Best Financial Advisors in Yakima

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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.

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.

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.

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.