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Best Financial Advisors in Tacoma

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Bright Harbor Wealth Management logo

Bright Harbor Wealth Management

PO Box 1593, Tacoma, WA 98401
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  • 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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Commencement Financial Planning LLC logo

Commencement Financial Planning LLC

6521 Flanegan Road West, Lakewood, WA 98499
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  • 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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Financial Insights logo

Financial Insights

1551 Broadway, Tacoma, WA 98402
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  • 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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Seneschal Advisors, LLC logo

Seneschal Advisors, LLC

2312 North 30th Street, Tacoma, WA 98403
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  • 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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Stolz & Associates, P.S. logo

Stolz & Associates, P.S.

3102 Ruston Way, Tacoma, WA 98402
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  • 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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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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