What are the opening hours?

Monday 7:30am - 4pm Tuesday 7:30am - 4pm Wednesday 7:30am - 4pm Thursday 7:30am - 4pm Friday 7:30am - 4pm

Capital Advisors Wealth Management

Name: Capital Advisors Wealth Management
Address: 1104 N 35th Avenue, Yakima, WA, 98902, US
Telephone: +15094695030

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Yakima, WA
Capital Advisors Wealth Management

As comprehensive wealth managers, we want you to be secure and confident about your entire financial life. We help our clients to reach their financial goals.

In an industry built to maximize its own profits, we know the client should always come first. Capital Advisors Wealth Management is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory
services are only offered to clients or prospective clients where Capital Advisors Wealth Management and its representatives are properly
licensed or exempt from licensure.

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Capital Advisors Wealth Management unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

06/04/2026

Congratulations to Taryn Bernd, this year’s West Valley Dollars for Scholars recipient of the Yakima Future Business Leader Award! 🎓👏

This scholarship recognizes a student who demonstrates leadership, dedication, and a strong vision for the future — qualities that help shape the next generation of business leaders in the Yakima Valley.

We were proud to have the award presented by Financial Advisor Connor Russell and honored to support such an outstanding student as they take the next step toward their future.

Wishing them continued success in all that’s ahead!

05/27/2026

Saving for education can involve more than just preparing for college expenses — it may also create long-term planning opportunities for the next generation.

💡 Advisor Insight from Elliot:
“529 plans have become a more attractive planning tool in recent years. In addition to helping families save for future education expenses, recent rule changes allow unused 529 funds to potentially be rolled over to a Roth IRA for the beneficiary, subject to certain requirements and limits. This added flexibility can help families feel more comfortable saving for education, knowing that unused funds may still benefit the child later by giving them a head start on retirement savings. One important item to keep in mind is financial aid treatment. Custodial accounts, such as UGMA/UTMA accounts, are generally considered the child’s asset, which may have a greater impact on FAFSA eligibility compared to a parent-owned 529 plan.
Overall, each option can play a role, but the right account often depends on the family’s goals, expected education needs, tax situation, and desire for flexibility.”

📞 Have questions about education planning strategies? Our team is happy to help you explore your options.

05/18/2026

Tony joined Capital Advisors in 2006 and has helped lead the firm’s growth ever since, becoming Partner in 2010 and Managing Partner in 2019. Tony is passionate about helping families and retirees pursue their financial goals through thoughtful planning and investment management. Outside the office, he enjoys coaching youth sports, exploring the Pacific Northwest with his family, and giving back to the Yakima Valley community. He currently serves on the Yakima Downtown Rotary as Treasurer.

04/28/2026

Scammers are getting smarter—but a sense of urgency, guaranteed returns, and unexpected offers are still major red flags. Take a pause, verify the source, and never act on pressure. A moment of caution can protect your financial future.

04/20/2026

🌿 Go Green – Shred Paper, Save the Planet 🌿
Join us for our Annual Shred Day TODAY, April 20th from 10:00 AM – 2:00 PM at the office! Safely dispose of your old documents, protect your identity, and do your part for the environment—all in one stop. 🌎♻️

03/18/2026

Ed Reinhart founded Capital Advisors in 2003 with a clear vision: deliver disciplined, client-focused investment guidance rooted in integrity. He leads our investment committee with insight, steady leadership, and a long-term perspective. Beyond the firm, Ed is deeply committed to the Yakima Valley community, consistently giving back and supporting local initiatives. A longtime member of Yakima Sunrise Rotary, he exemplifies service above self both professionally and personally.

03/05/2026

Have you heard of the new Section 5030A (Trump) Accounts?

02/20/2026

Say hello to Amanda Hoff, Capital Advisors Receptionist. Born and raised right here in Yakima, Amanda has a deep appreciation for our community and proudly supports organizations like the YWCA, Yakima Valley Pet Rescue, the Humane Society, Ram Landing, Wildlife Warriors, and Coral Gardeners. Her involvement in leadership and advocacy efforts spans years, from coordinating Mr. West Valley to co-founding youth empowerment initiatives and participating in advocacy organizations throughout her academic journey. She loves the Yakima Valley for its fresh local fruit, incredible wine and cider, thriving local businesses, and the supportive agricultural community that truly feeds and refreshes the world. Whether you’re calling, visiting, or stopping by with a question, Amanda is always ready with a friendly smile and a helping hand.

02/13/2026

We’ll be closing early on Friday, February 13 at 2:00 PM and will be closed Monday, February 16 for Presidents’ Day. Wishing you all a sweet and happy Valentine’s Day weekend!

02/06/2026

Tony Farina is back on top, taking control of the trophy yet again with his 9th overall office fantasy football championship for the 25–26 season. After finishing in a tie with Brian, the title came down to a punt, kick, pass tiebreaker. Congratulations, Tony! 🏆🏈

Address

1104 N 35th Avenue
Yakima, WA
98902

Opening Hours

Monday	7:30am - 4pm
Tuesday	7:30am - 4pm
Wednesday	7:30am - 4pm
Thursday	7:30am - 4pm
Friday	7:30am - 4pm

Telephone

+15094695030

Website

http://www.capitaladvisorswm.com/

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