Top financial advisors in Olympia, 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 state capital gains tax threshold, which can lead to unexpected tax bills.
- Capital gains tax insight. Confirm how they plan around Washington's specific 7% tax on long-term gains above the threshold.
- Federal and state coordination. Ask how they balance federal income tax strategies with state-level sales and property taxes.
- Asset timing strategies. Inquire about their approach to timing asset sales to minimize combined tax impact.
- Local market knowledge. See if they consider Olympia's property tax environment when advising on real estate investments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kristen S
CFP®, ChFC®, Series 63
Olympia, WA
Ameriprise
Kristen Salt's extensive 32 years of experience and CFP® certification equip her to address complex retirement income strategies, including managing tax implications relevant to Olympia, WA. Working with Ameriprise, a large firm known for combining algorithmic automation with research-driven strategies, she serves clients typically holding over $1 million in investable assets, offering a 0.15% AUM fee and a focus on those approaching retirement.
Experience: 33 years
Avg account: $471,167
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Colleen G
Series 63, Series 65
Olympia, WA
Sawston Wealth Management LLC
Colleen Gillespie's 21 years of experience and Series 63 and 65 licenses equip her to address complex tax scenarios like Washington's 7% capital gains tax, especially with her expertise in real estate investing. At Sawston Wealth Management, she offers a hybrid investment approach and serves diverse clients including pension plans, which may provide broader strategic insights compared to advisors focusing solely on individual portfolios.
Experience: 22 years
Avg account: $395,888
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Tatum S
CFA®
Tacoma, WA
Independent Financial partners
Tatum Steele's expertise in retirement income strategy and tax-loss harvesting can help manage the complexities of Washington's capital gains tax alongside federal taxes. Operating within a large firm and offering flat-fee financial planning services, Steele brings a team-based approach and CFA® credentials, distinguishing from others by combining specialized tax strategies with flexible fee options.
Experience: 0 years
Avg account: $225,569
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Laurence E
Series 66
Olympia, WA
Edward Jones
Laurence Evoy's 15 years of experience at Edward Jones in Olympia, WA, equip him to address complex tax scenarios, including Washington's capital gains tax, through wealth management and tax-loss harvesting strategies. His affiliation with a large firm managing over $1 trillion in assets offers access to diverse investment approaches, distinguishing him from advisors at smaller local firms.
Experience: 16 years
Avg account: $246,728
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Todd S
Series 63, Series 66
Olympia, WA
LPL Financial
Todd Shobert's 34 years of experience and expertise in tax-loss harvesting and wealth management equip him to address Washington's 7% capital gains tax alongside federal tax strategies. Operating through LPL Financial, a large firm offering flat-fee planning and diverse investment options, he serves a broad client base including high-net-worth households, which may provide more comprehensive resources compared to smaller local advisors.
Experience: 34 years
Avg account: $399,489
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