FinanceHQ’s team of experts conducted thorough research on financial advisors in Olympia. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Olympia range from $105M to $19B in AUM, and have an average of 33 years of experience.Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Savant Wealth Management is a highly reputable financial advisory firm that has been providing expert wealth management services since its founding in 1986. With a strong commitment to serving their clients' best interests, Savant offers a wide range of specialized services such as investment management, financial planning, estate planning, tax advisory, and more. As an independent and fee-only firm, Savant extends their comprehensive financial guidance to clients nationwide, ensuring a legacy of excellence and a path towards financial security and success.
Brighton Jones is a financial advisor firm that was founded in 2000 and is headquartered in Seattle. They specialize in tax planning, estate planning, legacy planning, and wealth management. With a strong presence in the Seattle community, they offer personalized financial plans and prioritize diversification and behavioral awareness to help clients in Olympia achieve their financial goals.
Merriman Wealth Management is a fee-only investment advisory firm founded in 1983 and based in Seattle. They specialize in comprehensive wealth management services, including financial, tax, and estate planning. With over four decades of experience, their team of advisors supports clients in Olympia, guiding them toward their financial goals and helping them fully experience life.
Byrne & Company Wealth Management is one of the top financial advisor companies based in Olympia. They specialize in portfolio management, financial planning, inheritance advice, 401(k) consulting, and retirement planning. Led by founder Kevin Byrne, they are known for their commitment to innovation, transparency, and client-centered practices, offering unbiased and independent financial advice.
Stapp Wealth Management is a trusted registered investment advisory firm founded in 1996 and headquartered in Olympia. Led by Gregory T. Stapp, a seasoned financial expert with over three decades of experience, they specialize in wealth management, investment management, financial planning, and tax strategies.
In Olympia, the top financial advisors typically need to hold licenses, such as Series 65 or Series 7, to offer investment advice. They may also require state registration or registration with the SEC if managing a certain level of assets.
Yes, many financial advisors in Olympia provide socially responsible investing (SRI) options to align your investments with your ethical and social values. They can help you build a portfolio that reflects your SRI preferences.
Financial advisors in Olympia may charge clients through fees, commissions, or a combination of both. The specific fee structure varies among advisors, so it's important to understand how your advisor is compensated.
Yes, financial advisors in Olympia can assist with state-specific tax planning, helping clients navigate Washington's tax laws, tax credits, and deductions to optimize their financial situation and reduce their tax liabilities.
Financial advisors in Olympia can play a crucial role in estate planning by helping clients create and manage trusts, develop strategies to minimize estate taxes, and ensure their assets are distributed according to their wishes.
The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.
We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.
The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.
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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.© 2024 FinanceHQ