Finance Consultants in Seattle to Watch for in 2025

Seattle Finance Strategists to Know in 2025

Seattle might be known for its coffee, tech scene, and the iconic Space Needle, but beneath the surface, it's also brimming with top-tier finance talent. The Emerald City has seen a wave of financial consultants who are adapting quickly to the modern economy, tech-sector demands, and the financial planning needs of a fast-moving, equity-rich population.

In this guide, Digital Reference presents its curated list of Finance Consultants in Seattle to Watch for in 2025. These professionals range from solo operators blazing their trails to established voices within respected firms. Each name on this list stands out for their strategic thinking, industry contributions, and client-first approaches.

Our Methodology: How We Selected These Finance Leaders

At Digital Reference, we don’t just skim the surface. To select the standout financial consultants in the Seattle area, we considered:

• Local market presence and reputation
• Thought leadership in publications or conferences
• Community engagement and cultural competency
• Innovation in digital tools or client service models
• Real-world testimonials and case studies

We also focused on professionals operating within the Seattle-Tacoma-Bellevue metro area, including Bellevue, Redmond, Kirkland, and beyond. Whether you're a startup employee looking to optimize your stock options or a family planning your next big move, the names below offer real value.

Riley Poppy

ignitefinancialplanning.com | LinkedIn

Founder of Ignite Financial Planning, Riley Poppy is a CFP® pro who's helping younger professionals and entrepreneurs feel confident about their financial journey. Based in Seattle, Riley's firm focuses on modern, fee-only financial planning with an accessible, down-to-earth tone.

💡 Why Riley deserves the spotlight:

• 🏠 Specializes in helping early-career professionals build long-term wealth
• 🤝 Offers virtual planning meetings that meet busy clients where they are
• 🌟 Transparent, flat-fee structure (no product sales!)
• 🌐 Strong blog presence that demystifies personal finance concepts for everyday readers

If you're a tech worker, entrepreneur, or just someone looking to get clarity without the jargon, Riley is one to know.

Larry Hood

pacific-portfolio.com | LinkedIn

With decades of experience in the Seattle finance world, Larry Hood brings a deep understanding of investment management, especially for retirees and business owners. As a Director at Pacific Portfolio Consulting, he helps clients integrate wealth management with broader life goals.

💡 Larry's defining features:

• 💼 Focus on comprehensive wealth strategy, estate planning, and retirement readiness
• 💡 Works with multi-generational families on legacy building
• ⚖️ Strong compliance, fiduciary, and ethical standards
• 🏛️ Deep ties to the Pacific Northwest financial ecosystem

Larry's approach is methodical, experienced, and rooted in building lasting financial strength across generations.

Gary F. Jeweler

evolvefinancial.org | LinkedIn

Gary Jeweler of Evolve Financial has spent years working on education-focused financial advising, especially for those historically underserved by the wealth management industry. His work includes youth financial literacy programs, nonprofit collaboration, and family-focused financial planning.

💡 Why Gary is a standout in Seattle:

• 🔬 Uses behavioral finance tools to help clients reshape money mindsets
• 🎓 Active in financial literacy workshops and coaching
• 🌟 Works with teachers, nonprofits, and first-generation professionals
• 🤝 Builds values-based planning that reflects clients' life missions

Gary stands out as a financial consultant with a heart. His work proves that wealth isn't just numbers—it's empowerment.

Dave Welty

avieradvisors.com | LinkedIn

Dave Welty is a Senior Financial Advisor at Avier Wealth Advisors, working primarily with tech professionals navigating the complex world of equity compensation.

💡 Here’s what makes Dave a Seattle must-know:

• 📈 Specializes in stock options, RSUs, and ESPP optimization
• 🚀 Helps tech employees plan for IPOs and liquidity events
• ⌚ Strategic, patient approach that meets clients at every stage of growth
• 💬 Offers robust educational content for DIY-minded planners

Whether you're prepping for a major equity payout or just learning the ropes of tech comp, Dave is the steady hand you want guiding your strategy.

Jeremy Rainwater

altitudefinancialmgmt.com | LinkedIn

As a Managing Partner at Altitude Financial Management, Jeremy Rainwater offers a unique blend of risk management, insurance expertise, and retirement planning. His career spans over 20 years and includes helping high-earning individuals prepare for life's curveballs.

💡 Why Jeremy caught our eye:

• 🧰 Deep insurance and retirement income strategy background
• 🏦 Works with business owners and families planning for resilience
• 🧩 Holder of multiple certifications (CLF®, FSCP®, LUTCF®, RICP®)
• 🚧 Puts a heavy focus on long-term stability and protection planning

For clients with complex risk or legacy planning needs, Jeremy is a resource-rich guide through it all.

Seattle's Financial Future Starts Here

The financial consultants shaping Seattle in 2025 reflect the best of what the region has to offer: smart, personalized, values-driven advising. Whether you're part of the booming tech sector, planning for retirement, or mapping out a legacy, the professionals featured here bring something powerful to the table.

Want more curated guides like this one? Explore:

• What are Finance & Accounting Consultants 
• Finance Consultants in NYC to Watch
• How to Hire Financial Consultants

At Digital Reference, we believe finding the right consultant isn’t about credentials alone—it’s about fit, vision, and communication. Our mission is to help you discover advisors who don’t just know the markets—they know you.