Fiduciary advisors in Tacoma, WA

Tacoma, Washington

Apella Wealth is a fee-only financial advisory firm in Tacoma, Washington led by Stacie Nemetz, a CFP® and AIF® with prior experience at major investment management firms. The firm provides comprehensive financial planning and wealth management services including investment planning, retirement planning, tax planning, estate planning, insurance review, and education planning, serving individuals and families across all life stages. As a fiduciary, Apella does not sell products or earn commissions, instead receiving compensation directly from clients. The firm emphasizes personalized planning that integrates all aspects of clients' financial lives and maintains ongoing availability to support plan adjustments as circumstances evolve.

Tacoma, Washington

Composition Wealth, formerly Edgewater Wealth Management, is a Tacoma-based advisory firm managing over $11 billion in assets across more than 20 advisory teams serving clients nationwide. The firm offers financial planning, investment management, tax strategy integration, retirement planning, and liquidity services organized around client life stages and goals. Advisors work collaboratively to build goal-driven financial plans and investment strategies that adapt as circumstances change.

Tacoma, Washington

Financial Insights Wealth Management is a women-owned firm in Tacoma providing financial planning, retirement planning, tax planning, and socially responsible investing services. The firm's advisors hold CFP credentials and follow a documented investment process centered on aligning portfolio construction with client goals, long-term asset allocation, and diversification across and within asset classes. The firm emphasizes understanding client circumstances and risk tolerance through initial consultation, then developing and monitoring customized investment strategies using mutual funds, fixed income, equities, ETFs, and alternative investments.

Tacoma, Washington

Insurance-Based

John Unterreiner - Northwestern Mutual is an insurance-based firm in Tacoma, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tacoma, Washington

Kimball Creek Partners is an investment advisory firm in Tacoma, Washington. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Tacoma, Washington

Merit Financial Advisors is an investment advisory firm in Tacoma, Washington. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tacoma, Washington

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tacoma, Washington. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.8-star rating from 5 Google reviews.

Tacoma, Washington

Insurance-Based

Michelle Williams, Financial Advisor - Eagle Strategies is an insurance-based firm in Tacoma, Washington. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tacoma, Washington

Insurance-Based

Minh-Chau Pham Nguyen, Financial Advisor - Eagle Strategies is an insurance-based firm in Tacoma, Washington. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tacoma, Washington

Slusser Financial, LLC, based in Tacoma, Washington, offers financial planning, insurance, and estate planning services for individuals and businesses. Founded in 2017 by Scott Slusser, who holds the Retirement Income Certified Professional (RICP®) designation and has been a Million Dollar Round Table member since 2015, the firm serves clients in the Seattle/Tacoma area. The team includes a Director of Client Services, Service Assistants, and a Financial Adviser, with combined experience in insurance and financial services.

Tacoma, Washington

Wealth Enhancement Group is an investment advisory firm in Tacoma, Washington. Services include Financial Planning. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.