Tacoma, Washington, a vibrant city with a rich cultural and industrial heritage, is home to a variety of investment firms catering to residents who are looking to build, manage, and preserve their wealth. Whether you’re preparing for retirement, growing assets, or seeking tax-efficient strategies, Tacoma’s financial services industry provides numerous options to meet diverse needs. Investment firms in the area offer services such as portfolio management, estate planning, retirement planning, and financial advisory. These firms range from local independent advisors to larger regional and national institutions. This overview presents a neutral look at the available investment firms in Tacoma, providing you with the information needed to explore your options without promoting any specific provider.
1. Group IRA
Group IRA is a financial services firm located in Tacoma, Washington, specializing in retirement planning and investment strategies. The firm provides retirement solutions to individuals, helping them grow and manage their retirement savings with an emphasis on tax-deferred growth. They offer services such as IRA accounts, 401(k) rollovers, and retirement income planning. Their goal is to help clients achieve long-term financial security through personalized retirement strategies. Group IRA works closely with clients to design financial plans that align with their retirement goals.
Phone: 866-698-4494
Email: [email protected]
Address: 6402 19th St W, Tacoma, WA 98466, United States
Website: groupira.com
2. Maclean Wealth Planning
Maclean Wealth Planning is a Tacoma-based financial advisory firm that specializes in providing comprehensive wealth management services. They focus on helping individuals and families plan for retirement, manage investments, and address tax and estate planning needs. The firm takes a personalized approach, ensuring that each client receives tailored financial advice to meet their unique goals. They emphasize a holistic strategy, guiding clients through life’s financial transitions and helping them secure their financial future. With a commitment to long-term financial success, Maclean Wealth Planning works to build strong, lasting relationships with their clients.
Phone: 535-097-051
Email: [email protected]
Address: 1201 Pacific Ave #600, Tacoma, WA 98402, United States
Website: macleanwealthplanning.com
3. Kimball Creek Partners
Kimball Creek Partners is a fee-based, independent wealth management firm located in Tacoma, Washington. Founded with the mission to combine principles of good stewardship with fiduciary care, the firm offers personalized financial planning services to individuals and families. Their services include retirement planning, investment management, estate and legacy planning, education planning, and charitable giving strategies. The firm emphasizes a disciplined approach to managing risk and aligning financial strategies with clients’ personal goals. With over three decades of experience, Kimball Creek Partners has been serving multiple generations of families, helping them achieve meaningful and sustainable financial outcomes.
Phone: (800) 493-6195
Email: [email protected]
Address: 917 Pacific Ave, Suite 407, Tacoma, WA 98402, United States
Website: kimballcreekpartners.com
4. Barney Hartley
Barney Hartley Investment Center is an independent financial advisory firm based in Tacoma, Washington, with an additional office in Seattle. Founded in 2013, the firm specializes in providing personalized investment solutions to individuals and businesses. Led by Earl “Barney” Hartley, who has been managing investments since 1991, the firm offers services such as retirement planning, wealth management, and financial consulting. Operating under Cetera Advisors, a member of FINRA/SIPC, Barney Hartley Investment Center emphasizes a client-centric approach, ensuring that each investment strategy aligns with the unique goals and circumstances of its clients.
Phone: (253) 942-8222
Email: [email protected]
Address: 6716 East Side Dr NE, Suite 5, Tacoma, WA 98422, United States
Website: barneyhartleyinvestmentcenter.com
5. Financial Insights Wealth Management
Financial Insights Wealth Management is an independent, SEC-registered financial advisory firm based in Tacoma, Washington. Established in 1981, the firm offers comprehensive financial planning, investment management, and wealth advisory services. Their team of professionals provides personalized strategies designed to help clients achieve their long-term financial goals. The firm places a strong emphasis on transparency, integrity, and client relationships. Financial Insights is committed to offering strategic financial solutions tailored to each individual’s needs.
Phone: (253) 627-6010
Email: [email protected]
Address: 1551 Broadway, 6th Floor, Tacoma, WA 98402, United States
Website: financialinsights.com
6. Edgewater Wealth Management
Edgewater Wealth Management is a financial advisory firm based in Tacoma, Washington, operating as an office of Northwestern Mutual. The firm specializes in comprehensive financial planning, offering services such as retirement planning, estate planning, business planning, and risk management solutions. Their team of experienced advisors works closely with clients to develop personalized strategies aimed at achieving long-term financial goals.
Phone: (253) 240-0080
Email: [email protected]
Address: 2115 N 30th St #102, Tacoma, WA 98403, United States
Website: https://edgewater.nm.com/
7. Bright Road Wealth Management, LLC
Bright Road Wealth Management, headquartered in Anchorage, Alaska, is an independent, fee-only Registered Investment Advisor (RIA) firm founded in 2012 by Brian Kent Pinkston. With over $284 million in assets under management and a team of eight advisors, the firm offers comprehensive financial planning and investment management services to a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Bright Road emphasizes a fiduciary commitment, ensuring that advisors act in the best interests of their clients without earning commissions or third-party compensation. Their services encompass retirement planning, tax management, estate planning, and educational seminars, utilizing evidence-based investment strategies tailored to each client’s goals. The firm’s advisors hold various certifications, such as Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA), reflecting their expertise and dedication to client-centric financial guidance.
Phone: (253) 617-1635
Email: [email protected]
Address: 1102 A St Suite 300 #35, Tacoma, WA 98402, United States
Website: brightroadwealth.com
8. Bulwark Capital Management
Bulwark Capital Management is a financial advisory firm based in Tacoma, Washington. The firm specializes in investment management and offers a variety of services designed to help individuals and institutions grow and protect their wealth. Their team takes a strategic approach to financial planning, focusing on risk management and maximizing returns. Bulwark Capital Management aims to build lasting relationships with clients by providing personalized and proactive financial advice tailored to their needs.
Phone: (253) 509-0395
Email: [email protected]
Address: 1001 S Yakima Ave, Tacoma, WA 98405, United States
Website: bulwarkcapitalmgmt.com
9. Equal Path Investments
Equal Path Investments is a fee-only, fiduciary financial advisory firm based in Tacoma, Washington. They specialize in comprehensive financial planning, offering services such as investment management, retirement planning, and financial education. Their approach is centered on providing objective, educational, and joyful financial guidance to help clients achieve a financially empowered and impactful future.
Phone: (253) 254-8354
Email: [email protected]
Address: 539 Broadway Suite J1, Tacoma, WA 98402, United States
Website: equalpathinvest.com
Exploring Your Investment Choices in Tacoma
Selecting an investment firm requires careful consideration of personal financial goals, risk tolerance, and the level of support you seek. Tacoma offers a range of investment firms, each with its own approach to financial planning and asset management. While this guide does not recommend any specific firm, it outlines the diversity of services available, helping you make an informed decision. Comparing different firms, understanding their service offerings, and assessing their expertise will empower you to choose the right partner for your financial journey. As Tacoma continues to grow and evolve, so too do its resources for thoughtful, strategic investment planning.
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
