McIlrath and Eck is a wealth management firm in Arlington, WA, located at 3325 Smokey Point Dr STE 201. The firm provides client-centered financial planning advice and operates in a fiduciary capacity, putting client interests first without receiving compensation or fees from third parties for referrals. Services include initial consultations, retirement planning, investment management, legacy planning, and Boeing Education Resources. The team also offers tools such as a Retirement Analyzer and Financial Optimizer. They hold a 5.00 rating based on customer reviews.
The firm was formed in 2006 as McIlrath | Eck, LLC, an Independent Registered Investment Advisory firm, by Thor H. McIlrath and Sam K. Eck. Thor H. McIlrath, CFP®, is the Owner and Financial Planner. He has over 20 years of experience as a Financial Advisor, beginning his career in 1992. Before forming his own company, he worked as a Registered Representative at Cambridge Investment Research, where he received recognition as a Leading Financial Planner among his peers. He is the author of “Flight to Financial Freedom.” Sam K. Eck, J.D., is an Attorney at Law who began his legal career in 1971. He has specialized in legacy planning for 18 years, providing practical understanding of legal, financial, and estate tax-related matters. The team also includes Account Support Staff.
Initial consultations typically last 30 to 90 minutes and focus on understanding the client's current financial situation and broader life goals. Advisors review investment assets, insurance policies, real estate, social security income, pensions, and other components of the financial picture. The firm designs personalized investment portfolios to meet personal needs, optimize the risk-reward ratio, and minimize costs. Retirement planning involves analyzing all facets of financial well-being to create strategies for preserving, protecting, and growing assets according to risk tolerance. The firm strives to be transparent about the costs of asset management and financial planning.
McIlrath and Eck holds a 5.00 rating based on customer reviews, reflecting the trust clients place in the firm's fiduciary approach and personalized service. The combination of financial planning expertise and legal knowledge in legacy planning offers a comprehensive foundation for managing wealth.
McIlrath and Eck brings decades of combined financial and legal experience to help Arlington residents navigate their retirement and legacy goals with confidence.
McIlrath and Eck is located on Smokey Point Drive in Arlington, Washington, about a tenth of a mile from the Smokey Point Transit Center and a fifth of a mile from Smokey Point Boulevard.
BizScoreAI gives McIlrath and Eck an Authority score of 75 out of 100, which shows who is behind the business to help search engines recommend it. The firm also has a Technical score of 74 out of 100, meaning the website is secure and easy for search engines to read without errors.
Browse: Businesses in Arlington, WA · Wealth Management in Washington · Businesses in Washington
Read by AI engines 5 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business