Top financial advisors in Aberdeen, WA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have significant investments or assets that could trigger Washington's 7% capital gains tax, you need an advisor who understands how to navigate these rules alongside federal taxes. A common mistake is overlooking the impact of state capital gains tax when planning your investment sales or retirement withdrawals.
- Capital gains tax insight. Confirm how they integrate Washington's unique tax on long-term gains into your overall tax strategy.
- Federal and state coordination. Ask how they balance federal income tax planning with state-level sales and property taxes.
- Asset sale timing. Inquire about their approach to timing sales or conversions to minimize combined tax burdens.
- Local market knowledge. See if they consider Aberdeen's economic factors that might affect your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Paul G
Series 63, Series 66
Aberdeen, WA
Twin Harbors Wealth Management LLC
Paul Grabski brings 32 years of experience and holds Series 63 and 66 designations, making him well-equipped to address complex tax strategies including Washington's capital gains tax. As an independent advisor at Twin Harbors Wealth Management in Aberdeen, he offers personalized wealth management, distinguishing himself with deep local knowledge and a seasoned approach compared to other advisors in the area.
Experience: 33 years
Avg account: $784,860
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Susan S
CFP®, Series 65
Aberdeen, WA
Schreiner Financial Solutions
Susan Schreiner offers expertise in business ownership considerations and cash flow budgeting, which can help navigate Washington's capital gains tax alongside federal taxes. Her fee-only, hourly structure and long-term, passive investment approach with low-cost index funds distinguish her from others, while her combined financial planning and tax preparation services provide a comprehensive local solution in Aberdeen, WA.
Experience: 3 years
Avg account: $0
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Osiel R
Series 66
Aberdeen, WA
Edward Jones
Osiel Rivera at Edward Jones in Aberdeen, WA, offers expertise in retirement income strategy and wealth management, which can help navigate Washington's capital gains tax alongside federal taxes. With three years of experience and access to a large firm's resources managing over $1 trillion in assets, he provides a structured approach with an annual program fee up to 1.35%, suitable for clients seeking comprehensive wealth solutions.
Experience: 3 years
Avg account: $246,728
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Edwin K
Series 63, Series 65
Aberdeen, WA
OSAIC
Edwin Klein's 43 years of experience and Series 63 and 65 licenses equip him to address complex tax considerations, including Washington's capital gains tax, for clients in Aberdeen, WA. Operating within OSAIC, a large SEC-registered firm with a technology-driven investment process, he offers flat-fee financial planning and serves a diverse clientele, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 44 years
Avg account: $398,336
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Hunter L
Series 63, Series 65
Aberdeen, WA
D.A. DAVIDSON & Co.
Hunter Larson's decade of experience and Series 63 and 65 licenses equip him to address complex tax strategies relevant to Aberdeen investors facing Washington's capital gains tax. Working at D.A. Davidson & Co., a large firm offering ERISA retirement plan advisory and comprehensive financial planning, he serves high earners and established professionals, blending qualitative and quantitative analysis to tailor investment approaches.
Experience: 11 years
Avg account: $552,040
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