Top tax-loss harvesting financial advisors
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.
You might consider tax-loss harvesting when you have investments that have declined in value and you want to reduce your taxable income by offsetting gains with losses. Without careful timing and understanding of tax rules, you could accidentally trigger a "wash sale," which disallows the loss deduction if you buy the same or a substantially identical security within 30 days.
- Wash sale awareness. Confirm how the advisor avoids repurchasing the same investments too soon, which can negate your tax benefits.
- Portfolio impact. Ask how they balance harvesting losses with maintaining your desired investment allocation and long-term goals.
- Tax timing strategy. Look for advisors who consider your overall tax situation, including income levels and capital gains, to optimize when and how much to harvest.
- Coordination with tax professionals. Check if they work alongside your tax preparer to ensure accurate reporting and compliance with IRS rules.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin specializes in tax-loss harvesting and integrates this strategy with private investments, real estate, and options strategies, which can help optimize tax outcomes while maintaining portfolio balance. Operating from Cincinnati, OH, she offers flat-fee and tiered AUM pricing through Waverly Advisors, LLC, 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
-
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 in the US optimize tax benefits while maintaining investment goals. Working at Merrill, a large firm with diverse managed account programs and discretionary portfolio management, he offers access to broad resources and oversight, which may appeal to mid-career professionals and high earners seeking comprehensive strategies with a 1.10% AUM fee under $2 million.
Experience: 8 years
Avg account: $860,085
-
Hassan A
Series 65, Series 63
Rockville, MD
LPL Financial
Hassan Al Kadhimi specializes in tax-loss harvesting, making him capable of helping clients in the US reduce taxable income by offsetting gains with losses. Operating from LPL Financial, a large firm with extensive resources, he offers flat-fee financial planning and consulting, and brings experience from major financial institutions, which may appeal to clients seeking structured fee options and access to broad financial products.
Experience: 2 years
Avg account: $399,489
-
Sarah C
CFP®, Series 63, Series 65
Boston, MA
Santander Securities LLC
Sarah Currier Barrella specializes in tax-loss harvesting and brings 26 years of experience as a CFP®-certified advisor based in Boston, MA. She works with Santander Securities LLC, which serves a diverse client base including individuals and institutions, offering wrap-fee advisory programs with discretionary portfolio management at a 1.30% AUM fee, distinguishing her through comprehensive services and seasoned expertise.
Experience: 26 years
Avg account: $263,306
-
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, to help clients optimize tax strategies while maintaining portfolio balance. Her expertise extends to wealth management and multi-generational wealth transfer, supported by Series 63 and 66 licenses, offering a comprehensive approach with a program fee up to 1.35% annually, distinguishing her from advisors with narrower focuses or smaller firm resources.
Experience: 20 years
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular nationally
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")