Seasoned, wealth management 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 wealth management advisor when you're juggling multiple financial goals like saving for retirement, managing investments, and planning for taxes in Washington's unique tax environment. Without focused expertise, it's easy to overlook how state capital gains tax and other local taxes impact your overall strategy.
- Integrated tax planning. Confirm how they incorporate Washington's capital gains tax alongside federal taxes to optimize your portfolio.
- Long-term goal alignment. Ask how they balance immediate needs with future wealth growth, not just short-term gains.
- Experience with local markets. Ensure they understand Kennewick's economic landscape and property tax implications.
- Comprehensive risk management. Discuss how they address risks across investments, taxes, and estate considerations to protect your wealth.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Terrence V
Series 63, Series 65
Austin, TX
Kestra Advisory
Terrence Vause offers seasoned wealth management expertise in Kennewick, WA, with 25 years of experience and specialties including passive and active portfolio management, tax-loss harvesting, and retirement income strategy. Affiliated with Commonwealth Financial Network, a large firm, he provides flexible fee options such as flat fees and hourly consulting, distinguishing him from advisors with more rigid fee structures.
Experience: 25 years
Avg account: $618,892
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Chad O
Series 63, Series 65
Kennewick, WA
Merrill
Chad Orth offers seasoned wealth management expertise in Kennewick, WA, with 26 years of industry experience and a focus on comprehensive, goals-based planning that includes retirement income strategies and estate planning. Affiliated with Merrill, a large firm, he serves mid-career professionals and high earners, charging a 1.10% AUM fee for managed strategies under $2 million, distinguishing him with a holistic approach and local community ties.
Experience: 27 years
Avg account: $860,085
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Erin S
Series 63, Series 66
Kennewick, WA
LPL Financial
Erin Smith's 23 years of experience in wealth management and expertise in tax-loss harvesting and retirement plans for business owners make her well-equipped to navigate Kennewick's unique tax environment. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, she serves a diverse client base including high-net-worth households, providing access to in-house research and comprehensive asset management solutions.
Experience: 24 years
Avg account: $399,489
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Cheryl H
Series 66
Kennewick, WA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Cheryl Hirss offers wealth management expertise in Kennewick, WA, with 21 years of experience and specialties including retirement income strategy and Social Security optimization. Affiliated with United Planners Financial Services of America, a large firm providing diverse client services and an open-architecture platform, she offers flexible fee structures including flat fees and individually negotiated advisory fees, distinguishing her from other seasoned advisors in the area.
Experience: 21 years
Avg account: $410,135
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Rick P
CFP®, Series 66
Kennewick, WA
HFG Advisors, Inc.
Rick Prime's 22 years of experience and CFP® certification equip him to manage wealth effectively in Kennewick, WA, addressing local tax nuances and long-term financial goals. His firm, HFG Advisors, offers a low-cost, passive investment approach with options for socially conscious portfolios, and flexible fee structures including flat fees and ongoing consultations, distinguishing him from other seasoned advisors in the area.
Experience: 22 years
Avg account: $849,522
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