Top financial advisors in Oak Harbor, 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 or assets that could trigger Washington's 7% capital gains tax, you need an advisor who understands how to navigate these rules alongside federal taxes. A common mistake is overlooking the impact of state capital gains tax when planning asset sales or investment strategies.
- Capital gains tax insight. Confirm how they integrate Washington's unique tax on long-term gains into your financial plan.
- Federal and state coordination. Ask how they balance federal income tax strategies with state-level taxes like sales and property tax.
- Asset sale timing. Inquire about their approach to timing sales or conversions to minimize combined tax burdens.
- Local market knowledge. See if they consider Oak Harbor's economic factors that might affect your investment and tax planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael H
Series 66
Oak Harbor, WA
TCFG Investment Advisors, LLC
Michael Herlevi in Oak Harbor, WA, offers expertise in options and derivatives strategies alongside active portfolio management, which can help navigate complex tax scenarios like Washington's capital gains tax. His firm, TCFG Investment Advisors, serves diverse clients including high-net-worth individuals and uses both discretionary and non-discretionary management, with flexible flat-fee options that differentiate him from others in the area.
Experience: 8 years
Avg account: $273,955
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Andrew L
CFP®, Series 66
Oak Harbor, WA
LPL Financial
Andrew Lee in Oak Harbor, WA, offers expertise in wealth management and tax-loss harvesting, which can help navigate Washington's capital gains tax alongside federal taxes. Affiliated with LPL Financial, a large firm serving diverse clients, he provides flat-fee financial planning and has five years of industry experience, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 5 years
Avg account: $399,489
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Cynthia C
Series 63, Series 65, Series 66
Oak Harbor, WA
Edward Jones
Cynthia Casey's 28 years of experience and Series 63, 65, and 66 licenses equip her to address complex tax considerations, including Washington's capital gains tax, within retirement and wealth management strategies. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive approach with a program fee up to 1.35% annually, distinguishing her through extensive resources and a broad client service network in Oak Harbor.
Experience: 29 years
Avg account: $246,728
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Leonard R
Series 66
Oak Harbor, WA
Merrill
Leonard Radziwanowicz offers expertise in wealth management and retirement income strategy, with over 23 years of experience and a strong focus on tax-efficient wealth transfer, which is crucial for navigating Washington's capital gains tax. As a seasoned advisor at Merrill, a large firm, he serves affluent clients including executives and business owners, employing a goals-based approach and coordinating with tax and legal professionals to optimize financial outcomes.
Experience: 23 years
Avg account: $860,085
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Michael M
Series 63, Series 65
Oak Harbor, WA
Peak Investments
Michael Moore offers expertise in tax strategies for small businesses and wealth management, which is valuable for navigating Washington's capital gains tax alongside federal taxes. His independent status, six years of experience, and focus on discretionary portfolio management at Peak Investments differentiate him by providing personalized planning for individuals and small businesses in Oak Harbor.
Experience: 7 years
Avg account: $909,438
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