Best Financial Advisors in Tacoma, WA
Equal Path Investments
Equal Path Investments is a fee-only, women-led financial advisory firm founded by Carlie Ransom and Danielle Hines, dedicated to service-driven professionals. Teachers, healthcare staff, and military members will find guidance that truly centers their unique needs and values. Expect flat, transparent fees with no commissions, so the advice stays objective and tailored to your goals. Investment management is offered at cost—often as low as 0–0.12 percent—helping you avoid hidden costs while building a secure financial future. Education and accessibility sit at the heart of what they do, bridging gaps for clients seeking a more inclusive, values-aligned financial partner.
GROUPIRA
GROUPIRA stands out for those looking to simplify retirement investing while unlocking options traditionally reserved for high-net-worth clients. Founded by a team committed to boosting financial wellness, they offer a transparent, commission-free platform that leverages collective buying power so members can access institutional-grade investments at a lower cost. You won’t find hidden fees or surprises—just an easy dashboard, quick setup, and the choice to get professional guidance from independent advisers if you want it. For anyone wanting access, simplicity, and transparency, GROUPIRA could be a welcome fit.
Batik Financial
Batik Financial focuses on guiding educators, school employees, their families, and small business owners through the complexities of financial and retirement planning. Expect more than off-the-shelf advice—personalized strategies are crafted with a deep understanding of each client’s unique situation. Their close partnership with PlanMember Securities Corporation brings an extra layer of trust and oversight to every interaction. Need an employer retirement plan that’s actually designed for your organization? They tailor solutions for independent schools and small businesses, so your resources work smarter for you and those you support.
Briarwood Financial
Briarwood Financial makes navigating major life goals and investments feel stress-free with their highly personalized approach. Client intake is intentionally limited, so you’ll always get tailored, expert attention. The initial comprehensive plan outlines a clear path, and there’s never any product sales pressure. Virtual meetings and transparent fees make planning accessible for busy individuals or families, whether local or across the country.
First Command Financial Advisor – Ryan Feng
Solid work, fair prices, shows up when they say they will. That’s exactly what you SHOULD expect and what you’ll get with a First Command financial advisor like Ryan Feng. With a military background and deep knowledge of service-specific benefits, Ryan provides personalized financial coaching for military families—both in-person and virtually. Complimentary plans for active duty members make this an especially strong fit for those who serve.
First Command Financial Advisor – Mark Claudio
Delivering everything from investment advice to retirement and insurance planning, First Command Financial Advisor Mark Claudio is dedicated to guiding military families through life’s financial challenges. You’ll find a team that truly understands military life, since many advisors are veterans themselves. Complimentary financial plans are available for active duty service members, making support accessible from a firm with decades of military financial expertise.
Ross Investment Group – Financial Advisor: Brent Ross
Ross Investment Group, led by Financial Advisor Brent Ross, builds financial strategies tailored to each client—no cookie-cutter plans here. Affiliation with LPL Financial lets clients access a deep menu of investment offerings plus the ease of working with someone focused on individual needs. You’ll find comprehensive services from retirement to estate and college planning, with a transparent and client-first approach.
Edgewater Wealth Management
If you’re seeking a financial partner known for tailored advice and a standout local track record, Edgewater Wealth Management might catch your eye. Backed by Northwestern Mutual’s reputation and recognized by Forbes, they focus on holistic planning, blending investment, retirement, and insurance strategies. Expect proactive support with digital access, plus an experienced team ready to craft strategies around your unique goals.
Investors Portfolio Services – Financial Advisors
With over 25 years guiding clients through every market cycle, Investors Portfolio Services delivers personalized wealth and retirement planning rooted in fiduciary commitment. Each portfolio is built around your goals, with transparent fees and investments managed through leading custodial platforms. Business owners and individuals alike benefit from thoughtful planning, robust client education, and responsive advice directly aligned to long-term financial success.
Kimball Creek Partners
With strong community ties and more than 30 years guiding local families, Kimball Creek Partners specializes in wealth management shaped around your distinct values. Clients benefit from fiduciary standards, transparent fee-based advice, and the experience of CERTIFIED FINANCIAL PLANNER™ professionals. You’ll find their tailored financial planning, risk management focus, and attentive service especially helpful if you value ongoing guidance over cookie-cutter solutions.
Edward Jones – Financial Advisor: Karley Schluter, CFP®|ChFC®
Edward Jones – Financial Advisor: Karley Schluter, CFP®|ChFC®, takes the guesswork out of financial planning with customized strategies built around your needs. Through face-to-face or virtual meetings, you’ll get clear guidance on everything from retirement savings to estate considerations. Karley’s CFP® expertise and commitment to real conversation help simplify decisions and keep your financial goals front and center.
Edward Jones – Financial Advisor: Nikolette E McRoberts Legg
Solid work, fair prices, shows up when they say they will. That’s what you’ll get with Nikolette E McRoberts Legg—personalized financial strategies, experienced guidance, and face-to-face support for investors, entrepreneurs, or those planning for retirement or college.
Symmetry Financial Group Tacoma
Symmetry Financial Group Tacoma provides tailored life insurance and financial planning, drawing from more than 30 top carriers. Exceptional service and a client-first approach set them apart, especially for those seeking personalized options and lasting professional relationships.
Commencement Financial Planning, LLC
Providing holistic financial planning and investment management, Commencement Financial Planning specializes in fee-only, fiduciary advice tailored to your unique goals. You’ll benefit from deep tax expertise, low-cost portfolios, and a true focus on transparency over commissions.
Principal Financial Group
For those seeking hands-on support with retirement goals and wealth management, Principal Financial Group stands out. Clients benefit from personalized advice, a robust range of investment options, and a history of real financial stability.
Penny Lane Financial
Penny Lane Financial delivers a full suite of financial solutions, from tailored insurance to estate and retirement planning. Enjoy a personalized, transparent experience with flexible scheduling and free consultations, all designed to simplify your financial journey under one trusted roof.
Puget Sound Financial Strategies
Puget Sound Financial Strategies crafts personalized retirement plans rooted in a holistic, educational approach. Clients benefit from fiduciary guidance, free educational resources, and pressure-free insurance quotes tailored to their unique financial goals and lifestyles.
Bulwark Capital Management
If you want specialized financial planning with an edge, Bulwark Capital Management stands out for risk management focus and use of alternative investments. Transparent, fiduciary advice pairs with digital convenience and client education you can rely on.
North Financial Inc
With years of expertise, North Financial Inc. handles everything from bookkeeping and payroll to investment management. You’ll find client-friendly training for hands-on business owners and approachable, informed support. Their affordable service stands out for small-business clients.
David Cook – Branch Manager, Ameriprise Financial Services, LLC
With a strong connection to the local community, David Cook offers thoughtful financial guidance tailored to your stage of life, focusing on retirement, major purchases, and ongoing education. Expect personal meetings and flexible planning, plus complimentary consults.
Edward Jones – Financial Advisor: Mart K Mitchell
Edward Jones – Financial Advisor: Mart K Mitchell makes it easy to build a financial plan that fits your life with flexible meetings, personalized strategies, and transparent communication. Complimentary first consultations ensure your questions are addressed right from the start.
How Power Rankings Work
– Professional credentials and ongoing certification requirements
– Fee structure clarity and fiduciary commitments
– Investment philosophy and asset-allocation methods
– Scope of planning services (tax, retirement, estate, education)
– Account minimums and portfolio customization options
– Communication style, review cadence, and tech tools
– Performance history relative to benchmarks and risk measures
– Client satisfaction scores and referral volume
Pro tip: Select two advisors whose expertise matches your main goal, request a brief written plan outline, then compare how their fees, service timelines, and investment roadmaps align with your objectives before you commit.
