Financial Advisors in Lacey, Washington (Thurston County)

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

Bradley Van Vechten, CFP, ChFC, CIMA, CLU
As a Registered Investment Advisor, Federal and State law requires PWMS to be held to a Fiduciary Standard. Every RIA must adopt and follow a Code of Ethics and fully disclose to clients how they are compensated. We adhere strictly to the notion of recommending what's best for you, not just what is suitable.
Let us help you create a plan that works for your lifestyle, your family and your future. At PWMS we use an all-inclusive approach to examine your complete financial picture and design a comprehensive plan to achieve your financial goals. Did you know that people who engage a financial advisor and rebalance their portfolios regularly are more likely to achieve their financial goals and less likely to make bad decisions when markets are down?
We use a disciplined, proactive approach to help you achieve your financial goals. We listen carefully to understand your needs, work closely with you to build & keep your trust, monitor your progress and maintain an open conversation regarding your investments.... 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

Robinswood Financial, LLC provides investment management and financial planning services. Our objective is to deliver higher returns for our clients while providing maximum risk protection.

What sets us apart from other firms is our dedication to personalized service and a relationship-based client-first philosophy. We are committed to the highest ethical standards. As independent, fee-only investment advisors, we do not work for commission and therefore we are free to provide you with sound, unbiased financial advice that has only your best interests at heart.... See More

Robinswood Financial, LLC provides investment management and financial planning services. Our objective is to deliver higher returns for our clients while providing maximum risk protection.

What sets us apart from other firms is our dedication to personalized service and a relationship-based client-first philosophy. We are committed to the highest ethical standards. As independent, fee-only investment advisors, we do not work for commission and therefore we are free to provide you with sound, unbiased financial advice that has only your best interests at heart.... See More

Nathan Ricks, CFP, MS

Sherwood Investments is a fee-only (no commissions) Registered Investment Advisor and Financial Planner helping clients in the Seattle area as well as nationwide for over 20 years. They offer 100% fiduciary investment management and financial planning on a fee-only, no-commission basis. They help clients of all ages reach their financial goals.

Because Sherwood Investment Services does not receive one penny from commissions, they avoid any possible conflicts of interests.

"Everything we do is aimed at helping our clients meet their financial goals with the least risk possible. We want you to achieve financial security and worry less about your financial future."

Sherwood Investments has been helping clients in the Seattle area as well as nationwide with their financial plans and investments. For more information, contact ,me directly by phone 425--898--8989, email or visit their web site www.sherwood-investments.com . (Don't forget the dash in the web address.) We want to help you be financially secure.... See More