Top financial advisors in Everett, 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.
You might seek a financial advisor in Everett, WA when you're navigating complex tax situations like the state's 7% capital gains tax on long-term investments or planning around federal income tax and property taxes. A common mistake is assuming Washington's lack of state income tax means you can ignore other tax impacts on your investments and spending.
- Capital gains insight. Confirm how they incorporate Washington's specific capital gains tax into your investment planning.
- Tax interplay understanding. Ask how they balance federal taxes with local sales and property taxes to optimize your overall tax burden.
- Experience with local regulations. Look for advisors familiar with Washington's unique tax environment, not just general tax strategies.
- Holistic financial view. Ensure they consider your entire financial picture, including non-income taxes, to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sean G
Series 66
Everett, WA
Elderrock Financial LLC
Sean George in Everett, WA, offers expertise in equity compensation tax strategy and retirement income planning, which is valuable for navigating Washington's unique tax environment. With 11 years of experience and an independent fee structure including a 1.50% AUM fee and negotiable hourly rates, he combines portfolio management with comprehensive financial planning, distinguishing him from advisors focused solely on investment management.
Experience: 11 years
Avg account: $469,837
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Michael S
Series 66
Everett, WA
Focus Advisory, LLC
Michael Smith in Everett, WA, offers expertise in options and derivatives strategies alongside active portfolio and wealth management, suitable for navigating complex tax scenarios like Washington's capital gains tax. As an independent advisor with 21 years of experience managing $32.6 million for high-net-worth clients, he uses a global asset management approach blending macroeconomic analysis with mutual funds and technical insights, differentiating him from others by his focused, personalized service.
Experience: 21 years
Avg account: $1,722,727
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Eric H
Series 66
Everett, WA
Edward Jones
Eric Higgins in Everett, WA, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help navigate Washington's unique capital gains tax. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a range of advisory programs with fees up to 1.35% annually, suitable for clients seeking comprehensive services from an experienced advisor with 12 years in the industry.
Experience: 12 years
Avg account: $246,728
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Ross R
Series 63, Series 65
Everett, WA
OSAIC
Ross Rettenmier's 31 years of experience and Series 63 and 65 licenses equip him to navigate Everett's complex tax landscape, including Washington's capital gains tax. Operating within OSAIC, a large SEC-registered firm, he offers flat-fee financial planning and serves diverse clients, blending risk tolerance and portfolio optimization to address both local and federal tax considerations effectively.
Experience: 31 years
Avg account: $398,336
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John O
Series 63, Series 65
Everett, WA
LPL Financial
John Ochsner's 36 years of experience and expertise in tax-loss harvesting and retirement plans for business owners make him well-equipped to navigate Everett's complex tax environment, including Washington's capital gains tax. Operating within LPL Financial, a large firm offering flat-fee financial planning and diverse portfolio management, he serves a broad client base, providing access to in-house research and tailored investment strategies.
Experience: 36 years
Avg account: $399,489
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