# Top Strategic Financial Planning Firms in Seattle Recommended Financial Advising & Planning companies in Seattle include Zemax Capital Funding LLC, Canterbury Consulting, NSI Financial and Accounting Services, Orchestration, Browne Tax & Advisory, Cutler Investment Group, Fulcrum Wealth Advisors, Quick BetterBooks, North Star Tax & Accounting, The Tax and Accounting Group. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Strategic Financial Planning Firms in Seattle Ratings Updated: Jul 15, 2026 ### [Zemax Capital Funding LLC](https://clutch.co/profile/zemax-capital-funding) - $75,000+ minimum project size - 10 - 49 employees - Kirkland, WA #### Services Provided - Allocation of Expertise by Percentage - 10% Commercial Brokerage Services - 20% Finance & Accounting Outsourcing (FAO) - 30% Financial Advising & Planning - 20% Insurance Services & Brokers - 20% Business Consulting #### Company description Zemax Capital Funding LLC is a Kirkland, Washington-based Financial Advising & Planning company. Established in 1999, the team offers Financial Advising & Planning and Business Consulting. [Visit Website](http://zemaxcapitalfunding.com/) --- ### [Canterbury Consulting](https://clutch.co/profile/canterbury-consulting) - 50 - 249 employees - Seattle, WA #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Founded in 1988, Canterbury Consulting is a Financial Advising & Planning and Funding & Investment company. The team specializes in Financial Advising & Planning and Funding & Investment. [Visit Website](https://www.canterburyconsulting.com/) #### 50% of employees work in Seattle office Seattle, WA 1200 5th Ave #1725 76 - 100 employees 206-839-9830 [See All Locations (2)](https://clutch.co/profile/canterbury-consulting#location) --- ### [NSI Financial and Accounting Services](https://clutch.co/profile/nsi-financial-accounting-services) - 2 - 9 employees - Bellevue, WA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Digital Asset Management - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Tax Law #### Company description Accounting company NSI Financial and Accounting Services is in Airdrie, Canada and Bellevue, Washington. Launched in 2010, the team offers Accounting and Financial Advising & Planning. [Visit Website](https://nsiaccounting.com/) #### 42% of employees work in Bellevue office Bellevue, WA 2337 148th Avenue Northeast 2 - 5 employees 403-922-5004 [See All Locations (2)](https://clutch.co/profile/nsi-financial-accounting-services#location) --- ### [Orchestration](https://clutch.co/profile/orchestration) - $10,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Seattle, WA #### Services Provided - Allocation of Expertise by Percentage - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 10% Financial Consulting - 50% Fractional CFO Services #### Company description In Seattle, Washington, Orchestration is a Fractional CFO Services company. Established in 2022, the team offers Fractional CFO Services and Finance & Accounting Outsourcing (FAO). [Visit Website](https://www.orstn.com) --- ### [Browne Tax & Advisory](https://clutch.co/profile/browne-tax-advisory) - 2 - 9 employees - Seattle, WA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Accounting and Financial Advising & Planning company Browne Tax & Advisory is based in Seattle, Washington. Their services include Accounting and Financial Advising & Planning. [Visit Website](http://www.browne.tax/) --- ### [Cutler Investment Group](https://clutch.co/profile/cutler-investment-group) - 10 - 49 employees - Seattle, WA #### Services Provided - Allocation of Expertise by Percentage - 30% Commercial Financing - 40% Financial Advising & Planning - 30% Funding & Investment #### Company description Headquartered in Jacksonville, Oregon and Seattle, Washington, Cutler Investment Group is a Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing. [Visit Website](https://www.cutler.com/) #### 50% of employees work in Seattle office Seattle, WA 2470 Westlake Ave. N., Unit 204 6 - 9 employees (206) 624.5863 [See All Locations (2)](https://clutch.co/profile/cutler-investment-group#location) --- ### [Fulcrum Wealth Advisors](https://clutch.co/profile/fulcrum-wealth-advisors) - 2 - 9 employees - Bellevue, WA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Business Valuation Services - 20% Commercial Financing - 30% Financial Advising & Planning - 10% Insurance Services & Brokers #### Company description Located in Bellevue, Washington, Fulcrum Wealth Advisors is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing. [Visit Website](https://www.fulcrumwa.com/) --- ### [Quick BetterBooks](https://clutch.co/profile/quick-betterbooks) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Everett, WA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Quick BetterBooks is an Accounting and Financial Advising & Planning company. Launched in 2014, their team offers Accounting and Financial Advising & Planning. [Visit Website](https://quickbetterbooks.com/) --- ### [North Star Tax & Accounting](https://clutch.co/profile/north-star-tax-accounting) - $1,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees - Snohomish, WA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Business Valuation Services - 25% Financial Advising & Planning - 25% Financial Consulting #### Company description North Star Tax & Accounting is an Accounting company. Their small team is in Snohomish, Washington and Lynden, Washington. Their services include Accounting and Financial Advising & Planning. [Visit Website](https://northstartaxes.com/) --- ### [The Tax and Accounting Group](https://clutch.co/profile/tax-accounting-group) - 2 - 9 employees - Everett, WA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Financial Advising & Planning - 25% Financial Consulting - 25% Fractional CFO Services #### Company description The Tax and Accounting Group is an Accounting company. The team is headquartered in Everett, Washington, and their services include Accounting and Financial Advising & Planning. [Visit Website](https://www.thetaxaccountinggroup.com) --- ### [JL Consulting Group LLC](https://clutch.co/profile/jl-consulting-group) - 2 - 9 employees - Seattle, WA #### Services Provided - Allocation of Expertise by Percentage - 20% Corporate Training & Coaching - 10% Financial Advising & Planning - 10% Financial Consulting - 10% HR Consulting - 20% Business Consulting - 10% Recruiting - 10% Staffing - 10% Web Design #### Company description Business Consulting company JL Consulting Group LLC was founded in 2019. The team provides Business Consulting and Corporate Training & Coaching and is based in Seattle, Washington. [Visit Website](https://www.jlconsultinggroup.net/) --- ### [Sharp Margin](https://clutch.co/profile/sharp-margin) - Freelancer employees - Puyallup, WA #### Services Provided - Allocation of Expertise by Percentage - 20% Digital Strategy - 20% Financial Advising & Planning - 60% Business Consulting #### Company description Sharp Margin is a Business Consulting company. The Puyallup, Washington-based team specializes in Business Consulting and Digital Strategy. [Visit Website](https://www.sharpmargin.com) --- ### [denali](https://clutch.co/profile/denali) #### 4.5 out of 5 star rating (1 reviews) - 2 - 9 employees - Bellevue, WA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 25% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description denali is a financial services company specializing in fractional CFO services for startups, offering accounting, budgeting, and compliance support. Their expertise has accelerated financial processes by 25%, with positive feedback highlighting impressive communication. However, occasional underestimation of task workload is noted. [Visit Website](https://denalifc.com/) #### Unique expertise Clients commend denali for their unique expertise in financial management tailored for startups. One CEO highlighted their fractional CFO services that improved the monthly close process by a week and enhanced financial scalability. The recommendation from an investor and denali's commitment to the client's mission further underscores their specialized knowledge. Overall, sentiment reflects strong satisfaction with denali's expertise, although some clients noted occasional underestimations of task complexity. #### Experience in 1 industry Denali has demonstrated strong expertise in the Software industry, particularly in supporting tech startups with fractional CFO services. Clients highlight their effective financial management, improved budgeting processes, and impactful communication. Overall sentiment is positive, with clients noting denali's commitment to their mission and impressive results, such as faster monthly closes. Potential clients in the tech startup sector may find denali's services particularly beneficial. [Read All Reviews](https://clutch.co/profile/denali?verified=true#reviews) ##### Software Experience Denali has demonstrated significant expertise in providing fractional CFO services to tech startups, showcasing strengths in financial management, budgeting, and compliance support. Clients have noted improvements in financial processes and reporting efficiency, particularly highlighting the team's effective communication. While some clients suggest a need for better workload estimation, overall sentiment remains positive, indicating that Denali is a reliable partner for companies seeking to enhance their financial operations in the Software industry. - 1 review for software industry - $10,000 – $49,000 avg. project cost - Accounting & Fractional CFO for Tech Startup (4.5/5, Oct 18, 2021): denali is a tech startup’s accounting partner. They provide bookkeeping and fractional CFO services, and they advise about budgeting, compliance, and financial planning. They also help during board meetings. [Read Full Review](https://clutch.co/go-to-review/denali/38679) #### 4.0 out of 5.0 rating for cost What Clients Have Said Clients have generally praised denali for its cost-effectiveness, noting that their investment of around $30,000 has resulted in significant improvements in financial processes and reporting efficiency. One client highlighted that denali's services enabled a faster monthly close and a more scalable financial system, affirming that the value received justified the expense. However, there were mentions of occasional underestimations of task complexity, suggesting room for improvement in project scope assessment. [Read All Reviews](https://clutch.co/profile/denali?verified=true#reviews) - $10,000 to $49,000 (1 reviews) #### 1 review from clients near Seattle Review Rating from Clients - 5.0 out of 5.0 - Overall: 4.5 - Quality: 4.5 - Schedule: 4.5 - Cost: 4.0 - Willing to Refer: 5.0 Local clients emphasize denali's proficiency in accounting, financial planning, and board reporting, noting their commitment to startups and effective collaboration. They value the team's expertise in streamlining monthly closes and enhancing financial systems. [Read Local Reviews](https://clutch.co/profile/denali?verified=true#reviews) --- ### [Compliance Services Group, LLC](https://clutch.co/profile/compliance-services-group) - 2 - 9 employees - Olympia, WA #### Services Provided - Allocation of Expertise by Percentage - 80% Compliance Consulting - 20% Financial Advising & Planning #### Company description Compliance Services Group, LLC, a small Compliance Consulting company, is located in Olympia, Washington. The team offers Compliance Consulting and Financial Advising & Planning. [Visit Website](https://complianceservicesgroup.com/) --- ### [RMMC Consulting](https://clutch.co/profile/rmmc-consulting) - $1,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Covington, WA #### Services Provided - Allocation of Expertise by Percentage - 5% Business Valuation Services - 30% Financial Advising & Planning - 5% Logistics & Supply Chain Consulting - 45% Business Consulting - 10% Manufacturing Consulting - 5% Supply Chain Management #### Company description RMMC Consulting is a Business Consulting company. They are headquartered in Covington, Washington. Their team provides Business Consulting. [Visit Website](https://www.rmmcconsulting.com/) --- ### [BakerAvenue Wealth Management](https://clutch.co/profile/bakeravenue-wealth-management) - 10 - 49 employees - Seattle, WA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 50% Financial Advising & Planning #### Company description BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing. [Visit Website](http://www.bakerave.com/) #### 1% of employees work in Seattle office Seattle, WA 600 1st Avenue, 1st Floor employees [See All Locations (5)](https://clutch.co/profile/bakeravenue-wealth-management#location) --- ### [First Pacific Financial](https://clutch.co/profile/first-pacific-financial) - 10 - 49 employees - Seattle, WA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Financial Advising & Planning #### Company description First Pacific Financial is a Commercial Financing and Financial Advising & Planning company. Their services include Commercial Financing. [Visit Website](http://www.fp-financial.com/) #### 1% of employees work in Seattle office Seattle, WA 1730 N. Northlake Way, Suite 3301 employees 206.324.1950 [See All Locations (4)](https://clutch.co/profile/first-pacific-financial#location) --- #### Get personalized agency matches based on your project goals. 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