Top advisors focused on tax-loss harvesting in the US
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 investments with losses that could offset gains or reduce your taxable income, a tax-loss harvesting advisor can help you act. The biggest mistake is missing the timing and rules that can cause you to lose the tax benefit or trigger unwanted taxes.
- Wash sale rule awareness. Confirm they understand the IRS rule that disallows a loss if you buy a substantially identical security within 30 days.
- Portfolio impact. Ask how they balance harvesting losses without disrupting your long-term investment strategy.
- Tax timing strategy. Look for advisors who plan harvesting around your income fluctuations and capital gains events.
- Coordination with tax preparer. Ensure they communicate with your tax professional to accurately report losses and avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin specializes in tax-loss harvesting and brings expertise in private investments, real estate, and options strategies, which can help optimize tax benefits while managing portfolio impact. Based in Cincinnati, she offers flat-fee and tiered AUM pricing through Waverly Advisors, an SEC-registered firm serving diverse clients with both discretionary and non-discretionary management, distinguishing her with a broad service scope and independent approach.
Experience: 2 years
Avg account: $1,639,930
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Jeffrey P
Series 66
Dacula, GA
Merrill
Jeffrey Park specializes in tax-loss harvesting and active portfolio management, making him well-suited to help clients optimize tax benefits while maintaining investment strategy. Based in Dacula, GA, he brings seven years of experience at Merrill, a large firm offering diverse managed account programs and brokerage services, with a 1.10% AUM fee for managed strategies under $2 million, catering to mid-career professionals and high earners not yet rich.
Experience: 7 years
Avg account: $860,085
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Hassan A
Series 63, Series 65
Rockville, MD
LPL Financial
Hassan Al Kadhimi specializes in tax-loss harvesting, leveraging his experience with LPL Financial to help clients navigate IRS rules like the wash sale rule while balancing long-term investment strategies. His flat-fee structure and affiliation with a large firm offering extensive research support distinguish him from others, making him suitable for clients seeking comprehensive wealth management and retirement planning services in Rockville, MD.
Experience: 2 years
Avg account: $399,489
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Sarah C
CFP®, Series 63, Series 65
Boston, MA
Santander Securities LLC
Sarah Currier Barrella specializes in tax-loss harvesting, leveraging 26 years of experience and CFP® certification to navigate IRS rules like the wash sale rule and optimize tax timing strategies. Based in Boston with Santander Securities LLC, she offers independent advice through a wrap-fee advisory program with a 1.30% AUM fee, serving a diverse client base including individuals and institutions, which may provide broader portfolio management options compared to other advisors.
Experience: 26 years
Avg account: $263,306
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Deborah E
Series 63, Series 66
Cape Girardeau, MO
Edward Jones
Deborah Etherton specializes in tax-loss harvesting, leveraging 20 years of experience at Edward Jones, a large firm managing over $1 trillion in assets. She offers a program fee up to 1.35% annually and serves a diverse client base, including retired individuals and business owners, providing comprehensive wealth management and multi-generational wealth transfer services in Cape Girardeau, MO.
Experience: 20 years
Avg account: $246,728
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