Find a Financial Planner in Tacoma, WA

 

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We Only Work With The Best Tacoma 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 Tacoma, WA


  • Financial Advisor Close to Tacoma, 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 Tacoma Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Tacoma area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
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 Tacoma can include managing client retirement accounts, investments, tax plans, and more.
16.1% of Tacoma'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 Tacoma 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 Tacoma 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 sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Tacoma area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Tacoma area who determine what breaks are available to you to minimize your tax payments. 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 is a service offered by many financial advisors, planners, and other professionals in the Tacoma area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Tacoma area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 212,869
  • % of Population 62 Years and Over: 16.1%
  • Average Home Value: $278,500
  • Average Monthly Housing Cost: $1,332
  • Average Household Income: $80,460
  • 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 Tacoma, WA


GOULD CAPITAL, LLC

Website

(253) 272-9898

1498 Pacific Avenue
Suite 525
Tacoma, WA 98402

SEC#: 801-114815
Years in Business: 2 years

SENESCHAL ADVISORS, LLC

Website

(253) 460-3430

2312 N. 30th Street
Suite 101
Tacoma, WA 98403

SEC#: 801-100396
Years in Business: 6 years

STOLZ & ASSOCIATES, PS

Website

(253) 272-3441

3102 Ruston Way
Ste A
Tacoma, WA 98402

SEC#: 801-117720
Years in Business: 1 years

COLUMBIA RIVER ADVISORS

Website

(253) 589-1401

2115 N 30th Street, Suite 102

Tacoma, WA 98403

SEC#: 801-71970
Years in Business: 10 years

FINANCIAL INSIGHTS INC

Website

(253) 627-6010

1551 Broadway
Suite 600
Tacoma, WA 98402

SEC#: 801-21624
Years in Business: 37 years

PORTFOLIO STRATEGIES INC

Website

(253) 383-1676

621 Pacific Avenue Suite 15

Tacoma, WA 98402

SEC#: 801-18475
Years in Business: 38 years

BENCHMARK PLUS MANAGEMENT

Website

(253) 573-0657

820 A Street
Suite 700
Tacoma, WA 98402

SEC#: 801-62490
Years in Business: 17 years

D'ANNUNZIO CONSULTING GROUP, LLC

Website

(253) 272-1972

621 Pacific Avenue
Suite 216
Tacoma, WA 98402

SEC#: 801-68118
Years in Business: 14 years

CARAVAN CAPITAL MANAGEMENT LLC

Website

(253) 302-5035

950 Pacific Avenue
Suite 500
Tacoma, WA 98402

SEC#: 801-110208
Years in Business: 4 years

PACIFIC CURRENT GROUP

Website

(253) 238-0417

2323 North 30th Street
Suite 201
Tacoma, WA 98403

SEC#: 801-72415
Years in Business: 10 years