Find a Financial Advisor in Yakima, WA

 

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

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We Only Work With The Best Yakima 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 Yakima, WA


  • Financial Advisor Close to Yakima, 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 Yakima, 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 Yakima, WA

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

  • Population: 93,413
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $182,200
  • Average Monthly Housing Cost: $863
  • Average Household Income: $63,441
  • 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 Yakima, WA

 

CAPITAL ADVISORS WEALTH MANAGEMENT

Website

(509) 469-0808

1104 North 35th Avenue

Yakima, WA 98902

SEC#: 801-118930
Years in Business: 1 years

FINANCIAL MANAGEMENT, INC.

Website

(509) 965-5654

115 N. 50th Ave.
Suite B
Yakima, WA 98908

SEC#: 801-80360
Years in Business: 7 years

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

Website

(509) 972-3686

3908 Creekside Loop
Suite 100
Yakima, WA 98902

SEC#: 801-77834
Years in Business: 8 years

TIETON CAPITAL MANAGEMENT

Website

(509) 965-6488

4700 Tieton Drive, Suite C

Yakima, WA 98908

SEC#: 801-66657
Years in Business: 15 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(509) 453-4945

1450 N 16th Avenue
Suite 100
Yakima, WA 98902

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

MOSS ADAMS WEALTH ADVISORS LLC

Website

(509) 248-7750

402 E. Yakima Ave, Suite 110

Yakima, WA 98907

SEC#: 801-58074
Years in Business: 20 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(509) 453-4945

1450 N 16th Avenue
Suite 100
Yakima, WA 98902

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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(509) 453-4945

1450 N 16th Avenue
Suite 100
Yakima, WA 98902

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

CWM, LLC

Website

(509) 965-5654

115 N 50th Ave, Suite B

Yakima, WA 98908

SEC#: 801-72037
Years in Business: 10 years

 


Yakima, WA Financial Advisor FAQs

A financial advisor ranges in price and what they cost will depend on the sophistication of your needs, how needed you feel their help is, and what type of financial planning you want to do.
If you decide to work with a financial advisor, ask for referrals from friends or family members.
Financial advisors play a key role in finding and identifying investment opportunities. They take millions of items and thousands of data points, twisting them into analysis before making the decision to buy or sell an individual share.
Search for an advisor who is registered with NAPFA, the National Association of Personal Financial Advisors.