Savant Wealth Management
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Savant Wealth Management
About Savant Wealth Management
About Savant Wealth Management
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
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Brighton Jones
About Brighton Jones
About Brighton Jones
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
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Merriman
About Merriman
About Merriman
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
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Byrne & Company Wealth Management
About Byrne & Company Wealth Management
About Byrne & Company Wealth Management
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
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Stapp Wealth Management
About Stapp Wealth Management
About Stapp Wealth Management
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.
Frequently Asked Questions
What are the qualifications for the top financial advisors in Olympia?
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.
Do financial advisors in Olympia offer socially responsible investing options?
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.
How do financial advisors in Olympia charge for their services?
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.
Can a financial advisor in Olympia assist with state-specific tax planning?
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.
What's the role of a financial advisor in Olympia when it comes to estate planning?
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.
Methodology
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.