Top financial advisors in Centralia, 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 investments that might trigger Washington's 7% capital gains tax, you need an advisor who understands how to manage this alongside federal taxes. A common mistake is overlooking the state capital gains tax impact, which can lead to unexpected tax bills.
- Capital gains tax insight. Confirm how they plan around Washington's specific tax on long-term gains, not just federal rules.
- Tax timing strategies. Ask how they help schedule asset sales to minimize combined tax burdens over multiple years.
- Sales and property tax awareness. Effective planning considers Washington's sales and property taxes as part of your overall financial picture.
- Experience with local regulations. Ensure they understand Washington's tax environment to avoid surprises in your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Catherine C
Series 63, Series 66
Centralia, WA
Cetera
Catherine Cleveland's expertise in wealth management and tax-loss harvesting, combined with her six years of experience and Series 63 and 66 credentials, equips her to navigate Washington's capital gains tax complexities effectively. Affiliated with Cetera, a large firm offering flat-fee and hourly consulting options, she serves diverse clients including high earners and those approaching retirement, providing flexible fee structures and comprehensive planning services in Centralia, WA.
Experience: 6 years
Avg account: $306,089
-
Kevin S
Series 63, Series 65
Centralia, WA
OSAIC
Kevin Stottlemyre's 34 years of experience and Series 63 and 65 licenses position him well to navigate Washington's complex tax environment, including capital gains tax. Operating within Osaic Wealth, a large firm with a comprehensive investment process and flat-fee options, he serves diverse clients such as individuals and pension plans, offering tailored strategies that consider local tax impacts alongside federal rules.
Experience: 34 years
Avg account: $398,336
-
Steven E
Series 63, Series 65
Centralia, WA
LPL Financial
Steven Elder's extensive 32 years of experience and expertise in tax-loss harvesting and wealth management make him well-equipped to navigate Washington's capital gains tax alongside federal taxes. Operating within LPL Financial, a large firm offering flat-fee financial planning, he serves a diverse clientele including business owners and retirees, providing a broad range of investment solutions supported by in-house research.
Experience: 32 years
Avg account: $399,489
-
William R
Series 63, Series 66
Centralia, WA
Edward Jones
William Radtke's 24 years of experience and expertise in wealth management and tax-loss harvesting position him well to navigate Washington's capital gains tax alongside federal taxes. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with an annual program fee up to 1.35%, serving a diverse client base including executives and business owners in Centralia, WA.
Experience: 25 years
Avg account: $246,728
-
Silas N
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Silas Newkirk, based near Centralia in Chehalis, WA, offers expertise in retirement and income planning with six years of experience, well-suited for managing Washington's unique tax considerations. His firm, Stifel Independent Advisors, serves a diverse clientele including trusts and municipal entities, using a collaborative planning process and proprietary models, which may provide more tailored asset allocation compared to other advisors.
Experience: 6 years
Avg account: $553,528
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Centralia, WA
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")