Financial Advisors in Lakewood, Washington (Pierce County)

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

Eric Flaten, founded a botique wealth management business solely focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their life.

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory services are offered through Sowell Management Services, a registered investment advisor.... 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

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

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).
... 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

Irene Dabanian, MBA
IJD Evergreen has been serving hourly clients since 2003,providing a number of service levels from a two hour minimum appointment, or an investment portfolio design (10-12+ hours), to a full financial plan (includes retirement projection) (20 hours +). IJD Evergreen FSLLC is a registered invesment advisor with the State of Washington. The office is located north of Seattle in Richmond Beach, (Shoreline) overlooking Puget Sound and the Olympic Mountains. ... See More

Jay Cowles, CFP
Financial Research, Inc. is a fee-only advisory firm that provides wealth management and investment management services to individual and corporate clients. I have over 30 years of experience in investment management and financial planning, helping clients make informed financial decisions and play a smarter game when it comes to their money. As strictly a fee-only advisor, my clients know they are receiving advice and counsel which is based on true objectivity. Financial Research, Inc. is a fully independent company and receives no commission... See More

Norman Smith, AAMS, BA, CFP, CPA/PFS, MBA
We are a firm of Certified Public Accountants and Financial Planners, offering accounting, auditing, consulting, and tax services with an emphasis on fee-only financial planning services (cash flow, education funding, retirement planning, and investment management including wealth preservation). Norman Smith (CPA/CFP®) is dedicated to the financial planning dimension of the practice.... See More

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

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.
... See More

Amy Goan, CFP, MBA
Prism Financial Planning, LLC helps answer some of the questions you may have: Am I saving enough for retirement? Did I make the correct investment choices for my 401k? Can I afford to send my kids to college? Am I properly insured to protect myself and my family from the unexpected?

I believe that investing in a well-diversified portfolio of low-cost mutual funds and ETFs is the best way to reach your financial goals. Since my crystal ball has always been a bit cloudy, I don't believe in trying to time the market.

At Prism I offer comprehensive financial advice on an hourly basis. My clients only pay for the advice they need, and nothing more. As a fiduciary I only offer my expertise, and never sell any products. Therefore, my clients know they're getting unbiased advice with no conflicts of interest.

Comprehensive financial plans generally cost between $3,000 and $6,000, depending on the complexity of the client's situation. However, since I get paid by the hour you'll never pay more than what you need and want.

I look forward to getting started on your plan!... See More

Robert Keilin, CFP

Heidi Davis, CFP, MBA
Columbia Financial Planning LLC offers the following services:Financial Planning for a FeeTax Planning Review relating to Financial PlanningTrusts, Estates, InheritancesFinancial Planning for Business OwnersBusiness Owners Retirement PlansReview of Investments401k, 403b, 457, Thrift Savings Programs, SEP'sIRA's, Roth IRA's, Non Deductible IRA's Advising on Employee Benefit ProgramsStock Options, Stock Grants, Company SecuritiesNon Qualified Deferred CompensationSupplemental Special Pension BenefitsAdvising Senior Executives Public/PrivateCorporations Real Estate Analysis Investment Rentals, CommercialDivorced and Widowed Women... See More

Scott Moser, CPA/PFS, MST
Moser Wealth Advisors is a regionally owned and operated wealth management firm that combines a Certified Public Accounting firm and Registered Investment Advisor to deliver comprehensive financial planning solutions that incorporate sophisticated tax and investment advice to high net worth individuals, families and business owners. The firm produces superior results by leveraging its broad planning expertise and understanding of the complex interplay between wealth accumulation strategies and their tax implications. Our highest priority is positioning our clients for success while simplifying their day-to-day financial affairs. As an integral part of that promise, Moser Wealth Advisors creates customized approaches to meet financial objectives while minimizing risk to create wealth, all while maintaining the highest ethical standards.... See More