Last updated:

Best Financial Advisors in Yakima, WA

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Yakima Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.



6Top Picks

Learn about our selection process.


featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by

Yakima, WA
Free Consultation Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Yakima, WA Rating

Why choose this provider?

Need help contacting a Financial Advisor in Yakima? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

230 S. 2nd Street Suite 201, Yakima, WA 98901 Rating

Review Sources

5.0 (1)

Why choose this provider?

Waymaker Wealth Advisors is a financial services provider that caters to individuals and businesses based in Yakima. It handles financial, retirement, estate, and tax planning, as well as investment management. It also offers a second opinion service, which helps clients assess the current trajectory of their investment approach and financial game plan. Other services include cash-flow-based planning, Social Security analysis, risk management, and business valuation. Founding partners Drew Shaeffer and Jared Jones have been working in the wealth management industry since 2009.

  • Finance Planning

1104 North 35th Avenue, Yakima, WA 98902 Rating

Review Sources

5.0 (1)

Why choose this provider?

Capital Advisors Wealth Management is an independent financial planning firm serving Yakima. It assists individuals and families in achieving their financial goals. Its financial advisors employ risk versus reward analytics and a proactive approach to managing wealth under challenging times. The firm formed partnerships with Black Diamond, Envestnet Money Guide, and Redtail. It offers securities through Charles Schwab & Co., Inc. Edward C. Reinhart established the firm in 2003. He is a Certified Investment Management Analyst.

  • Finance Planning
  • Financial Planning

3908 Creekside Loop, Yakima, WA 98902 Rating

Review Sources

5.0 (1)

Why choose this provider?

Leonard Rickey Investment Advisors P.L.L.C. offers financial guidance to the locals of Yakima and the surrounding areas. The firm creates wealth management portfolios that reflect the client's personal goals, time horizon, and risk tolerance. To help meet the clients' fiduciary responsibility, the firm provides cash flow management, investment committee meetings, reporting on performance, customized investment policy statements, investment management, monitoring and trading, and a tech or client portal. This family-owned and operated independent investment firm was established in 1997.

  • Certified Financial Planner (CFP)

115 N 50th Ave, Yakima, WA 98908 Rating

Why choose this provider?

Financial Management, Inc. is a Yakima-based wealth management firm that helps clients in and around the metro navigate through their financial journey with security and confidence. Its team of financial advisors provides a comprehensive range of services, including portfolio management, sustainable impact investing, retirement planning, education planning, and business planning & succession. Founder Clark Permann and managing partner Erik Pielstick have nearly five decades of collective experience. They also hold Certified Financial Planner and Chartered Financial Consultant designations.

  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Yakima, WAFree Consultation
230 S. 2nd Street Suite 201, Yakima, WA 98901
Capital Advisors Wealth Management
1104 North 35th Avenue, Yakima, WA 98902
Leonard Rickey Investment Advisors P.L.L.C.
3908 Creekside Loop, Yakima, WA 98902
Financial Management, Inc.
115 N 50th Ave, Yakima, WA 98908


  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How to check the credibility of financial advisors in Yakima?

    Individuals in Yakima planning to hire a financial advisor should check their credibility by searching their names on the Investor Adviser Public Disclosure (IAPD) website. In the IAPD system, people can find their financial advisor's registration status, background, and license. They can learn their criminal history, including judgments, court actions, or administrative proceedings, from the U.S. Securities and Exchange Commission system. They can also visit BrokerCheck to investigate an individual broker or brokerage firm in Yakima.

  • What are the three advantages of hiring a financial advisor who is also a Certified Public Accountant in Yakima?

    First, hiring a financial advisor who is also a Certified Public Accountant (CPA) in Yakima can create a financial and retirement plan while ensuring it complies with tax laws, minimizing tax liabilities, and identifying deductions. Second, financial advisors with CPA designation can identify potential savings, review tax returns, and address tax-related issues during inflation or recession. Third, individuals in Yakima with multiple needs and complex financial situations can reduce their overall costs by hiring these professionals.

  • How much does a financial advisor cost in Yakima?

    There are no set fees for hiring a financial advisor in Yakima, as it depends on the selected investment options, securities products, and investment advice level. Financial advisors are paid through a flat fee, hourly, subscription, or commission, which still varies on the needed advice, including for executive benefits and compensation strategies, or the purchased investment products, like insurance policies and annuities. On the other hand, the average salary of financial advisors in Yakima ranges from $63,000 to $160,000.

  • Why do high-net-worth families in Yakima seek assistance from financial advisors to protect their generational wealth?

    In Yakima, financial advisors can help high-net-worth families protect their generational wealth by creating estate plans, dividing assets to heirs, and organizing necessary documents, like Social Security statements, life and health insurance policies, tax returns, and loan documents. They build portfolios, manage investments, and develop asset allocation. Financial advisors in Yakima can also assist high-net-worth families in updating their wills, crafting an inventory of accounts, and tracking their income and savings.

  • What skills a financial advisor in Yakima should possess?

    Communication skills, the ability to adapt to changes, and can handle unexpected situations are some of the skills that financial advisors in Yakima must possess to establish trust and long-term relationships with clients. They must be able to provide strategic insight that targets their customer's needs and have a strong desire for performance-driven compensation. Financial advisors in Yakima must also possess an open mind, resilient, and confident personality.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.