Top financial advisors in Tacoma, 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 Tacoma, WA, you might face unique tax considerations like Washington's 7% tax on long-term capital gains above certain thresholds. Without an advisor familiar with these local tax nuances, you could overlook key opportunities to reduce your overall tax burden.
- Local tax expertise. Confirm how they incorporate Washington's capital gains tax and sales tax into your financial plan.
- Federal and state coordination. Ask how they balance federal income tax strategies with state-specific taxes to optimize your after-tax returns.
- Property tax impact. Discuss how property taxes in Tacoma might affect your cash flow and long-term planning.
- Experience with diverse clients. See if they have worked with clients at different life stages to address varying tax and investment needs effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Aaron P
CFP®, Series 66
Tacoma, WA
Equitable Advisors
Aaron Palmer's extensive 22 years of experience and CFP® certification equip him to address retirement income strategies and Social Security optimization for clients in Tacoma, WA, where local tax considerations are crucial. Operating within the large firm Equitable Advisors, he serves high-net-worth baby boomers and offers flexible fee structures, including asset-based and hourly options, distinguishing him from advisors with narrower client focuses or fee models.
Experience: 22 years
Avg account: $570,841
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Julie W
CFP®, Series 63, Series 65
Tacoma, WA
Julie A. Wurst, CFP, LLC
Julie Wurst offers expertise in passive and index investing along with cash flow and college savings planning, making her well-suited for managing investments and retirement planning in Tacoma's unique tax environment. Her flat-fee structure, 11 years of experience, and focus on high-net-worth clients differentiate her from others by providing transparent pricing and tailored strategies emphasizing low-cost, globally diversified portfolios.
Experience: 11 years
Avg account: $2,866,290
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Jeffrey H
Series 63
Tacoma, WA
Nfsg Corporation
Jeffrey Huff's 41 years of experience and Series 63 designation equip him to navigate Tacoma's unique tax environment, including Washington's capital gains tax. His firm, NFSG Corporation, offers both discretionary and non-discretionary asset management with a blend of fundamental, technical, and cyclical analysis, differentiating him through a comprehensive investment approach and flexible fee structures including flat and hourly fees.
Experience: 42 years
Avg account: $339,979
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Baron K
Series 66
Tacoma, WA
LPL Financial
Baron Kuhn in Tacoma, WA, offers expertise in wealth management, retirement plans for business owners, college savings, and tax-loss harvesting, which can help navigate local tax considerations like Washington's capital gains tax. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, serving diverse clients including business owners and retirees, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 10 years
Avg account: $399,489
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Chad J
Series 66, Series 65
Tacoma, WA
Trek Financial
Chad Johnson in Tacoma, WA, offers expertise in tax-loss harvesting and options strategies, which can help navigate Washington's unique tax environment. His firm, Trek Financial, serves diverse clients including executives and founders, using a mix of strategic ETF allocations and quantitative methods, with flexible flat-fee and hourly pricing options that may suit various financial planning needs.
Experience: 7 years
Avg account: $537,789
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