Fee-Only Financial Advisor in Bellevue, WA
Coordinated Investment Management for Bellevue Tech Professionals
Start Delegating This
Bellevue is home to many high-income technology professionals whose compensation includes RSUs, ESPP shares, stock options, performance bonuses, and multiple retirement plans accumulated over time.
That structure can build wealth quickly. It can also create:
- Significant single-stock concentration
- Tax volatility tied to vesting schedules
- Misalignment between retirement accounts and taxable investments
- Cash flow swings during high-income years
Unleashed Financial provides ongoing, fee-only investment management and financial planning for Bellevue households who want structure, risk alignment, and accountability.
This is not one-time advice. It is a long-term advisory relationship.
The Financial Complexity We See in Bellevue
Many Bellevue-based professionals face:
- Large single-stock exposure from employer RSUs
- Multiple brokerage accounts accumulated over job changes
- 401(k) plans that don’t align with taxable investments
- Equity vesting that drives large annual tax bills
- Competing priorities such as real estate, retirement, and college funding
When income rises quickly, financial structure often lags behind.
Our role is to coordinate the full system so decisions are deliberate rather than reactive.
Investment Management Built Around Equity Compensation
Traditional portfolio advice often ignores employer stock.
We start with the full picture:
- Evaluating total exposure to employer equity
- Setting concentration thresholds
- Designing tax-aware selling strategies
- Coordinating retirement accounts with brokerage holdings
- Aligning allocation decisions with long-term planning goals
From there, we design a coordinated investment strategy that integrates employer equity with retirement and brokerage accounts, as well as cash management.
Learn more about our Investment Management process.
A Fee-Only Fiduciary Serving Bellevue and the Eastside
Unleashed Financial LLC is a fee-only Registered Investment Advisor serving Bellevue, Kirkland, Redmond, Seattle, and the greater Eastside.
We operate as a fiduciary and are compensated directly by clients. We do not sell products and do not receive commissions.
Most meetings are held virtually, which allows flexibility for professionals balancing demanding work schedules.
What Working With Us Looks Like
Clients typically receive:
- Ongoing investment management
- Quarterly planning conversations
- Risk management across all accounts
- Implementation support when decisions need to be executed
- Coordination between equity compensation and long-term planning
The objective is clarity, structure, and disciplined execution.
Who This Is Designed For
We typically work with:
- Tech professionals with substantial equity compensation
- Dual-income households with growing assets
- Individuals seeking coordinated investment management
- Clients who prefer delegation over monitoring multiple accounts themselves
This is likely not a fit if you are seeking:
- One-time portfolio reviews
- Commission-based insurance or product sales
- Short-term trading strategies
Frequently Asked Questions
Do you meet clients in Bellevue?
We serve clients throughout Bellevue and the Eastside. Most meetings are held virtually.
Do you work with professionals who receive RSUs or stock options?
Yes. Many clients receive equity-based compensation and want structured, tax-aware coordination.
Are you a fiduciary financial advisor?
Yes. As a Registered Investment Advisor, we operate under a fiduciary standard.
Schedule a Consultation
If you’re searching for a financial advisor in Bellevue, WA, and want a structured approach to managing equity compensation and long-term investments, the next step is a conversation.
We’ll discuss:
- Your current allocation and equity exposure
- Tax sensitivity around vesting
- Planning priorities
- Whether our advisory structure aligns with your needs
Start Delegating This
See If We’re a Fit