Top financial advisors in Juneau, AK
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 live in Juneau and want to manage your finances effectively, you might be considering how to handle federal taxes, property taxes, and the unique Permanent Fund Dividend from Alaska's oil revenues. A common mistake is overlooking how these elements interact, which can lead to unexpected tax bills or missed opportunities.
- Federal tax focus. Since Alaska has no state income tax, ask how advisors prioritize federal tax strategies tailored to your income and investments.
- Property tax planning. Property taxes vary locally; confirm how they incorporate your home's value and local rates into your overall plan.
- Permanent Fund Dividend impact. This annual payment can affect your taxable income; check how advisors factor it into your tax projections.
- Local tax nuances. Some local sales taxes apply; ensure your advisor understands these to avoid surprises in your budget.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kerri W
Series 66
Juneau, AK
Raymond James Financial
Kerri Woodsum in Juneau, AK, offers expertise in retirement income strategy and business exit planning, which can help manage federal tax implications and estate considerations unique to Alaska residents. Affiliated with Raymond James Financial, a large firm providing flat-fee planning and extensive research support, she serves diverse clients including executives and business owners, distinguishing her with a broad network and tailored advisory services.
Experience: 18 years
Avg account: $700,796
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George L
CFP®, Series 65
Juneau, AK
Cresset Asset Management, LLC
George Lujan offers expertise in wealth management and tax-loss harvesting, which is crucial for navigating Juneau's unique tax environment including federal taxes and the Permanent Fund Dividend. His affiliation with Cresset Asset Management, a large firm managing $71.9 billion, provides access to diversified portfolio strategies and private investments, with flexible flat-fee planning options suited for high-net-worth clients.
Experience: 9 years
Avg account: $14,732,716
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Nathan R
Series 66
Juneau, AK
Edward Jones
Nathan Rivas in Juneau, AK, offers expertise in retirement plans for business owners and general estate planning, which can help navigate federal tax strategies and local tax nuances relevant to Alaska residents. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides wealth management with a program fee up to 1.35% annually, distinguishing him through access to extensive resources and a broad advisory network.
Experience: 3 years
Avg account: $246,728
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Zachary K
Series 63, Series 66
Juneau, AK
Merrill
Zachary Kohan offers wealth management services in Juneau, AK, with 17 years of industry experience and professional designations including Series 63 and 66. Affiliated with Merrill, a large firm, he provides access to extensive investment insights, banking, and lending solutions, which may help address federal tax strategies and local tax nuances unique to Alaska residents.
Experience: 17 years
Avg account: $860,085
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Rebecca H
Series 66
Juneau, AK
Raymond James & Associates
Rebecca Hall's experience at Raymond James & Associates equips her to address Juneau's unique tax landscape, including federal tax strategies and local property tax considerations. Her background with major firms and flat-fee structure offers transparent pricing, while her work with diverse clients, including executives and business owners, provides a broad perspective compared to other advisors in the area.
Experience: 9 years
Avg account: $788,879
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