Find a Financial Planner in Gig Harbor, WA

 

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We Only Work With The Best Gig Harbor Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Gig Harbor, WA

  • Financial Advisor Close to Gig Harbor, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Gig Harbor Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Gig Harbor area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Gig Harbor can include managing client retirement accounts, investments, tax plans, and more.
29.5% of Gig Harbor's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Gig Harbor area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Gig Harbor area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Gig Harbor area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Gig Harbor area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Washington has unique laws defining which actions trigger a taxable event and has the 24th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Gig Harbor area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Gig Harbor area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Gig Harbor, WA

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Gig Harbor, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Gig Harbor financial advisors.
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How Retirement-Friendly is Gig Harbor, WA?

  • Population: 9,854
  • % of Population 62 Years and Over: 29.5%
  • Average Home Value: $468,900
  • Average Monthly Housing Cost: $1,478
  • Average Household Income: $119,032
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)


The Top Financial Advisor Firms in Gig Harbor, WA


PACIFIC ASSET MANAGEMENT, LLC

Website

(253) 649-4600

4320 Harborview Dr

Gig Harbor, WA 98332

SEC#: 801-60894
Years in Business: 19 years

LIGHTHOUSE WEALTH STRATEGIES, LLC

Website

(253) 948-3725

3312 Rosedale st Nw
Suite 201
Gig Harbor, WA 98335

SEC#: 801-114372
Years in Business: 2 years

FORTITUDE ADVISORY GROUP L.L.C.

Website

(253) 470-4977

7191 Wagner Way, Nw
Suite 302
Gig Harbor, WA 98335

SEC#: 801-60827
Years in Business: 19 years

BHJ WEALTH ADVISORS

Website

(253) 534-8888

7191 Wagner Way Nw
Suite 301
Gig Harbor, WA 98335

SEC#: 801-118204
Years in Business: 1 years