Find a Financial Planner in Thurston County, WA

 

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We did the hard work of finding trustworthy partners in Thurston County, WA.

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We Only Work With The Best Thurston County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Thurston County, WA

  • Financial Advisor Close to Thurston County, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Thurston County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Thurston County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Thurston County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
20.8% of Thurston County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Thurston County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Thurston County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Thurston County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Thurston County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Washington has unique laws defining which actions trigger a taxable event and has the 24th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Thurston County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Thurston County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Thurston County, WA

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Thurston County, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Thurston County financial advisors.
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How Retirement-Friendly is Thurston County, WA?

  • Population: 279,711
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $294,100
  • Average Monthly Housing Cost: $1,314
  • Average Household Income: $87,696
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)


The Top Financial Advisor Firms in Thurston County, WA


FINANCIAL ADVOCATES WEALTH MANAGEMENT, LLC

Website

(360) 866-2345

1601 Cooper Point Road Nw

Olympia, WA 98502

SEC#: 801-116903
Years in Business: 2 years

FINANCIAL ADVOCATES ADVISORY SERVICES

Website

(360) 866-2345

1601 Cooper Point rd Nw

Olympia, WA 98502

SEC#: 801-110695
Years in Business: 4 years

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Website

(360) 350-4747

2409 Pacific Ave Se

Olympia, WA 98501

SEC#: 801-70467
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(360) 866-2345

1601 Cooper Point Road Nw

Olympia, WA 98502

SEC#: 801-71546
Years in Business: 11 years