Connect with Top-Rated Financial Planners in Bellingham!

Green Energy Experts offers a comprehensive suite of funding solutions for most for-profit and non-profit sectors. With 30 years of project finance experience, we specialize in financing commercial renewable energy projects, such as solar, wind, and waste-to-energy projects. Our goal is to provide professional and effective business solutions that meet your needs. We also offer energy procurement services, utility bill auditing, and operating expense reduction services. Our expert team will work with you to reduce your operating costs, meet your sustainability goals, and go green.

Trail Financial Planning, LLC is a fee-only financial planning and investment management firm located in Bellingham, WA, specializing in working with individuals who care about their values, people, and money. We help clients align their finances with their values, including those in the helping professions such as therapists, firefighters, teachers, and medical professionals. Our expert planners, John and Liz, are fiduciaries to their clients and offer personalized services to help individuals create a cohesive financial strategy. With a focus on supporting families, relationships, community, and the natural world, we help our clients achieve their financial goals and enjoy a better quality of life.

Skyline Advisors offers comprehensive financial planning and investment portfolio management services, providing high-touch and personal client service, financial planning, and investment advice. As a fiduciary, we operate under a limited authority to act in optimum good faith and due loyalty, ensuring our clients' best interests are always served. We believe in minimizing investment expenses and aligning values with investments. Our team is dedicated to providing financial advice and discipline in a complex and ever-changing economic landscape.

WealthMark, LLC. is a registered investment advisor based in Bellingham, Washington. Our firm focuses on global-macro, balanced risk investing. We love what we do and take great pride in offering clients a unique array of services aimed at improving each individual's financial journey.

Salish Wealth Management is a full-service financial firm that is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized portfolio management strategy and walk alongside of you as those goals are accomplished. We specialize in asset allocation designed to match your comprehensive retirement plan. We offer a variety of alternative investments that allow further diversification based on your risk preferences. We believe clients choose us because we fulfill this need, with many of our clients telling us they know we make decisions with their needs in mind.