Best Financial Advisors in Tacoma

2021

We scored 51 Financial Advisors in Tacoma, WA and Picked the Top 6

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: October 26, 2021

Retirement Planning
Certified Financial Planner (CFP)

Bright Harbor Wealth Management is a financial advisory company serving clients in Tacoma and the neighboring communities. Led by Aaron Palmer, a CFP professional, the team designs a customized plan that shows clients how to work toward their goals. The firm utilizes its network to give clients a wide range of options and determine which investments will lead to financial success. The financial professionals have been working with educators since 2004 and serve as specialists in TRS, SERS, PERS, 403b, and DCP.

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PO Box 1593
Tacoma, WA 98401

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(253) 225-2869 Website

Certified Financial Planner (CFP)

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.

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6521 Flanegan Road West
Lakewood, WA 98499

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(253) 820-6432 Website

Retirement Planning
Certified Financial Planner (CFP)

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.

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1551 Broadway
Tacoma, WA 98402

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(253) 627-6010 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Tax Planning

Lucia Capital Group – Fircrest helps Tacoma residents achieve their goals and become financially independent through a range of advisory services. These include financial planning, retirement income management, and investment and risk management. The company also offers alternative investments independent of the stock and bond markets, like hedge funds and private credit, to diversify clients' portfolios. Chairman and CEO Raymond Lucia has 20 years of industry experience. He supports several local non-profit organizations like Big Brothers Big Sisters of San Diego.

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1019 Regents Boulevard
Tacoma, WA 98466

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(800) 644-1150 Website

Retirement Planning
Certified Financial Planner (CFP)

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.

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2312 North 30th Street
Tacoma, WA 98403

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(253) 460-3430 Website

Retirement Planning
Certified Financial Planner (CFP)

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.

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3102 Ruston Way
Tacoma, WA 98402

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(253) 272-3441 Website