What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Tacoma, WA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Tacoma, WA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Kelly Van Wyhe
CFP®
Bright Road Wealth Management
Tacoma, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tacoma, WA, serving clients locally and across the country virtually
Brian Pinkston
CFA®, CFP®, CDFA®
Bright Road Wealth Management
Tacoma, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Anchorage, AK; also serving clients in Tacoma, WA
Carlie Ransom
CFP® , AIF®
Equal Path Investments
Tacoma, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Modern Investment Management, College Education Planning, Optimizing Tax Strategy
Fee-Only financial planner located in Tacoma, WA, serving clients locally and across the country providing joyful financial planning to cultivate an empowered and impactful future.
Matt Daley
CFP®, AIF®
DecisionPoint Financial
Gig Harbor, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Port Orchard, Tacoma, Puyallup, Graham, and Olympia.
Jayson Owens
CFP®
Bright Road Wealth Management
Tacoma, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner with offices in Anchorage, AK, Denver, CO, and Tacoma, WA, serving clients locally and virtually
MK Lee
CFP®
SEAMFI LLC
Tacoma, WA
Specialties: Comprehensive Financial Planning, Equity Compensation
Fee-Only financial planner located in Tacoma, WA, serving clients locally and across the country
Troy Sapp
CPA, CFP®
Commencement Financial Planning, LLC
Lakewood, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Comprehensive financial planning and wealth management. Serving individuals and their families in and around Tacoma, Washington.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
