Top financial advisors in Lacey, 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 Lacey, WA, understanding how state and federal taxes affect your wealth is crucial. A common mistake is overlooking Washington’s 7% tax on long-term capital gains, which can impact your investment decisions.
- Capital gains awareness. Confirm how the advisor integrates Washington’s capital gains tax into your overall tax strategy, not just federal taxes.
- Tax-efficient withdrawal plans. Ask how they balance withdrawals to minimize combined federal and state tax burdens.
- Property and sales tax impact. Discuss how local taxes influence your cash flow and long-term financial goals.
- Experience with local regulations. Ensure they understand Washington’s unique tax environment beyond the absence of state income tax.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John B
Series 63, Series 65
Lacey, WA
LPL Financial
John Baker's 29 years of experience and affiliation with LPL Financial in Lacey, WA, equip him to navigate local tax considerations, including Washington's capital gains tax, for investment and retirement planning. His flat-fee structure and work with a large firm offering diversified advisory programs distinguish him from others, providing access to model portfolios and technology-enabled solutions tailored to various client types.
Experience: 30 years
Avg account: $399,489
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David H
Series 63, Series 65
Lacey, WA
Cetera
David Hoffert's 25 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to address the tax complexities of investing in Lacey, WA, including Washington's capital gains tax. Operating within Cetera, a large firm offering diverse portfolio management and fiduciary solutions, he provides flexible fee structures such as flat fees and hourly consulting, catering to high earners and those approaching retirement.
Experience: 25 years
Avg account: $306,089
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Lisa B
Series 66
Lacey, WA
Edward Jones
Lisa Brager specializes in retirement income strategy and withdrawal plans, making her well-suited to address the tax implications of retirement in Lacey, WA. With 13 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive wealth management approach with a program fee up to 1.35% annually, catering to executives, founders, and retirees.
Experience: 13 years
Avg account: $246,728
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Kurt C
CFP®, Series 63, Series 65
Lacey, WA
Raymond James Financial
Kurt Chase's 26 years of experience and CFP® certification equip him to navigate Lacey's unique tax environment, including Washington's capital gains tax, for retirement income and estate planning. Affiliated with Raymond James Financial, a large firm offering flat-fee planning and serving diverse clients, he combines seasoned expertise with tailored, research-backed strategies, distinguishing him from advisors with smaller firm resources or less comprehensive fee options.
Experience: 26 years
Avg account: $700,796
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Jacob B
Series 65, Series 63
Lacey, WA
Planmember Securities Corporation
Jacob Baker specializes in retirement plans for business owners and retirement income strategies, making him well-suited for managing retirement planning in Lacey, WA. Working at PlanMember Securities Corporation, a large firm with a strategic asset allocation approach, he offers fiduciary services with fees up to 0.50% annually, focusing on risk-managed mutual fund portfolios and education for plan sponsors and participants.
Experience: 4 years
Avg account: $132,363
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