The Top Financial Advisors in Tacoma, WA

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Financial Insights Wealth Management is at the top of our our list of the top financial advisors in Tacoma. This is a fee-only registered investment advisor (RIA) that provides portfolio management and financial planning services to a variety of clients, most of whom are individuals who do not have a high net worth, along with high-net-worth individuals and charitable organizations. Members of the Financial Insights advisory team holds the Certified Financial Planner™ (CFP®) and chartered socially responsible investment counselor (CSRIC) designations.

To receive wealth management services from Financial Insights, which combine investment advisory services and financial planning, you’ll need a minimum account balance of $500,000. However, the firm may waive this requirement at its discretion. 

Dorothy A. Lewis founded Financial Insights in 1984 and remains on staff. She is one of serveral CFP® professionals at the firm. Her team designs and manages investment portfolios to help clients meet their long-term goals. Financial planning services can also include: 

• Business planning
• Charitable giving 
• Review of financial needs following a death or disability
• Funding education through 529 plans, federal financial aid and more
• Estate planning
• Retirement planning 
• Tax analysis
• Insurancae
• Personal financial goals 

Financial Insights aims to build investment portfolios tailored to the client’s risk profile and long-term financial goals. These portfolios may invest in individual equities, bonds, certificates of deposit, no-load mutual funds, load-waived mutual funds and exchange-traded funds (ETFs). The firm generally places client assets in a portfolio based on or more of the following risk levels: 

• Very conservative
• Moderately conservative
• Conservative 
• Moderate
• Moderately aggressive
• Aggressive
• Very aggressive

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Seneschal Family Office is a fee-only firm that specializes in financial planning and investment management tailored to high-net-worth individuals and families. Its advisory team includes financial certifications such as a Certified Financial Planner™ (CFP®) and certified divorce financial analyst (CDFA). Advisors may hold more than one of these designations.

Seneschal Family Office has been in operation since 2004. This team offers advice on such financial planning topics as: 

• Cash management and budgeting
• Risk management and insurance
• Education planning
• Retirement planning
• Estate planning
• Investment planning and asset allocation
• Tax planning

There is no absolute account minimum, but the firm generally discourages managing portfolios below $500,000 unless part of a larger family relationship. Service tiers are based on asset levels: Wealth Management is generally recommended for portfolios of $1–3 million, Comprehensive Wealth Management for $3–5 million, and Family Office Services for $5–15 million or more. Depending on the service tier, fixed annual fees may apply in addition to asset-based fees.

Seneschal Family Office builds portfolios through asset allocation strategies rooted in long-term planning. The firm emphasizes diversification across stocks, bonds, cash and other asset classes, typically using mutual funds and ETFs. Its approach avoids market timing and frequent trading, instead focusing on aligning investments with each client’s financial plan, risk tolerance, and goals. Portfolios are reviewed regularly to ensure they remain consistent with client objectives.

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Stolz & Associates is a fee-only firm that offers wealth management and financial planning services through a small team of advisors. The in-house team includes certifications such as Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), certified public accountant (CPA) certified exit planning advisor (CEPA), personal financial specialist (PFS) and more.

The firm doesn’t require clients to maintain a minimum account size to receive investment advisory services. The team serves individual clients who fall above and below the high-net-worth mark, as well as pension and profit-sharing plans.

Stolz & Associates has been providing investment advisory services since 2001. Today, its wealth management process begins with an analysis of a client’s overall financial situation and goals, leading to a plan that may include retirement, estate, tax, education, charitable giving, insurance, debt and business planning. Once the plan is developed, the firm builds and manages investment portfolios tailored to those goals. umulation stage.

Generally, the firm uses fundamental and technical analysis when determining whether securities may be appropriate for a client’s portfolio. For the most part, they also adhere to the Efficient Market Theory. This school of thought suggests that stocks trade at their fair value on the exchanges because they reflect all available information. Thus, one can’t buy undervalued stocks or sell overvalued ones at higher prices. The firm states proponents of this theory believe one can’t "achieve returns in excess of average market returns on a risk-adjusted basis, given the information publicly available at the time the investment is made."

Portfolios may include mutual funds, ETFs, individual stocks and bonds, non-commission annuities and other public or private securities. The firm also offers a wrap fee program to clients in the accumulation phase, which bundles the costs of investment management and brokerage execution into one fee. 

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Rainier Family Wealth, founded in 2023, provides wealth management and retirement plan consulting on a fee-only basis, meaning its compensation comes solely from clients rather than commissions. The firm works with individuals, high-net-worth individuals, charitable organizations and businesses. Clients typically need $500,000 in investable assets to establish a relationship, though this minimum may be waived in some cases.

The firm offers investment management and comprehensive financial planning. Services include portfolio design and monitoring, retirement planning, tax planning strategies, estate planning, insurance reviews, business planning, college savings guidance, cash flow management and risk management. 

Rainier Family Wealth's small team includes advisors who hold the Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA) designations. 

Its investment approach blends fundamental, technical, cyclical, and charting analysis—methods that study financial data, market patterns, economic cycles and price trends to inform investment decisions. The firm also uses modern portfolio theory, which emphasizes diversification and the idea that overall portfolio design has greater impact on long-term results than picking individual securities. 

Portfolios are built using stocks, bonds, ETFs, mutual funds, municipal and government securities, as well as cash equivalents. Strategies combine active and passive management with an emphasis on diversification, long-term planning and aligning risk and return with client objectives. Socially responsible investing options are also available. 

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MKT and Associates, another fee-only practice, rounds out our list of the top financial adivsors in Tacoma. MKT provides investment advisory and financial planning services to individuals, high-net-worth individuals and retirement plans. The firm generally requires a $250,000 minimum account size, though it may waive this requirement at its discretion. 

Clients can expect portfolio management services tailored to their goals, risk tolerance and financial circumstances, as well as retirement plan consulting and fiduciary support for 401(k) and similar plans. The firm also provides financial planning in areas such as budgeting, retirement and tax planning, though these services are not offered on a standalone basis.

Managing member Matt Keefe is the lone advisor on staff at MKT, which first opened for business in 2024. Keefe holds the certified investment management analyst (CIMA) designation. 

MKT’s investment approach blends quantitative, technical and fundamental analysis. Portfolios are built using mutual funds, ETFs (active and passive) and other securities across equities, fixed income and alternative asset classes. The firm offers model portfolios that range from conservative to growth-oriented, including tax-managed options and seeks to align investments with client objectives while managing risk.