Top financial advisors in Ellensburg, 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're managing investments or planning for retirement in Ellensburg, WA, understanding how local taxes affect your financial decisions is crucial. Many advisors overlook the state's unique tax landscape, which can lead to unexpected tax bills.
- Washington's tax nuances. Confirm how the advisor navigates the 7% capital gains tax on long-term investments, alongside federal taxes.
- Holistic tax planning. Look for advisors who consider sales and property taxes in your overall financial strategy, not just income taxes.
- Experience with local regulations. Ask how they stay updated on Washington's tax changes and their impact on your portfolio.
- Customized investment approach. Ensure they tailor strategies to your specific tax situation, avoiding one-size-fits-all advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mark O
Series 63, Series 65
Ellensburg, WA
RBC Capital Markets
Mark Oneil's 34 years of experience and Series 63 and 65 credentials equip him to navigate Ellensburg's unique tax landscape, including capital gains and property taxes. At RBC Capital Markets, he offers tailored investment strategies with tax management and alternative investments, supported by a large firm's resources and occasional flat-fee options, distinguishing him from advisors with less firm backing or fee flexibility.
Experience: 34 years
Avg account: $1,017,425
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Brian L
CFP®, Series 63
Ellensburg, WA
Ameriprise
Brian Leinbach specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Ellensburg, WA. With 28 years of experience at Ameriprise, a large firm known for detailed tax-efficient withdrawal strategies and a 0.15% AUM fee, he offers comprehensive planning that integrates local tax considerations and diverse financial solutions.
Experience: 28 years
Avg account: $471,167
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David F
Series 66
Ellensburg, WA
Edward Jones
David Fiske in Ellensburg, WA, offers expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer, supported by 12 years of experience and a Series 66 designation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs and a broad network, differentiating him from advisors at smaller firms.
Experience: 12 years
Avg account: $246,728
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Aaron B
Series 65
Ellensburg, WA
Seek First Inc.
Aaron Beeson in Ellensburg, WA, specializes in general tax planning and wealth management, with a focus on retirement plans for business owners and estate guidance, making him well-suited to navigate Washington's unique tax landscape. As an independent advisor serving high-net-worth clients, he offers a bundled consulting program that integrates accounting, legal, and insurance services, charging 1.50% AUM fees and $300 hourly for select planning services.
Experience: 5 years
Avg account: $2,917,647
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Isaac S
Series 66
Ellensburg, WA
Cetera
Isaac Sullivan's 11 years of experience and Series 66 designation equip him to address Ellensburg's unique tax landscape, including Washington's capital gains tax and holistic tax planning. Operating within Cetera, a large firm offering flat-fee and negotiated hourly consulting, he serves high earners and those approaching retirement, differentiating himself with expertise in tax-loss harvesting and retirement plans for business owners.
Experience: 12 years
Avg account: $306,089
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