Financial Advisors
Lakewood, WA
Commencement Financial Planning, LLC is an independent, fee-only fiduciary financial advisor serving individuals and families in the Tacoma area with nearly 30 years of experience. They provide comprehensive financial planning and wealth management, including investment management, tax-efficient portfolio strategies, estate planning, risk analysis, and trust administration. Led by a CPA with extensive credentials, they take a data-driven, academically sound approach to coordinating all aspects of clients' financial affairs.
Ideal for: Affluent individuals and families ($50,000+), those seeking tax-efficient strategies, business owners, retirees planning wealth transfer, families with complex estates
Service area: Tacoma, Washington and surrounding areas
Fee-Only Fiduciary Model: As an independent fee-only fiduciary, they operate with the highest standard of client commitment, with no commissions or conflicts of interest in investment recommendations.
CPA Credentials & Tax Expertise: Owner holds CPA credentials and extensive tax preparation experience, enabling tax-efficient portfolio strategies and thoughtful wealth transfer structures integrated directly into comprehensive plans.
Nearly 30 Years Experience: Deep expertise across portfolio management, estate planning, risk analysis, trust administration, and financial coordination ensures thorough, reasoned approaches to complex financial situations.
Address: 6521 Flanegan Rd W, Lakewood, WA 98499
Phone: (253) 820-6432
Website: commencefp.com
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