Top financial advisors in Port Townsend, 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're managing investments or planning for retirement in Port Townsend, WA, understanding how local taxes affect your financial picture is crucial. Many advisors overlook Washington's unique tax landscape, which includes no state income tax on wages but a 7% tax on long-term capital gains above a certain threshold.
- Capital gains awareness. Confirm how the advisor plans around Washington's capital gains tax, not just federal taxes.
- Property and sales tax impact. Ask how they factor in local property and sales taxes when modeling your cash flow.
- Long-term planning focus. Look for advisors who integrate tax considerations into your retirement and investment strategies over many years.
- Experience with local regulations. Ensure they understand Washington's tax rules to avoid surprises in your tax bills.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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William B
Series 63, Series 65
Port Townsend, WA
Olympic Financial Advisors, LLC
William Beezley offers retirement planning and cash flow expertise in Port Townsend, integrating long-term strategies suitable for high-net-worth clients. His firm, Olympic Financial Advisors, combines fundamental issuer analysis with passive asset allocation using index funds and ETFs, serving individuals and nonprofits with a 0.85% AUM fee, distinguishing him from advisors with different investment approaches or client focuses.
Experience: 9 years
Avg account: $1,004,552
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Kathleen S
Series 66
Port Townsend, WA
Edward Jones
Kathleen Schott in Port Townsend, WA, offers wealth management with expertise in tax-loss harvesting and multi-generational wealth transfer, which can help navigate Washington's unique tax environment. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides a range of advisory services under a fiduciary standard with a fee of up to 1.35% annually, distinguishing her from smaller local advisors.
Experience: 2 years
Avg account: $246,728
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Fred F
Series 66
Coupeville, WA
Equitable Advisors
Fred Farris offers retirement and income planning services from Coupeville, WA, near Port Townsend, with a focus on wealth management and independent advice. His firm, Stifel Independent Advisors, serves diverse clients including trusts and municipalities, using proprietary modeling and collaborative planning, which may provide nuanced strategies around Washington's unique tax environment compared to other local advisors.
Experience: 1 year
Avg account: $570,841
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Stephanie G
CFP®, Series 63, Series 65
Port Townsend, WA
Commonwealth Financial Network
Stephanie Gale's 30 years of experience and CFP® certification equip her to navigate Port Townsend's unique tax environment, including capital gains and local taxes. Affiliated with Commonwealth Financial Network, a large firm offering flat-fee consulting and comprehensive wealth management, she combines active portfolio management with tax-loss harvesting, serving clients like founders, executives, and retirees with tailored retirement income strategies.
Experience: 30 years
Avg account: $568,323
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Keith B
Series 63
Port Townsend, WA
LPL Financial
Keith Buchanan's 38 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to navigate Port Townsend's unique tax environment, including Washington's capital gains tax. Operating within LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and retirees, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 39 years
Avg account: $399,489
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