Top financial advisors in Redmond, 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 might 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, which can lead to unexpected tax bills.
- Capital gains tax insight. Confirm how they plan for Washington's specific 7% tax on long-term gains above certain thresholds.
- Federal and state coordination. Ask how they balance federal income tax strategies with state-level taxes like sales and property tax.
- Asset location strategy. Discuss how they recommend holding or selling assets to manage tax exposure effectively.
- Experience with local tax nuances. Ensure they understand that "no state income tax" doesn't mean overall low taxes in Washington.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joshua G
CFP®, Series 65
Lehi, UT
Private Advisory
Joshua Glenn's expertise in income planning and tax strategies for small businesses equips him to address complex tax scenarios, including capital gains considerations relevant to high-net-worth clients. Operating from Draper, UT, he offers flat-fee financial planning and utilizes discretionary, model-driven portfolios with customization options, distinguishing him from advisors focused solely on traditional asset management approaches.
Experience: 3 years
Avg account: $2,296,208
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Daryn D
Series 66
Redmond, WA
Edward Jones
Daryn Debelak at Edward Jones in Redmond, WA, offers expertise in retirement income strategy and estate planning, which can support managing complex tax situations including Washington's capital gains tax. Affiliated with a large firm managing over $1 trillion in assets, he provides a range of investment strategies and a program fee up to 1.35% annually, distinguishing him from advisors with smaller firm resources or different fee structures.
Experience: 1 year
Avg account: $246,728
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Amy B
CFP®, CIMA®
Redmond, WA
Firebrand Wealth Management, LLC
Amy Barnes is well-equipped to address the complex tax landscape in Redmond, WA, with 25 years of experience and a CFP® certification, specializing in equity recipients and sustainable investing. Her independent, flat-fee firm focuses on women in technology and entrepreneurship, offering both hourly and asset-based fees, which distinguishes her from advisors with more traditional fee structures or client bases.
Experience: 25 years
Avg account: $786,511
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David G
Series 63, Series 65
Redmond, WA
Truvista Advisors LLC
David Giannini brings 29 years of experience and holds Series 63 and 65 licenses, making him well-equipped to address complex tax scenarios like Washington's 7% capital gains tax. Operating independently at Truvista Advisors LLC with a 1% AUM fee, he focuses on high-net-worth clients in Redmond, offering personalized strategies distinct from larger firms with broader client bases.
Experience: 30 years
Avg account: $1,116,763
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Gregory W
Series 66
Redmond, WA
J.P. Morgan Securities
Gregory Wasick, based in Redmond, WA, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With 18 years of experience and a Series 66 designation, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking comprehensive strategies within a large institutional framework.
Experience: 19 years
Avg account: $318,381
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