Find a Financial Planner 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 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 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

 

How Can a CFP® in Yakima Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Yakima area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Yakima can include managing client retirement accounts, investments, tax plans, and more.
17.7% of Yakima's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Yakima area can create a custom plan and walk with you each step of the way.
In the Yakima area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Yakima area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Yakima area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 involves working with an attorney or financial advisor in the Yakima area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically 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 Yakima area when dealing with high-interest credit card debt and private student loans.

 

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: 0 years

FINANCIAL MANAGEMENT, INC.

Website

(509) 965-5654

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

SEC#: 801-80360
Years in Business: 6 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: 14 years