Top financial advisors in Silverdale, 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, which can affect your net returns.
- Capital gains tax insight. Confirm the advisor knows how Washington's tax applies to your investments and can plan around the annual thresholds.
- Federal and state coordination. Ask how they balance federal income tax strategies with Washington's unique tax landscape.
- Property and sales tax impact. These taxes can influence your overall financial picture; see how the advisor incorporates them into your plan.
- Investment timing strategies. Timing asset sales to minimize combined tax burdens is key; check if they discuss this approach with you.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John M
Series 66
Silverdale, WA
Edward Jones
John Moroney in Silverdale, WA, offers expertise in retirement income strategy and wealth management, supported by 11 years of experience and a Series 66 designation. Affiliated with Edward Jones, a large firm serving over four million clients, he provides advisory programs with an annual fee up to 1.35%, which may suit those seeking coordinated federal and state tax planning within a broad service network.
Experience: 11 years
Avg account: $246,728
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Steven F
Series 66
Silverdale, WA
LPL Financial
Steven Finnegan's 20 years of experience and Series 66 designation equip him to navigate Washington's capital gains tax alongside federal rules, especially through tax-loss harvesting and wealth management strategies. Operating within LPL Financial, a large firm offering flat-fee planning, he serves diverse clients including business owners and retirees, providing access to extensive research and investment solutions that differentiate him from local alternatives.
Experience: 20 years
Avg account: $399,489
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Steven B
Series 66
Silverdale, WA
Ameriprise
Steven Bentley's decade of experience and Series 66 designation equip him to address complex retirement income strategies, including managing tax implications relevant to Silverdale investors. Working at Ameriprise, a large firm with a centralized consulting team, he offers tailored retirement planning with a 0.15% AUM fee, focusing on clients approaching retirement and those with significant investable assets.
Experience: 11 years
Avg account: $471,167
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Deanna O
Series 63, Series 65
Silverdale, WA
Vanderbilt Advisory Services
Deanna O'neal in Silverdale, WA, offers expertise in wealth management and tax-loss harvesting, which can help navigate Washington's capital gains tax alongside federal rules. Her firm uses strategic asset allocation with technical analysis and serves diverse clients, including trusts and retirement plans, providing a broader advisory scope compared to others who may focus solely on individual portfolios.
Experience: 3 years
Avg account: $327,118
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Philip M
Series 63, Series 66
Silverdale, WA
J.P. Morgan Securities
Philip Mc Ewen offers wealth management expertise in Silverdale, WA, with 24 years of experience and credentials including Series 63 and 66. Working at J.P. Morgan Securities, a large firm known for institutional consulting and customized reporting, he provides advice on asset allocation and investment management with a 0.30% annual AUM fee, distinguishing him from advisors at smaller firms or with less institutional focus.
Experience: 25 years
Avg account: $318,381
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