Top financial advisors in Auburn, 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 are planning to sell assets in Auburn, WA, understanding how state and federal taxes interact is crucial. A common mistake is assuming Washington's lack of state income tax means you can ignore tax planning, which can lead to unexpected capital gains taxes.
- Capital gains tax insight. Confirm how the advisor navigates Washington's 7% tax on long-term capital gains above certain thresholds, alongside federal taxes.
- Sales and property tax impact. Ask how they factor in local sales and property taxes when planning your overall financial strategy.
- Investment timing strategies. Explore how they recommend timing asset sales to manage tax liabilities effectively.
- Experience with local tax nuances. Ensure they understand Washington's unique tax environment, not just general tax rules.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Paul S
Series 63, Series 66
Auburn, WA
Thrivent Investment Management
Paul Sharp's experience with business ownership considerations and his Series 63 and 66 credentials position him to address complex tax implications for asset sales in Auburn, WA. Working at Thrivent Investment Management, a large firm offering dedicated planning and managed-account programs, he provides goal-based analyses that can help navigate local tax nuances compared to advisors from smaller firms.
Experience: 7 years
Avg account: $162,801
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Lucas L
CFP®, Series 63, Series 66
Auburn, WA
Edward Jones
Lucas Ladd's 20 years of experience and CFP® certification equip him to address Auburn's unique tax environment, including Washington's capital gains and property taxes. Working at Edward Jones, a large firm with over $1 trillion in assets, he offers comprehensive retirement and estate planning with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 21 years
Avg account: $246,728
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Jarren M
Series 66
Auburn, WA
Cetera
Jarren Mc Niesh in Auburn, WA, offers expertise in wealth management and tax-loss harvesting, which is vital for navigating Washington's unique capital gains tax environment. His flat-fee and hourly consulting options, combined with experience in retirement plans for business owners and charitable giving, distinguish him within a large firm setting, providing flexible and specialized financial planning for high earners approaching retirement.
Experience: 3 years
Avg account: $306,089
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Ann S
Series 63, Series 65
Auburn, WA
Ameriprise
Ann Scott in Auburn, WA, specializes in retirement income strategy and Social Security optimization, making her well-suited to address tax planning for those approaching retirement. Working with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, she combines 28 years of experience with a 0.15% AUM fee, focusing on clients meeting specific asset thresholds for personalized, tax-efficient retirement planning.
Experience: 28 years
Avg account: $471,167
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Junqing S
Series 66
Auburn, WA
J.P. Morgan Securities
Junqing Sun, based in Auburn, WA, offers wealth management services with a focus on executive and founder/business owner clients, supported by a Series 66 designation and four years of industry experience. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, Junqing charges a 0.30% annual AUM fee, distinguishing them through access to extensive resources and a non-discretionary advisory approach.
Experience: 4 years
Avg account: $318,381
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