Financial Advisors in Oak Harbor, Washington (Island County)

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

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

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

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

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

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