Seasoned financial advisors in Kennewick, 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 seasoned financial advisor in Kennewick, WA if you're navigating complex tax situations like Washington's 7% capital gains tax on long-term investments or managing property and sales taxes. Without deep experience, advisors may overlook how these taxes interact with your federal obligations, leading to costly mistakes.
- Tax-aware planning. Confirm how they integrate Washington's capital gains tax with your overall tax strategy, not just federal rules.
- Long-term investment insight. Ask how they help balance growth goals with potential state tax impacts on gains.
- Property and sales tax considerations. See if they factor these into your cash flow and budgeting plans.
- Experience depth. Seasoned advisors here bring decades of local market knowledge that can help you avoid common pitfalls.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dana A
Series 63, Series 65
Kennewick, WA
Cambridge Investment Research Advisors
Dana Allen's 28 years of experience in Kennewick, WA, and expertise in retirement income strategies and business owner retirement plans make her well-equipped to navigate complex tax scenarios like Washington's capital gains tax. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, she serves diverse clients including retirees and executives, providing both financial planning and portfolio management services.
Experience: 28 years
Avg account: $378,281
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Shawn M
Series 63, Series 65
Kennewick, WA
Raymond James Financial
Shawn Murrow's 23 years of experience in Kennewick, WA, and his expertise in retirement planning, business succession, and cash flow budgeting equip him to navigate complex tax scenarios like Washington's capital gains tax. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly fee structures, he serves diverse clients including business owners and retirees, providing collaborative, non-discretionary investment consulting.
Experience: 23 years
Avg account: $700,796
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Daniel A
CFP®, Series 63, Series 65
Kennewick, WA
CWM, LLC
Daniel Adams brings 24 years of experience in Kennewick, WA, with specialties including tax-loss harvesting and retirement income strategy, which are crucial for managing Washington's complex tax environment. His firm, Cwm, LLC, serves a diverse client base with flat-fee financial planning and investment management, offering a large-firm resource advantage compared to smaller local advisors.
Experience: 24 years
Avg account: $875,860
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Ryan S
CFP®, ChFC®, Series 63, Series 66
Kennewick, WA
Ameriprise
Ryan Sullivan's 22 years of experience and CFP® and ChFC® credentials equip him to navigate complex retirement income strategies in Kennewick, including tax-efficient planning that considers Washington's unique tax landscape. Affiliated with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he focuses on clients approaching retirement with significant assets, charging a 0.15% AUM fee, which may suit those seeking integrated, research-driven guidance.
Experience: 22 years
Avg account: $471,167
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Erin S
Series 63, Series 66
Kennewick, WA
LPL Financial
Erin Smith's 23 years of experience in Kennewick, WA, and expertise in wealth management and tax-loss harvesting equip her to navigate complex tax scenarios like Washington's capital gains tax. Working with LPL Financial, a large firm offering flat-fee financial planning, she serves diverse clients including business owners and retirees, providing access to in-house research and broad advisory services.
Experience: 24 years
Avg account: $399,489
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