Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 12 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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(360) 866-2345

1603 Cooper Point Road Nw

Olympia, WA 98502

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

BWM ADVISORY LLC

Website

(480) 336-2511

400 Union Se, Ste. 200

Olympia, WA 98501

SEC#: 801-108290
Years in Business: 0 years

BWM ADVISORY LLC

Website

(480) 336-2511

400 Union Se, Ste. 200

Olympia, WA 98501

SEC#: 801-108290
Years in Business: 0 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(360) 866-2345

1603 Cooper Point Road Nw

Olympia, WA 98502

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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(360) 866-2345

1603 Cooper Point Road Nw

Olympia, WA 98502

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

 


Thurston County, WA Financial Advisor FAQs

Thurston County is located in the south-central part of Washington State. It is bordered by Lewis, Pierce, Mason, and Grays Harbor counties. The county seat is Olympia, which is also the state capital. The top employer in Thurston County is The Boeing Company, with over 9,000 employees and annual revenue of over $4.5 billion. The county is most well-known for its natural beauty and wide range of outdoor activities, including fishing, hiking, camping, and hunting. The area is also home to a number of major tech companies, including Microsoft and Amazon. Additionally, the University of Washington is located in Thurston County. Take a pick from the list of financial advisors in Thurston County, a shire located in the U.S. state of Washington. The state capital and the largest city is Olympia. Thurston County comprises the WA Metropolitan Statistical Area, Olympia-Tumwater, and is included in the Seattle-Tacoma, WA Combined Statistical Area. See where nearby financial advisors serve through the links below.

Casually ask questions like, "Who are you working for?", or "What is your company's mission?" In other words, it's vital to find out who their loyalty really lies with.

They might also earn fees for providing budgetary management services. Purchasing products through licensed representatives are often compensated with commissions over different types of financial instruments.

Choose someone who has passed exams with the Financial Industry Regulatory Authority (FINRA). This way, you know that they are qualified to give investment advice.

Financial advisors also work with businesses, assisting them with making plans for funding and working out how they will be able to pay back any debts or loans received.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.