Top financial advisors in Port Angeles, 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 focusing only on federal taxes and overlooking state capital gains and property tax impacts.
- Capital gains tax insight. Confirm how they plan around Washington's unique tax on long-term gains, not just federal income tax.
- Sales and property tax awareness. Ask how they factor these into your overall financial picture, since Washington relies heavily on these taxes.
- Investment timing strategies. See if they help you time asset sales to minimize combined tax burdens.
- Local market knowledge. Advisors familiar with Port Angeles can better navigate regional economic factors affecting your investments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nathan R
Series 66
Port Angeles, WA
LPL Financial
Nathan Richardson Jr. offers expertise in wealth management and tax-loss harvesting, which can help address Washington's unique capital gains tax challenges for investors in Port Angeles. His 25 years of experience, flat-fee structure, and affiliation with the large firm LPL Financial provide a blend of seasoned guidance and diverse investment solutions compared to other local advisors.
Experience: 25 years
Avg account: $399,489
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Samuel C
Series 66
Port Angeles, WA
Fidelity
Samuel Christensen in Port Angeles offers expertise in active portfolio management and charitable giving, supported by his Series 66 credential and three years of experience. Working with Fidelity, a large firm known for combining fundamental research and quantitative analysis, he provides access to sophisticated investment strategies that may help address complex tax considerations unique to Washington state.
Experience: 4 years
Avg account: $234,793
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Robert Z
Series 65
Port Angeles, WA
Upleft Asset Management
Robert Zajkowski offers financial planning and discretionary investment management in Port Angeles, focusing on individualized goal-setting and strategic asset allocation with low-cost mutual funds and ETFs. His flat-fee and hourly fee options, combined with his independent status and experience at Upleft Asset Management managing $54 million for 50 clients, provide a personalized approach compared to other advisors in the area.
Experience: 0 years
Avg account: $1,017,437
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Earl J
Series 63, Series 65, Series 66
Port Angeles, WA
EMP Wealth Management LLC
Earl Johnson's 22 years of experience and Series 63, 65, and 66 licenses equip him to address complex tax considerations relevant to Port Angeles investors, including Washington's capital gains tax. As the sole advisor at independent EMP Wealth Management LLC, he offers personalized wealth management and financial education, distinguishing him from larger firms with less individualized attention.
Experience: 22 years
Avg account: $682,800
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Danielle R
CFP®, Series 63, Series 66
Port Angeles, WA
Edward Jones
Danielle Rivers, a CFP® with 12 years of experience in Port Angeles, WA, is well-equipped to address complex tax considerations including Washington's capital gains tax through her role at Edward Jones, a large firm managing over $1 trillion in assets. Her expertise in retirement income strategy and multi-generational wealth transfer complements her focus on women professionals and medical clients, offering specialized guidance alongside broad investment options with an AUM fee up to 1.35% annually.
Experience: 12 years
Avg account: $246,728
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