Best Financial Advisors in Lakewood, WA

The highest-rated Financial Planning & Wealth Management companies out of 188 vetted & reviewed in the Lakewood area.

Brink & Sadler Cpas

Brink & Sadler Cpas

(3)
“They are excellent CPA's - Bob Speicher takes very good care of me personally and for my business - I would recommend them for all your CPA needs”
In Business Since 1995
Offers Financing Options
Transparent Fees & Pricing
Average Price Tag
5127 112th St SW, Lakewood, WA 98499
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Ichiban Intl.

Ichiban Intl.

Pay Preparation Fee, Tax Planning
“US-Taxman, Dan E. Gordon has 24 years experience preparing US tax return for Expats. He began 1998 preparing return for Military, Retirees and Embassy personnel in Bangkok, Thailand. Because of his expertice the business quickly grew to include clien...”
24+ Years Experience
Free Initial Consultation
Transparent Fees & Pricing
Mailing:, 10011 Bridgeport Way SW Ste 1500-640, Lakewood, WA
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Stephen Bowden Investments

Stephen Bowden Investments

My Qualifications, Tell A Friend
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2010
Transparent Fees & Pricing
Accepts All Major Credit Cards
7403 Lakewood Dr W Ste 2, Lakewood, WA
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Rockridge Financial Services

Rockridge Financial Services

“Your retirement is more than just a number to us. You've worked hard your entire life to get to this point. You've saved and made good financial decisions, and now it's time for that hard work to pay off. Here at Rockridge Financial Services, we beli...”
In Business Since 2019
10520 Gravelly Lake Dr SW, Lakewood, WA
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Briarwood Financial Planning

Briarwood Financial Planning

(14)
  • Management
  • Taxes
  • Debt
“Ben is amazing person to work with for financial planning including college planning set up with our daughter, debt management, as well as retirement planning, and saving for our rainy day account.”
In Business Since 2020
Transparent Fees & Pricing
Serving Lakewood Area
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Elevated Financial Management

Elevated Financial Management

(25)
  • Risk
  • Social Security
  • Questions
“I've been with Mark for 3 years now and I appreciate his attention to detail, his ongoing Commnication going through this process and he has made very smart choices on how and where my funds are invested.”
In Business Since 2020
CRD #175083
33507 Celebration Park Rd bldg h ste 2, Federal Way, WA
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Life Point Law

Life Point Law

(30)
Elder Law, Probate / Estate Administration, Guardianships
“Not going to lie; the process is comprehensive and very thorough and as clients we have spent time doing "homework" and talking with and visiting other life care experts.”
In Business Since 2017
31919 6th Ave S a100, Federal Way, WA
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Investors Portfolio Services

Investors Portfolio Services

(4)
Wealth Management, Business Planning, Retirement Planning
“A month later around Christmas I met Frank at the Mall food court with a sizeable check for deposit to a new account I was a little nervous since I didn't know Frank very well.”
In Business Since 1997
Licensed, BBB Rating: A+
Serving Lakewood Area
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Strong, Jacob & Associates

Strong, Jacob & Associates

(8)
  • Debt
“They answer all of your questions and are very detailed.”
In Business Since 2010
Free Initial Consultation
Licensed, BBB Accredited
33530 1st Way S STE 102, Federal Way, WA
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Data Driven Decisions

Data Driven Decisions

(9)
Business Services, Industries, Services For Quickbooks
“In less than 20 minutes Katy was able to direct me to the relevant sections of the WA State Department of Revenue (DOR) website and advised me on the right number to call and the questions to pose to the DOR staff.”
In Business Since 2019
Free Initial Consultation
Transparent Fees & Pricing
1511 Markham Ave NE, Tacoma, WA
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Cory Garnaas CPA PSC

Cory Garnaas CPA PSC

(2)
“I have used Cory for the last two filing years and I find he and Ricki an absolute pleasure to work with.”
In Business Since 1992
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Lakewood Area
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Penny Lane Financial

Penny Lane Financial

(14)
Medicare Planning, Long-Term Care, Retirement
“She secured us a loan when none of our banks or credit unions could - I highly recommended Penny Lane - they saved my house with an affordable Refi loan!”
In Business Since 2014
1804 W Union Ave #202, Tacoma, WA
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The Nash Group P.S., Certified Public Accountants

The Nash Group P.S., Certified Public Accountants

(12)
Individual Tax, Accounting, Consulting
“Within a short period of time, Chris helped me to resolve my issues, refile correctly my prior years business returns and save me a lot of money moving forward by using the tax code correctly.”
In Business Since 1983
Accepts All Major Credit Cards
Serving Lakewood Area
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Commencement Bank

Commencement Bank

(9)
  • Business
“Small bank where they know you and help you..”
In Business Since 2006
1102 Commerce St, Tacoma, WA
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Sound Financial Strategies

Sound Financial Strategies

(8)
“When we were not in any position to invest, I would often tell him there's no money in it for you we aren't ready and he would respond with no worries,…some day you will.”
In Business Since 2000
4301 S Pine St #457, Tacoma, WA
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Batik Financial

Batik Financial

(7)
  • Retirement
“He has been our financial advisor for the past 5 years and even though we have moved recently to Seattle - we continue to meet with Steve as he lets us know of new opportunities to live our last years with financial stability.”
In Business Since 2016
Accepts All Major Credit Cards
10209 Bridgeport Way SW d10, Tacoma, WA
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Conestoga Wealth Partners

Conestoga Wealth Partners

(9)
Overview, Taxation, Estate Planning
“A lot of "advisers" are constantly on the lookout to sell you a product whether it be some new fund, or some new stock, or some new investment, but CWP always purely has the best interest of their client in mind regardless of what the new hot item fo...”
In Business Since 2011
Serving Lakewood Area
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Cameron Wealth Management

Cameron Wealth Management

(2)
Articles, Newsletters, Videos
“This place is great they will take really good care of you and your money very friendly people.”
In Business Since 2016
612 Woodland Square Loop SE Ste 320, Lacey, WA
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D. Scott Fife

D. Scott Fife

(1)
“He looks after our best financial interest, and is very good about explaning different stratigies, while keeping with in your risk comfort.”
In Business Since 2004
Transparent Fees & Pricing
Accepts All Major Credit Cards
31620 23rd Ave S #308, Federal Way, WA
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Bulwark Capital Management

Bulwark Capital Management

(1)
Investment Management, Annuities, Retirement Planning
“The one thing he needs to add in his radio program when he suggests people call him is "call us, but only if you have at least $500,000 dollars.”
In Business Since 2017
1001 S Yakima Ave, Tacoma, WA
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Gail Hill the Financial Coach

Gail Hill the Financial Coach

(1)
“Great person and has helped me with my finances for 30 years.”
In Business Since 2002
Transparent Fees & Pricing
Licensed
1405 Central Ave S, Kent, WA
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Kimball Creek Partners

Kimball Creek Partners

Financial Planning, Estate & Legacy Planning, Charitable Giving & Strategies
“When Dean was 12 years old, his father loaded up the family station wagon and took him on a cross country trip that included visits to the Commodities Futures Markets in Chicago and the New York Stock Exchange. From the moment he first saw the “organ...”
In Business Since 2013
917 Pacific Ave Suite 405, Tacoma, WA
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Yasmin L. Caldwell, CPA P.S.

Yasmin L. Caldwell, CPA P.S.

(4)
Tax Services, Accounting Services
“I thought my last CPA/Accountant had us protected, but I quickly learned after hiring Yasmin that was not the case at all.”
In Business Since 2010
Serving Lakewood Area
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Navigate Financial, Financial Planner: Nancy J. Lapointe

Navigate Financial, Financial Planner: Nancy J. Lapointe

(1)
“Very happy with the sound financial advice & mentoring but also with the kind consideration Navigate shows their clients.”
In Business Since 2013
3663 College St SE suite b, Lacey, WA
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Retirement Planning and Investment Management Services in Lakewood, WA Cost Estimates

Minimum cost
$1076
Maximum cost
$9141
National Average
$3226
Avg Per Hour Rates
$323
$2151
$5915
Fair price range is based on 483 cost profiles
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Average Cost $3226
Minimum cost $1076
Maximum cost $9141
Avg Per Hour Rates $323

Fair range $2151 to $5915 is based on 483 cost profiles.

Why these companies made our list

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