Independent Fee-Based Financial Planning


At Atkinson Wealth Strategies, we specialize in independent, fee-based financial planning. Our commitment is to provide transparent and client-centric financial services that prioritize your unique needs and goals. As an independent firm, we have the flexibility to offer objective advice and tailor our services solely to your best interests, free from the constraints of proprietary products. Our fee-based model ensures that our compensation is directly aligned with your financial success, fostering a relationship built on trust and transparency. Whether you're seeking retirement planning, investment strategies, or comprehensive financial guidance, our dedicated team is here to deliver personalized solutions that empower you on your financial journey.

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Our Location

11900 NE 1st St, Suite 300
Bellevue, Washington 98005

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Greater Kirkland Chamber of Commerce
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Greater Kirkland Chamber of Commerce

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