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2024

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Best Financial Advisors in Tacoma, WA

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Tacoma Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

53Reviewed

35Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

5727 Baker Way, Suite 107, Gig Harbor, WA 98332

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

DecisonPoint Financial specializes in comprehensive financial planning; fiduciary investment management; 401(k), 403(b), 457(b), 401(a); and cash balance plans for public and private employers. Its team of CFP® Professionals works with business owners, executives, medical and legal professionals, retirees, families, and Washington State firefighters. The financial planning firm helps clients prepare for a successful retirement—helping evaluate their debt ratio, household investment allocation, and estate planning needs. CEO Scott Johnson, both a CFP® and a CPFA, has 28 years of experience in the financial services industry. DecisionPoint Financial has offices in Mesa, Arizona and in Gig Harbor, Washington, which extends its services to the Tacoma metro.

  • Estate Planning
  • Investment Management
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Retirement Planning

Tacoma, WA
WebsiteLicense: 6169300

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Fortis Financial Group is an independent, fiduciary financial advisory firm in the Pacific Northwest that provides financial planning solutions to people in Tacoma. Its team of wealth management professionals is composed of CFPs, CFAs, and CPAs, providing clients with direct access to the company's financial group. Its consultants offer financial planning, scenario analysis, institutional-level investment insights, and tax advice across financial management areas to help technology professionals manage and grow their portfolios. Fortis’ mission is to enrich customers' lives through financial security and freedom.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)
Synergos Advisory LLC logo

Synergos Advisory LLCExpertise.com

1700 Westlake Ave N Suite 200, Seattle, WA 98109
WebsiteLicense: 304021
Website
Schedule Your Free Consultation

Expertise.com Rating

Why choose this provider?

Synergos Advisory LLC serves the Tacoma area, specializing in working with people active in the science, technology, engineering, and mathematics sectors. The company offers financial advisory solutions encompassing a broad range of aspects, from cashflow management and college education planning to investment consulting and Roth 401(K) and IRA conversion. It also helps clients manage their personal and business risks. Certified Financial Planner David R. Uhlmann is an Accredited Portfolio Management Advisor and Asset Management Specialist with over 15 years of experience.

  • Investment Planning
  • Equity Compensation Planning
  • Comprehensive Financial Planning
  • Asset Allocation & Risk
  • Certified Financial Planner (CFP)
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Tacoma, WA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

6521 Flanegan Road West, Lakewood, WA 98499

Expertise.com Rating

Why choose this provider?

Commencement Financial Planning LLC is a wealth management firm that serves the residents of Tacoma and the surrounding areas. It helps clients achieve their financial goals through services such as retirement planning, tax planning, and cash flow planning. It also handles investment portfolios and estate disposition. Financial consultant Troy Sapp has been working in the field of wealth management and tax compliance for more than 24 years. He works on a consultative approach that takes into account all aspects of his clients' unique situations.

  • Certified Financial Planner (CFP)

3102 Ruston Way, Tacoma, WA 98402

Expertise.com Rating

Review Sources

Yelp
5.0 (18)

Why choose this provider?

Stolz & Associates, P.S., is a wealth management firm operating in Tacoma. It assists individuals and their families with their financial planning needs for retirement, tax, social security, cash flow, post-divorce, and investment management. Its team conducts discovery meetings that contribute to developing customized financial plans based on clients' goals. One of the firm's financial advisors, David A. Stolz, is a Certified Financial Planner and a CPA with over 20 years of experience in working with high-net-worth individuals.

  • Retirement Planning
  • Certified Financial Planner (CFP)

1551 Broadway, Tacoma, WA 98402

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Founded in 1981, Financial Insights is an independently owned business that offers investment management and financial planning services in Tacoma. Its financial advisory team assesses and evaluates clients' short-term and long-term goals to develop investment strategies that meet specific needs. Its wealth management offerings are financial planning, progress monitoring, investment management, tax coordination, cash flow management, and estate planning. Its president, Ali Criss, was recognized by South Sound Magazine as the best financial advisor in 2014, 2015, and 2020. She is a Certified Financial Planner.

  • Retirement Planning
  • Certified Financial Planner (CFP)

2312 North 30th Street, Tacoma, WA 98403

Expertise.com Rating

Why choose this provider?

Seneschal Advisors, LLC, provides wealth management solutions to individuals and families in Tacoma. The company designs and implements a personalized plan for clients according to their current financial status and long-term financial goals. The advisors conduct an annual review of their clients' progress and make adjustments when necessary. The firm also assists in managing family wealth and planning for life's transitions. The managing principal of Seneschal Advisors, LLC, Jeff Lang, has over 25 years of industry experience.

  • Retirement Planning
  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
DecisionPoint Financial
5727 Baker Way, Suite 107, Gig Harbor, WA 98332Call for quote
Fortis Financial Group
Tacoma, WAFree Consultation
Synergos Advisory LLC
1700 Westlake Ave N Suite 200, Seattle, WA 98109Schedule Your Free Consultation
SmartAdvisor by SmartAsset
Tacoma, WAFree Consultation
Commencement Financial Planning LLC
6521 Flanegan Road West, Lakewood, WA 98499
Stolz & Associates, P.S.
3102 Ruston Way, Tacoma, WA 98402
Financial Insights
1551 Broadway, Tacoma, WA 98402
Seneschal Advisors, LLC
2312 North 30th Street, Tacoma, WA 98403

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is the difference between a traditional IRA and a Roth IRA in Tacoma?

    A traditional Individual Retirement Account allows you to make tax-deductible contributions, and the earnings grow tax-deferred until withdrawal, at which point they are taxed as ordinary income. On the other hand, a Roth IRA enables you to contribute after-tax money, and qualified withdrawals, including earnings, are tax-free. The choice between the two depends on your current and future tax situation in Tacoma.

  • How can I improve my credit score in Tacoma?

    Improving your credit score in Tacoma requires adopting responsible financial habits. This includes paying bills on time, reducing debt, minimizing your loan applications, regularly reviewing your credit reports for accuracy, and maintaining a healthy credit utilization ratio. You may also consider seeking guidance from credit counseling services for personalized advice.

  • What should I keep in mind when investing in a property in Tacoma?

    When investing in a property in Tacoma, here are some things that you should take note of the following:

    • Rental demand - Assess the rental demand of the area to ensure that the property is profitable enough.
    • Property inspection - Conduct inspections and consider potential repair or renovation costs. Factor in these costs when analyzing the investment's profitability.
    • Metrics review - Check out the property's demographics, population growth trends, etc.
  • What does federal deposit insurance cover in Tacoma?

    Federal deposit insurance coverage applies to deposit accounts, such as savings, money market, checking, and certificate accounts. The standard maximum coverage limit is $250,000 per depositor, per insured bank. If you have multiple accounts in different ownership categories at the same bank in Tacoma, each category is insured separately, potentially providing more coverage.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.