Best Financial Advisors in Yakima

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
90+
Advisors
4.4/5.0
Average Rating

Yakima Financial Landscape

Yakima's economy is primarily driven by agriculture, healthcare, and retail. The city serves as a regional hub for trade and services.

Major industries
Agriculture, Healthcare, Retail
Population
93.3K (metro: 93.3K)
Median household income
$54,000
Unique needs
Yakima's economy relies heavily on agriculture, requiring diversification to mitigate risks from climate change and market fluctuations.
Market Insights
Economic Growth
According to BEA (2023), Yakima's economy has shown steady growth, primarily driven by agricultural exports and healthcare services.
Wealth Demographics
According to Census (2023), the median household income in Yakima is approximately $54,000, reflecting the area's economic landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in Yakima are increasingly focusing on agricultural investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Yakima's cost of living is lower than the national average, making it an attractive location for families and retirees.
Real Estate Market
According to Zillow (2024), the Yakima real estate market has seen modest growth, with median home prices around $350,000, indicating a stable market.
Business Environment
According to Fortune (2024), Yakima's business climate is favorable for small businesses, particularly in agriculture and retail sectors.

Top 5 Financial Advisors in Yakima

Capital Advisors Wealth Management
★ ★ ★ ★ ★ 5
Leonard Rickey Investment Advisors
★ ★ ★ ★ ★ 5
Rogers Financial Group
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Scott D Holt, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Roger Kinder - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Yakima, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Yakima-Specific Expertise
For Yakima residents working in Agriculture, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Yakima's agriculture focus poses risks from climate impacts. Real estate may face volatility due to economic shifts. Diversify investments to hedge against market downturns.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Washington locations

Seattle Spokane Tacoma Vancouver Bellevue Kent Everett Renton