Top wealth management financial advisors in Aberdeen, WA

Paul Grabski is a financial advisor at Twin Harbors Wealth Management LLC with 32 years of industry experience. He has held positions at Twin Harbors since 2020 and previously worked at D.A. Davidson & Co. for 11 years. He holds Series 63 and Series 66 licenses. Twin Harbors Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, churches, corporations, and pension/profit-sharing plans. The firm uses a customized, asset-allocation approach with ETFs, mutual funds, and individual securities, operating as a fiduciary with both discretionary and non-discretionary authority, including ERISA 3(38) plan management and participant education.

Susan Schreiner is a CFP® and Series 65 registered advisor with three years of industry experience. She is the sole advisor at Schreiner Financial Solutions in Aberdeen, WA, where she has provided financial planning since 2023. Prior to this, she has experience working with H&R Block in tax preparation and education roles at Grays Harbor College and Pittsburg State University. Schreiner also offers seasonal tax preparation and audit representation services through her firm. Schreiner Financial Solutions provides fee-only, hourly financial planning and tax preparation services to individuals and small businesses. The firm emphasizes a passive, long-term investment approach with recommendations based on Modern Portfolio Theory, and combines financial planning with in-house tax services by an Enrolled Agent.

Osiel Rivera is a financial advisor at Edward Jones in Aberdeen, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Harbor Physical Therapy and ATI Physical Therapy and was employed at CWU Wildcat Shop. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Edwin Klein is a financial advisor with OSAIC in Aberdeen, WA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes 21 years at D.A. Davidson & Co. and four years at Kestra Private Wealth Services. Klein also maintains an active LLC related to a retail annuity business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms and transitions.

Hunter Larson is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has been with the firm since 2016. Larson is an investor in SHARPE FA, LLC, a non-investment-related entity based in Aberdeen, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.