Top financial advisors in Richland, 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 Richland, WA, understanding how local taxes affect your financial decisions is crucial. Washington's lack of state income tax on wages might seem like a benefit, but the 7% tax on long-term capital gains above a certain threshold can catch many off guard. Without careful planning, you might overlook how this tax impacts your investment strategies.
- Capital gains awareness. Confirm how the advisor integrates Washington's capital gains tax into your investment plans to avoid unexpected tax bills.
- Federal and state tax coordination. Ask how they balance federal income tax strategies with state-specific taxes like sales and property tax.
- Long-term planning focus. Look for advisors who consider how your tax situation evolves over time, not just immediate tax savings.
- Local market knowledge. Ensure they understand Richland's economic environment and how it influences your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael M
Series 63, Series 65
Richland, WA
Centaurus Financial, Inc.
Michael Marshel's 32 years of experience and Series 63 and 65 licenses equip him to navigate Richland's unique tax environment, including capital gains considerations. As a seasoned advisor at the large firm Centaurus Financial, he offers flexible fee structures and serves a diverse client base, which may provide broader resources compared to smaller local advisors.
Experience: 32 years
Avg account: $213,989
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Erica C
Series 66
Richland, WA
Edward Jones
Erica Clontz, based in Richland, WA, specializes in wealth management and tax-loss harvesting, which are crucial for navigating Washington's unique capital gains tax landscape. With four years of industry experience and support from Edward Jones' extensive network managing over $1 trillion in assets, she offers a large-firm advantage and a comprehensive approach to multi-generational wealth transfer.
Experience: 4 years
Avg account: $246,728
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Joseph C
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Joseph Crowther's 18 years of experience and Series 65 credential equip him to navigate Richland's unique tax landscape, including Washington's capital gains tax, through active portfolio management and tax-loss harvesting. His firm manages $273.7 million for a diverse client base, using a blend of fundamental, technical, and quantitative analysis, which may offer a more analytical approach compared to other local advisors.
Experience: 18 years
Avg account: $544,929
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Crystina N
Series 66
Richland, WA
Ameriprise
Crystina Nguyen specializes in retirement income strategy and Social Security optimization, making her well-suited to help clients in Richland, WA navigate retirement planning amid local tax considerations. Working with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, she provides tax-efficient strategies and detailed recommendation reports, supported by nine years of industry experience and a 0.15% AUM fee structure.
Experience: 9 years
Avg account: $471,167
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Courtney W
Series 66
Richland, WA
LPL Financial
Courtney Wood's 17 years of experience and Series 66 designation equip her to address Richland's unique tax environment, including capital gains considerations, through wealth management and tax-loss harvesting strategies. Affiliated with LPL Financial, a large firm offering flat-fee planning and extensive research support, she serves diverse clients including business owners and retirees, providing a broad range of financial planning and asset management solutions.
Experience: 17 years
Avg account: $399,489
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