Top financial advisors in Moses Lake, 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 live in Moses Lake, WA, and face decisions about managing your investments or planning for retirement, you need advisors who understand the local tax landscape. Washington's lack of state income tax on wages might seem like a bonus, but the 7% tax on long-term capital gains above certain thresholds can catch you off guard if not planned for carefully.
- Capital gains tax insight. Confirm how they navigate Washington's unique tax on long-term gains to minimize surprises.
- Federal and state tax balance. Ask how they integrate federal tax rules with state-specific taxes like sales and property tax.
- Investment timing strategies. Timing asset sales can affect your tax bill; see how they advise on this in a state with no wage income tax.
- Local market familiarity. Understanding Moses Lake's economic environment helps tailor your financial plan beyond just taxes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cyril B
Series 66
Moses Lake, WA
Equitable Advisors
Cyril Bahadoor offers retirement income strategy and Social Security optimization tailored for Baby Boomers in Moses Lake, WA, addressing local tax nuances like Washington's capital gains tax. Affiliated with Equitable Advisors, a large firm serving high-net-worth clients, he provides flexible fee structures including AUM and hourly rates, supported by a hybrid referral and implementation model that integrates advisory and brokerage services.
Experience: 2 years
Avg account: $570,841
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Matthew M
Series 66
Moses Lake, WA
LPL Financial
Matthew Minter offers expertise in wealth management and retirement plans for business owners, with 14 years of experience in Moses Lake, WA. His flat-fee structure through LPL Financial, a large firm with extensive research support, differentiates him by providing access to broad investment options and specialized tax-loss harvesting strategies tailored to local tax nuances.
Experience: 14 years
Avg account: $399,489
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Shawn L
Series 63, Series 65
Othello, WA
GWN Securities Inc.
Shawn Logan's 42 years of experience and expertise in tax-loss harvesting and retirement withdrawal strategies equip him to navigate Washington's unique capital gains tax landscape effectively. Based in nearby Othello, WA, he offers flexible fee structures including flat and hourly fees through GWN Securities, a large firm known for diverse investment strategies and discretionary managed accounts.
Experience: 42 years
Avg account: $125,430
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Justin A
CFP®, Series 66
Moses Lake, WA
Edward Jones
Justin Ashley's 19 years of experience and CFP® certification equip him to navigate Moses Lake's unique tax environment, especially for retirement income and business exit strategies. As a local business owner and partner in tax-focused entities, he offers practical insights, while Edward Jones' large-firm resources and a program fee up to 1.35% annually provide a broad range of investment solutions compared to smaller firms.
Experience: 19 years
Avg account: $246,728
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Jeffery S
Series 66
Ephrata, WA
J.P. Morgan Securities
Jeffery Sawyer offers wealth management services with 15 years of experience at J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. His expertise includes advising executives and business owners, and his 0.30% annual AUM fee reflects a structured approach. Located near Moses Lake, he combines local market insight with the resources of a major financial institution.
Experience: 16 years
Avg account: $318,381
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