CNBC's FA 100
HH ranked one of the Top-Rated Financial Advisory Firms on CNBC’s FA 100 from 2019 – 2025
Last received October 2025 based on 12/31/24 data. All prior rankings were published in September or October of each ranking year and were based on 12/31 data of the previous year. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey; however, HH did pay to license the CNBC FA 100 logo.
Planning with a Fiduciary Focus in Bellevue
The Bellevue team works with clients managing career growth, equity compensation, and long-term wealth planning. Our advisors provide structured guidance designed to help clients make informed decisions amid changing markets and personal priorities.
Wealth Advisory and Fiduciary Financial Advisors
Halbert Hargrove’s wealth management office in Bellevue, Washington opened in 2005 to serve our many clients across the region. Our Bellevue, WA team regularly meets with clients both locally and throughout the country to address the investment management, wealth advisory, retirement planning, and tax planning needs of our clients. Our team in Bellevue is dedicated to helping you attain well-lived todays and tomorrows.
Serving Bellevue and Surrounding Areas
If you are located near Bellevue, we encourage you to give us a call to set up a consultation. Our list of services ranges from investing and tax planning to retirement and life-based event planning. We’d love to see how we can work together to help you plan and invest for your everyday needs, big aspirations—and everything in between.
Your Bellevue Financial Team
Explore Our Financial Services in Bellevue
Bellevue Investment Services
Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. Our Bellevue team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals.
Financial Planning in Bellevue
Through meticulous financial planning, our Bellevue team creates a roadmap tailored to your aspirations. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a business.
Retirement Planning in Bellevue
Retirement should be a time of relaxation and fulfillment, not worry. Our Bellevue retirement planning services assist you in planning and preparing for your retirement lifestyle.
Bellevue Tax Planning
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Bellevue tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Estate Planning in Bellevue
Estate planning goes beyond distributing assets; it’s about preserving your legacy and protecting your loved ones. Our Bellevue estate planning services take into consideration your wills, trusts, and beneficiary designations. We want to see your wishes honored and your estate passed on efficiently and effectively.
Bellevue Charitable Gifting Services
Giving back to the community is a rewarding endeavor. Our Bellevue charitable gifting services help you support causes close to your heart while optimizing tax benefits. We assist in structuring charitable donations and implementing strategies that align with your philanthropic goals, leaving a lasting impact on the causes you care about.
Bellevue Family Financial Planning
Families have unique financial dynamics and goals. Our Bellevue family advisory services provide holistic guidance to navigate complex financial decisions. From education funding to intergenerational wealth transfer, we collaborate with families to build a legacy of financial stability and prosperity.
Bellevue Wealth Management
Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Our Bellevue wealth management services integrate investment management, financial planning, and risk management in an attempt to safeguard and enhance your wealth, with the goals of allowing you to focus on what matters most.
More About Bellevue
Halbert Hargrove’s Bellevue office serves clients throughout the Pacific Northwest, supporting professionals and families navigating career growth, equity-based compensation, and long-term financial planning. The team works closely with clients seeking structured guidance in a region known for innovation and economic expansion.
Our Bellevue office works with clients whose financial lives are often shaped by equity compensation, career growth, and rapidly evolving opportunities. We focus on helping them bring clarity and discipline to those moving parts.
— Mark P. Janci, CFP®, CPWA®, AIF®, Regional Director
About the City
- A coastal Southern California city with a diverse economy spanning healthcare, education, logistics, and professional services
- Home to one of the nation’s busiest ports, along with universities, cultural institutions, and established residential communities
- It is famously home to the Queen Mary, Aquarium of the Pacific, and 5.5 miles of beaches.
Frequently Asked Questions
Where is the Halbert Hargrove office located in Bellevue?
The Bellevue office is conveniently located at 10900 NE 8th Street, Suite 1640.
Do I need to live in Bellevue to work with this office?
No. While many clients live in or near Bellevue or the surrounding Seattle area, the team also works with clients in other locations. Meetings may take place virtually or in person, depending on preference.
What financial services are available at the Bellevue office?
Services typically include comprehensive financial planning, retirement planning, investment management, and coordination with tax and estate professionals.
Who does the Bellevue office typically work with?
The Bellevue team works with individuals, families, and business owners who are planning for retirement, managing investments, or navigating complex financial decisions.
How do I schedule a meeting with the Bellevue office?
You can request an introductory meeting using the contact form or phone number listed on this page.
Can I work with a local advisor virtually?
Yes. Clients may meet with advisors virtually or in person, depending on their preference.
SEND US A MESSAGE
"*" indicates required fields