Financial Advisors in Washington

Troy Sapp, CFP
Commencement Financial Planning LLC is an independent Fee-Only Registered Investment Advisor in Tacoma offering comprehensive financial planning and wealth management services to individuals and families. Receiving no commissions or any other compensation from vendors allows for an unbiased approach to the indentification and implementation of the best alternatives given each unique client situation.

Troy Sapp is Commencement Financial Planning LLC's proprietor. For more information regarding Troy's background and expertise click on his name under "Advisors" on this page.

You want a trusted advisor who can help organize your finances using a thoughtful and disciplined approach as well as act as a sounding board for ideas you might have. Troy strives to explain otherwise complex alternatives in every day language. He wants you to fully understand the pros and cons of each alternative before they are implemented. He wants to help simplify your financial life so you can focus on living well with family, friends, and community.

To best serve clients Troy recognizes the client/advisor relationship must involve the client sharing deeply personal information. To earn each client's trust Troy is committed to forming long term relationships by truly understanding his clients and exceeding their expectations whenever possible.

Troy knows not everyone works well together. Both client and advisor must feel they are compatible in order for the relationship to be successful. Troy strives to have an open and cooperative relationship with each of his clients. Troy is honest, reliable, and friendly. He seeks the same qualities in the clients he serves.... See More

Tammera Prouty, CFP
At Sound Financial Planning, Inc. each member of our team is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams. Led by founder and President Bill Morrissey, we have been offering comprehensive financial planning for more than three decades.
Morrissey and the SFP team have developed a comprehensive, holistic wealth management process that offers you peace of mind in achieving your financial goals and dreams.
Sound Financial Planning Inc. is a fee-only financial planning firm, which means our sole compensation is from you, the client. We receive no commissions of any kind.
Our clients receive more than just investment advice; they receive comprehensive financial planning advice and education in all areas of their financial lives. As a result of our services, our clients enjoy financial peace of mind and are prepared for life's unexpected events.
The SFP staff includes Tammy Prouty, a partner with the firm who has been with the company for more than 14 years. Tammy is a valuable team member whose financial expertise has been featured in the Seattle Times.... See More

Thomas McLean, AAMS, CFP, MSFP
Vestory is a Registered Investment Advisor (RIA) with offices in Bellevue, Olympia, and Lakewood, Washington as well as Phoenix, Arizona. Vestory is fully committed to being a fiduciary and helping clients create the best possible future by getting to the heart of your needs, wants, and fears. Additionally, with a focus on holistic planning, Vestory advisors bring together their knowledge of retirement, investment, inusrance, college, tax, estate, and charitable planning to provide you with robust solutions and ideas to achieve your goals.
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Ben Jennings, CFP, CLU, CPA/PFS
SoundView Advisors is a fee-only comprehensive financial planning firm with offices in Olympia and Seattle, WA.
At SoundView Advisors, we carry a strong conviction that your life is inherently valuable. How you plan and choose to invest your time, talents, and treasures greatly affects those close to you. We understand the ripple effects of financial decisions, and consider it a privilege to walk alongside our clients. Our business is planning for your future.... See More

Michael Pace, CFP, MSFS
Michael Pace is Certified Financial Planner practitioner who holds a Masters degree in Financial Services from the College for Financial Planning, and a Masters degree in Industrial Engineering and Business from the University of Washington.
Michael offers personalized financial planning and investment management services to individuals and families. He does not sell or receive commissions on any financial products.
For a list of Michael's areas of planning expertise, please click on the link for his name below.
In order to have a successful relationship, a client and a financial advisor need to get along very well. This relationship is unique in that a great deal of a client's very personal information is shared with a financial planner. Hence, the relationship must be one where open communication and complete trust are always present.
It is not possible for all clients and all financial planners to successfully work together. Care must be taken by a client and by a financial planner to determine if they will make a good team. Michael is friendly and reasonable, and his clients typically are with him for their entire lives. Michael focuses his practice on working with people who are nice.
If you believe this type of relationship will suit you, please visit Michael's website for information about his availability to take on new clients. ... See More

Stacy Ployhar, CFP
A life well planned is a life well lived. I work with clients on all aspects of life where money exerts an influence.
I strive to make the financial planning experience one where you feel empowered, educated, and encouraged to meet the dreams you have for your life.
Regardless of your age or stage in life, having a financial blueprint equips you with the way forward. You will have peace of mind knowing that you are successfully working towards your goals. Some of the places my clients work include Amazon, Microsoft, Boeing, Expedia, Google, Intel, Zillow, Fred Hutchison,Starbucks, Nordstrom, as well as King County, City of Seattle, Bellevue School District, UW, and the FAA.
For pricing and services, please visit 'Services and Fees' on website (listed in left hand column of this page).
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Scott Blaesing, CFP, CPA

Joseph Hebert, CFP
trueNorth is a fee-only financial planning and investment advisory firm staffed by CERTIFIED FINANCIAL PLANNER™ professionals. We are committed to developing a thorough understanding of each our client’s current circumstances and future goals, so that the plans we develop, the portfolios we manage, and the recommendations we make can be delivered with insight as well as objectivity.
We work with clients within ten years pre- or post-retirement, facing issues such as retirement cash flow projections, managing a portfolio during the distribution phase, creating retirement income from a nest egg, pension and Social Security decisions, planning for long term care, and planning for housing changes as they age. We also serve working professionals who are building their nest egg and facing planning issues such as college funding, 401k management, stock options, managing inherited money, and tax planning.
Our Wealth Advisory Services combines the benefits of both comprehensive financial planning with on-going professional investment management services; full details are available on our website.... See More

Therese Govern, CFP, CPA, MBA
Therese Govern Financial Advisors LLC is a financial planning and investment advisory firm focused on the financial challenges of retirement. Retirement is a serious undertaking. Our goal is to help you prepare financially, make sensible financial decisions along the way, and manage the challenge of making your money last.TGFA's primary service combines investment management with financial planning, delivering a comprehensive approach to your money and your life. This service is anchored in the ongoing, continuous management of your investment portfolio, and informed by a thorough understanding of your goals, circumstances, cash flow, and tax situation.There are many things we can help you plan: for example, constructing a bond ladder to supply your annual cash needs, or converting an IRA to a Roth in a low tax year. And then there are things you must simply react to: the death of a spouse, a sudden inheritance, historically low mortgage rates, to name a few.Therese's job is to help you plan for the knowns and deal with the unknowns when they come. The goal is to see you retired: informed, prepared, and confident.... See More

Turloff Financial Consulting is a fee only financial advisor and we believe fees and expenses are important which is why we strive to be a low cost advisor.

Kory Johnson is a Certified Financial Planner professional and owner of Johnson Financial Strategies a independent financial planning and wealth management firm.Mr Johnson specializes in income distribution planning. The firm focuses on empowering retirees and those about to retire on how to help preserve and protect their capital, increase their income and help organize their assets to last a lifetime.... See More

Ronald Simmer, BS, CFP, MBA
Fee-Only Personal Financial Planning, Retirement Planning, Investment Planning, Tax Planning

Robert Keilin, CFP

Nathan Ricks, CFP, MS

George Middleton, BS, CFA, CPA/PFS, MBA
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We are here to help you with your financial concerns. It could be: Retirement planning Tax planning Investment Management Estate Planning College planning Charitable giving
or a host of other financial issues that are important to you.
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