Best Financial Advisors in Tacoma, Washington

Briarwood Financial is a wealth management firm serving clients nationwide from offices in Gig Harbor, Washington and Twin Falls, Idaho. They specialize in creating and preserving generational wealth through comprehensive financial planning, investment management, estate planning, and retirement planning for both individuals and businesses. For business owners, they offer accounting, bookkeeping, tax planning, cash flow management, and retirement plan advisory services designed to optimize growth and ensure long-term success.

Ryan Feng is a First Command Financial Advisor in Lakewood serving military service members, veterans, and their families. With a background as a U.S. Army Sergeant and expertise in comprehensive financial planning, investment strategies, and military benefits optimization, Ryan provides personalized coaching to help clients achieve financial security. First Command specializes in the unique financial challenges facing military professionals, offering in-person and virtual meetings focused on debt management, retirement planning, and long-term financial goals.

Equal Path Investments is an independent financial advisory firm based in Tacoma that specializes in personalized investment management and financial planning for individuals and families. The team works with clients to develop comprehensive strategies aligned with their long-term goals, offering guidance on portfolio construction, retirement planning, and wealth management. They focus on building lasting relationships with clients through transparent, goal-oriented advice.

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.

Kimball Creek Partners is a fiduciary financial advisory firm in Tacoma helping clients achieve clarity and confidence in their financial futures. They offer comprehensive wealth management services including retirement planning, investment management, tax planning, asset protection, and legacy planning through their proprietary C.L.A.R.I.T.Y. process. The firm specializes in personalized strategies that align your financial plan with your life goals and values.

Penny Lane Financial is a comprehensive financial services center founded in 2014 by Jeff Pickering, serving the Puget Sound region and beyond. They offer over 10 integrated services including retirement financial planning, insurance products (life, health, property, umbrella), mortgages, reverse mortgages, annuities, and lifetime income options. Their collaborative team approach focuses on making financial guidance accessible and personal, helping clients at every life stage from home purchasing to retirement planning.

Composition Wealth (formerly Edgewater Wealth Management) is a fiduciary wealth management firm serving clients across 40+ states with $10B+ in assets under management. Their team of 125+ advisors and industry specialists provides comprehensive financial planning including investment management, tax planning, estate planning, retirement planning, and philanthropic strategy. They take a collaborative, data-driven approach where specialists work together on each client's complete financial picture rather than in silos.

Investors Portfolio Services is a fee-based financial advisory firm in Puyallup staffed with CFP® certificate holders, a CFA charterholder, and licensed professionals committed to fiduciary standards. They provide comprehensive wealth management, retirement planning, and business financial planning services, with client investments custodied through Schwab and Altruist advisory platforms. The firm also specializes in consulting on employee contribution plans and ERISA retirement plans for businesses and individuals.

Puget Sound Financial Strategies is a Tacoma-based financial advisory firm specializing in retirement planning and wealth management. Founded by Eric Lansford, the firm takes a comprehensive approach to helping clients develop thoughtful financial strategies tailored to their unique goals and circumstances. They focus on retirement income planning, risk management, long-term care strategies, and maximizing performance across all phases of retirement—from planning and accumulation through distribution and legacy planning.

Summit Wealth Management is an award-winning, boutique wealth management firm headquartered in Gig Harbor that takes a holistic, client-centered approach to financial planning. Rather than pushing products or stock tips, they start by understanding each client's life goals, values, and vision for retirement and legacy—then build a comprehensive strategy together. Partnered with Commonwealth Financial Network, they combine personalized attention with access to sophisticated resources and a full range of wealth management services.

Mickelson Wealth Management is an independent financial advisory firm serving the Tacoma and Pierce County area. They provide comprehensive wealth management services including investment management, retirement planning, and financial strategy for individuals and families. Their personalized approach focuses on helping clients build and preserve wealth through tailored financial solutions.

Pacific Asset Management is an independent financial advisory firm serving Gig Harbor and the surrounding Puget Sound region. They provide comprehensive wealth management, investment management, and financial planning services tailored to individual clients' goals and circumstances. Their fee-based approach emphasizes fiduciary responsibility and personalized service without commission-driven conflicts of interest.

Financial Insights Wealth Management is an independent wealth management firm based in Tacoma offering comprehensive financial planning and investment management services. They work with individuals and families to develop personalized strategies for wealth building, retirement planning, and long-term financial goals. Their team of financial advisors takes a consultative approach to help clients navigate complex financial decisions.

Eugene J Brown is a CFP®-certified financial advisor with Edward Jones in Tacoma, offering comprehensive financial planning and investment management services. With credentials including AAMS®, CRPC™, and CRPS™, Brown provides personalized guidance on retirement planning, investment strategies, and overall financial goals. Edward Jones is known for its one-on-one advisory approach and local branch presence.

Maclean Wealth Planning is an independent financial advisory firm in Tacoma specializing in comprehensive wealth management, retirement planning, and investment strategies. The team works with individuals and families to develop personalized financial plans that align with their long-term goals, offering services including portfolio management, tax-efficient investing, and retirement income planning. They focus on building lasting client relationships through education and transparent, professional guidance.

Garth Conner is a financial advisor with RBC Wealth Management, providing comprehensive wealth management and financial planning services to clients in the Tacoma area. As part of RBC's established platform, Conner Wealth Management Group offers investment management, retirement planning, and personalized financial strategy tailored to individual client goals. RBC Wealth Management brings institutional resources and fiduciary expertise to local clients seeking professional financial guidance.

Ark Wealth Management is an Ameriprise Financial Services office in Tacoma offering comprehensive financial planning and investment management services. The team helps clients build and protect their wealth through personalized financial strategies, retirement planning, and investment portfolio management. As part of Ameriprise, they combine local expertise with access to a nationwide financial services platform.

Edward Jones financial advisor Jason Light, CFP®, provides comprehensive financial planning and investment management services to individuals and families in the University Place area. With credentials including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and specializations in retirement and asset management, Jason Light helps clients build personalized investment strategies aligned with their long-term goals. Edward Jones combines personal relationships with professional expertise to support wealth accumulation, retirement planning, and financial security.

RCM Wealth Management is an independent financial advisory firm based in University Place serving the greater Tacoma area. They provide comprehensive wealth management and financial consulting services to help clients build and protect their financial futures. Their team takes a personalized approach to understanding each client's unique goals and circumstances.

David Cook is a financial advisor and branch manager at Ameriprise Financial Services in Tacoma, offering comprehensive financial planning and investment management services. He works with individuals and families to develop personalized strategies for retirement planning, wealth management, and financial goals. As part of Ameriprise's network, Cook provides access to a full range of financial products and advisory services tailored to each client's unique situation.

Morgan Stanley Financial Advisors in Tacoma provides comprehensive wealth management and financial planning services to individuals and families. As part of the globally recognized Morgan Stanley firm, they offer investment management, retirement planning, estate planning, and personalized financial advisory services. Their advisors work with clients to develop tailored financial strategies aligned with long-term goals.

Main Street Wealth Advisors is an independent financial advisory firm serving Federal Way and the surrounding Puget Sound region. They provide comprehensive wealth management and financial planning services to help clients build and preserve their assets. With a focus on personalized service and local expertise, they work directly with individuals to develop tailored financial strategies.

Harbor Wealth Management is an independent financial advisory firm serving the Gig Harbor area and greater Puget Sound region. They provide personalized wealth management, investment strategy, and financial planning services designed to help clients build and preserve wealth. With a local presence and direct client relationships, they focus on understanding each client's unique financial goals and circumstances.

Bulwark Capital Management is a Tacoma-based financial advisory firm offering comprehensive wealth management and investment services. The firm helps clients build and preserve wealth through personalized financial planning and portfolio management strategies tailored to individual goals and circumstances.

JB Wilson is a financial advisor with Ameriprise Financial Services in Tacoma, offering comprehensive financial planning and advisory services. As part of Ameriprise's network, Wilson helps clients build and manage investment portfolios, plan for retirement, and develop long-term wealth strategies tailored to their individual goals and circumstances.

Bright Road Wealth Management is an independent financial advisory firm in Tacoma serving individuals and families with comprehensive wealth management, investment planning, and financial strategy. Led by experienced advisors, they focus on personalized financial guidance tailored to each client's goals and circumstances.

Merrill Lynch Wealth Management in Tacoma provides comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and families. As part of Bank of America's wealth management division, they offer access to institutional-grade investment products, financial planning tools, and personalized guidance from experienced advisors. Their Tacoma office serves the Pacific Northwest with solutions tailored to clients' long-term financial goals.

RBC Wealth Management is a branch of Royal Bank of Canada's wealth management division, offering comprehensive financial advisory services to clients in Tacoma and the surrounding region. The team provides investment management, retirement planning, and personalized wealth strategies tailored to individual financial goals. As part of a major Canadian financial institution, they bring institutional resources and expertise to client portfolios.