattle is built for Clients who prioritize transparency and objective advice over proprietary products and sales-driven recommendations.
Flexible Meeting Options for Pacific Northwest Clients
We strive to meet Clients on their terms:
In Person
at our Bellevue office
Virtually
whether you're in Seattle, Redmond, or working remotely
By Phone
for continued conversations that fit your schedule
Comprehensive Financial Planning in Bellevue
As a financial planner and investment advisor in Bellevue serving Seattle and the Eastside, we provide wealth management services designed around your objectives.
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Personalized financial planning to help guide you through critical financial decisions, major life transitions, and your long-term objectives as they evolve.
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Evidence-based asset management using diversified strategies to help you navigate market volatility while working toward sustainable long-term growth.
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Retirement planning for Bellevue and the Seattle area to help create a confident retirement, including income distribution strategies, Social Security optimization, and healthcare planning.
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Guidance to help you work within Washington’s tax framework, including capital gains tax planning, equity compensation optimization, and concentrated stock holdings.
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Strategic wealth-building through saving and investment strategies aligned with your objectives, whether that's achieving financial independence or establishing multi-generational wealth.
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Specialized guidance for managing concentration risk, creating liquidity, and maximizing tax efficiency.
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Planning, such as insurance analysis and emergency reserves, to help reduce exposure to unexpected financial challenges.
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Legacy and asset transfer planning designed to take care of those who matter most to you, incorporating Washington state-specific factors and your broader estate objectives.
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Understanding your relationship with money, which can be especially valuable when navigating sudden wealth from tech equity vesting and company acquisitions.
Why Seattle & Eastside Clients Often Choose Our Bellevue Office
Clients may select our Bellevue firm because our focus is on providing:
Fee-only, fiduciary advice with your best interests as our priority
Personalized financial planning that addresses the unique challenges of Seattle and Eastside wealth
Concentration risk management designed for professionals holding significant company equity
Behavioral finance expertise to help you understand the money beliefs that drive your decisions
Coordinated planning with your CPAs, attorneys, and other trusted professionals
Straightforward communication so that you can make informed decisions
Common Concerns of Seattle & Eastside Residents
We build customized strategies based on what matters most to you. Clients often come to us with questions like:
I have significant net worth concentrated in Amazon stock through RSUs and options. How do I diversify this concentration risk while managing Washington's capital gains tax?
I'm being offered an early retirement package from my company. How do I evaluate whether this makes financial sense, and what happens to my deferred compensation and unvested equity?
My company offers both ISO and NSO stock options. What's the difference, and how do I create a tax-efficient exercise strategy that doesn't trigger unnecessary AMT?
I want my investments to align with my values around sustainability and social impact. How can I invest in a way that reflects Pacific Northwest priorities while still achieving the growth I need?
Our Professional Expertise and Credentials
Residents of Seattle and Bellevue seeking comprehensive wealth management may select our firm because our Financial Advisors offer a range of specialized knowledge and experience. Our team includes Advisors with the CERTIFIED FINANCIAL PLANNER® certification, as well as professionals holding MBAs, the Certified Financial Behavior Specialist® (FBS®) designation, and a doctorate in clinical psychology.
This diverse expertise supports our view that sound financial planning in Seattle and Bellevue requires both technical proficiency and insight into how people make financial decisions. We recognize that each Client's relationship with wealth is shaped by personal history and values. When appropriate, we examine how behavioral patterns and underlying attitudes affect financial choices, helping you develop strategies that work with, not against, your natural decision-making style.
From our Bellevue location, our office serves Clients throughout the region, including:
Seattle neighborhoods (Capitol Hill, Queen Anne, Ballard, Fremont, Green Lake, and throughout the city)
Eastside communities (Bellevue, Redmond, Kirkland, Sammamish, Issaquah, and surrounding areas)
Mercer Island and Medina
Northshore communities (Bothell, Woodinville, and beyond)
Seattle & Eastside Communities We Serve
Directions
We're located on 112th Avenue Southeast in Bellevue, easily accessible from I-405, I-90, and SR-520.
Our Office Address
1400 112th Avenue Southeast, Suite 100
Bellevue, WA 98004
(866) 520-4985
team@occidentalasset.com
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Take I-90 E across Lake Washington.
Take exit 11A for 112th Ave SE.
Turn left onto 112th Ave SE.
Our office is at 1400 112th Avenue Southeast, Suite 100.
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Take SR-520 W toward Seattle.
Take the 108th Ave NE exit.
Turn right onto 108th Ave NE.
Turn right onto NE 12th St.
Turn left onto 112th Ave SE.
Our office is at 1400 112th Avenue Southeast, Suite 100.
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Take I-405 N toward Bellevue.
Take exit 12 for SE 8th St.
Turn left onto SE 8th St.
Turn right onto 112th Ave SE.
Our office is at 1400 112th Avenue Southeast, Suite 100.
Our Advisors in the Bellevue Office
Schedule a Call with a Bellevue Financial Advisor
Ready to gain confidence in your financial future? Take the first step toward a personalized strategy that integrates every aspect of your financial life, from your equity compensation and tax planning to your retirement vision and legacy goals. Schedule a call with a Financial Advisor in Bellevue today.