Top financial advisors in Washington
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.
Choosing the right financial advisor in Washington means focusing on whether they handle the specific financial tasks you need, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation, only to find out later they don't work with your particular financial situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on retirement income might not be the best fit if you need help with capital gains tax planning.
- Tax planning frame. Washington has no state income tax on wages but does tax long-term capital gains above a threshold. Confirm the advisor understands how to navigate federal income, state capital gains, sales, and property taxes.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Pranam T
Series 66
Shoreline, WA
Merrill
Pranam Tamrakar's focus on tax-loss harvesting and active portfolio management suits clients in Washington navigating complex tax scenarios, including capital gains tax. Affiliated with Merrill, a large firm offering diverse managed account programs and tax-efficient strategies, he serves mid-career professionals and high earners with a 1.10% AUM fee, providing access to extensive resources compared to smaller firms.
Experience: 1 year
Avg account: $860,085
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Ligaya C
Series 63, Series 66
Newcastle, WA
J.P. Morgan Securities
Ligaya Choo is equipped to assist with wealth management needs in Washington, leveraging her 5 years of industry experience and Series 63 and 66 licenses. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and a non-discretionary program, she offers a 0.30% annual AUM fee structure and serves executive and founder/business owner clients, distinguishing her from advisors at smaller firms or with different client focuses.
Experience: 5 years
Avg account: $318,381
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Katheryne M
Series 63, Series 65
Shelton, WA
LPL Financial
Katheryne Mcmillan is well-equipped to assist with financial needs in Washington, especially in wealth management, retirement plans for business owners, and tax-loss harvesting, which are crucial for navigating the state's capital gains tax landscape. Operating within LPL Financial, a large firm, she offers flat-fee and hourly financial planning services, bringing 28 years of experience and a seasoned approach that may appeal to clients seeking comprehensive support from an established network.
Experience: 29 years
Avg account: $399,489
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Matthew L
CFP®, CFA®, Series 66
Seattle, WA
Greene Wealth Management, LLC
Matthew Lowe is well-equipped to assist with financial planning in Washington, especially for high-net-worth clients seeking tax-sensitive investment strategies like tax-loss harvesting and options. His 11 years of experience, CFP® and CFA® credentials, and flat-fee structure at Greene Wealth Management, LLC, distinguish him from others by offering independent, research-driven portfolio management tailored to individual goals in the Seattle area.
Experience: 12 years
Avg account: $3,285,803
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Saul H
Series 63, Series 65
Vancouver, WA
Fidelity
Saul Hernandez is equipped to assist with financial planning in Washington, leveraging nine years of experience and expertise in charitable giving and active portfolio management. Affiliated with Fidelity, a large firm known for combining fundamental research and quantitative analysis, he offers access to sophisticated discretionary portfolio management, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 9 years
Avg account: $234,793
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