Top financial advisors in Othello, 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 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 focusing only on federal taxes and overlooking state capital gains, sales, or property taxes that can affect your net returns.
- Capital gains tax insight. Confirm how they plan around Washington's specific 7% tax on long-term gains above certain thresholds.
- Holistic tax approach. Ask how they balance federal income tax with state sales and property taxes in your overall strategy.
- Investment timing. Inquire about their approach to timing asset sales to minimize combined tax impact.
- Local market knowledge. See if they understand Othello's economic factors that influence investment opportunities and risks.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stephen A
CFP®, Series 63
Othello, WA
LPL Financial
Stephen Ashton, based in Othello, WA, offers expertise in wealth management and tax-loss harvesting, which can help navigate Washington's 7% capital gains tax alongside federal rules. As a CFP®-certified advisor with 24 years of experience at LPL Financial, he provides flat-fee financial planning and serves a diverse client base, combining advisory services with insurance and annuities for comprehensive support.
Experience: 25 years
Avg account: $399,489
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Cyril B
Series 66
Moses Lake, WA
Equitable Advisors
Cyril Bahadoor, based in Moses Lake, WA, may assist with managing Washington's capital gains tax through his affiliation with Equitable Advisors, a large firm offering comprehensive financial planning and asset management services. With a focus on retirement income strategy and Social Security optimization, he serves high-net-worth Baby Boomer clients, providing flexible fee structures including AUM and hourly options.
Experience: 2 years
Avg account: $570,841
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Tony A
Series 63, Series 65
Othello, WA
Strategic Financial Concepts, LLC
Tony Ashton offers 27 years of experience in Othello, WA, with expertise in cash flow and options strategies, suitable for managing complex tax scenarios like Washington's capital gains tax. His firm uses discretionary portfolio management with fundamental and technical analysis, providing flat-fee and hourly options, which may appeal to clients seeking flexible fee structures and a blend of investment and financial planning services.
Experience: 27 years
Avg account: $204,390
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Shane H
Series 66
Moses Lake, WA
Edward Jones
Shane Hoff Williams offers wealth management and tax-loss harvesting expertise, which can help address Washington's 7% capital gains tax alongside federal rules. Based in nearby Moses Lake, WA, he brings 14 years of experience with Edward Jones, a large firm managing over $1 trillion in assets, and charges up to 1.35% annually, providing access to extensive resources and multi-generational wealth transfer strategies.
Experience: 14 years
Avg account: $246,728
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Shawn L
Series 63, Series 65
Othello, WA
GWN Securities Inc.
Shawn Logan's 42 years of experience and leadership roles in Othello provide deep local market insight crucial for managing Washington's 7% capital gains tax alongside federal rules. His firm, GWN Securities, offers a variety of fee structures including flat and hourly fees, and employs diverse investment strategies such as active portfolio management and tax-loss harvesting, distinguishing him from other advisors in the area.
Experience: 42 years
Avg account: $125,430
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