Michelet Financial brings Fortune-500 financial discipline to Seattle families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Seattle's tech professionals carry heavy equity comp (RSUs, ESPP) and benefit most from coordinating those decisions with a tax-aware investment plan.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Seattle investors and King County.
Comprehensive planning for Seattle households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Seattle professionals and owners preparing for the next chapter.
From Bellevue engineers to Ballard founders, Seattle clients value our fee-transparent, tax-coordinated approach.
Yes - we work with clients throughout Seattle and the surrounding the Puget Sound region, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Seattle's economy is anchored by Amazon, Microsoft, Boeing, and a deep tech and startup ecosystem. Tech professionals with large RSU positions benefit most from diversification and tax planning.
Washington has no state income tax but does tax capital gains above a threshold, so investment-tax planning matters for Seattle earners. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Seattle, WA clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.
Living and working in Seattle presents a unique set of financial planning challenges that demand a specialized approach. The region's booming tech sector, while creating immense wealth, also brings concentrated equity compensation—stock options, RSUs, and ESPPs—that can leave households dangerously overexposed to a single company's performance. Add in the city's notoriously high cost of living, from soaring real estate prices in Capitol Hill to the ever-increasing rental market in Ballard, and the need for precise tax and cash-flow management becomes critical. Many Seattle professionals also face the "golden handcuffs" dilemma, where leaving a high-paying job means forfeiting unvested equity, making strategic career transitions a core financial planning concern. Without a clear, fee-transparent partner, navigating these local economic currents can lead to missed opportunities and unnecessary tax burdens.
At Michelet Financial (Big Ass Tax Returns), we’ve built our practice around a virtual-first model that is perfectly suited for Seattle’s fast-paced, tech-savvy residents. Remote advisory isn't just a convenience—it's a strategic advantage. Through secure video consultations and a shared digital dashboard, we review your entire financial picture in real-time, from your Amazon or Microsoft RSU schedule to your rental property in Fremont. This approach eliminates the friction of commuting through I-5 traffic and allows us to meet you where you are, whether that’s your home office in West Seattle or a coffee shop in Redmond. Because we are fee-transparent, you never have to worry about hidden commissions or product pushes. Our virtual structure keeps our overhead low, and we pass those savings directly to you, ensuring you receive high-caliber advice without the inflated costs of a downtown high-rise office.
Our service suite is laser-focused on the financial realities of Seattleites. We provide comprehensive tax strategy that tackles the complexities of Washington State’s lack of income tax—but also its high B&O taxes for business owners—alongside strategies for managing AMT from incentive stock options. Our wealth management services prioritize diversification away from single-stock concentration, building resilient portfolios that can weather the volatility of the tech cycle. For retirement planning, we model scenarios that account for Seattle’s high future living costs, helping you decide between a mega backdoor Roth IRA or a traditional 401(k) rollover. Whether you are a senior engineer at a FAANG company or a small business owner in Pioneer Square, we align your money with your life goals, not just your employer's stock price.
Ready to take control of your financial future without the Seattle premium? Stop overpaying for advice that doesn't understand your equity compensation or local tax landscape. Call Michelet Financial today at (225) 396-5511 to schedule your no-obligation, fee-transparent consultation. Let's build a plan that works as hard as you do.