Top financial advisors in Longview, 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 have significant investments that might trigger Washington's 7% capital gains tax, you need an advisor who understands how to manage these taxes alongside federal rules. A common mistake is overlooking the state capital gains tax, which can lead to unexpected tax bills.
- Capital gains focus. Confirm how they plan around Washington's unique tax on long-term gains, not just federal taxes.
- Tax timing strategies. Ask how they help schedule asset sales to minimize combined tax impact over multiple years.
- Sales and property tax awareness. Ensure they consider local sales and property taxes as part of your overall financial picture.
- Experience with local regulations. Look for advisors familiar with Washington's tax environment to avoid surprises in your tax planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Malcolm B
Series 63, Series 65
Longview, WA
Edward Jones
Malcolm Beard's 13 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to navigate Washington's capital gains tax complexities. Operating within the large firm Edward Jones, he offers a structured fee of up to 1.35% annually and serves a diverse clientele, providing access to in-house research and tailored investment options that distinguish him from other advisors in Longview.
Experience: 13 years
Avg account: $246,728
-
Roy G
CFP®, Series 66
Longview, WA
LPL Financial
Roy Gawlick, based in Longview, WA, offers expertise in retirement plans for business owners and multi-generational wealth transfer, which can be crucial for managing complex tax situations like Washington's capital gains tax. Affiliated with LPL Financial, a large firm with extensive resources, he provides flat-fee financial planning and has a background that includes seven years at Edward Jones, enhancing his experience in diverse client needs.
Experience: 7 years
Avg account: $399,489
-
James M
Series 63, Series 65
Longview, WA
Calton & Associates, Inc.
James Mershon's 34 years of experience and Series 63 and 65 credentials position him well to navigate Washington's complex tax environment, including capital gains considerations. Operating independently with a flat-fee option, he specializes in wealth management and business exit strategies, serving executives and business owners in Longview, WA, which may offer more tailored planning compared to advisors with less local focus or different fee structures.
Experience: 35 years
Avg account: $286,773
-
Heriberto R
Series 66
Longview, WA
Key Investment Services LLc
Heriberto Regino, based in Longview, WA, works with Key Investment Services LLC, a large firm offering model-driven wrap-fee advisory programs that can address complex tax considerations like Washington's capital gains tax. With expertise in tax-loss harvesting and active portfolio management, he supports diverse clients including trusts and small businesses, differentiating him through a structured, model-based approach and a 1.40% annual advisory fee.
Experience: 1 year
Avg account: $254,267
-
Becky K
Series 66
Longview, WA
Ameriprise
Becky Kienzle in Longview, WA, specializes in retirement income strategy and income planning, with 13 years of experience and a Series 66 designation. Working at Ameriprise, a large firm serving clients with at least $1 million in investable assets, she offers tax-efficiency analysis and a 0.15% AUM fee, distinguishing her through comprehensive retirement-focused services.
Experience: 13 years
Avg account: $471,167
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Longview, WA
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")