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Penny Lane Financial
- Team
- Car Insurance
- Communication
“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!”
Best Financial Advisors in Tacoma, WA
24 firms listed · 16 in Tacoma · 16 rated 4.5+ · 2 show a license
Data verified October 17, 2026
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Batik Financial
- Meeting
- Financial Advisor
- Student Loan
“In addition, Steve is extremely knowledgeable when it comes to retirement plans for Washington state educators---so if you are a teacher or administrator or work in a school district, he is a huge resource.”
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Puget Sound Financial Strategies
- Plan
- Questions
“Eric and his crew are exceptional at their jobs, and make you feel like they personally care about your financial future as well as give you very sound financial advice.”
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Black Bishop Financial Group
“All in all, this was a very pleasant and stress-free meeting about my finances.”
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Bulwark Capital Management
- Market
- Money
“My 4 years at Bulwark has seen constant out performance of markets and other benchmarks.”
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Slusser Financial
“Scott of Slusser Financial LLC takes time to really educate his clients on managing finances and investments whether it's personal, business needs, or estate planning strategies.”
The 24 firms listed for Tacoma, WA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Tacoma, WA
Of the 24 firms we list here, 16 are in Tacoma itself and 8 come from towns including Gig Harbor (4, 9 mi), Browns Point (1, 5 mi) and Lakewood (1, 7 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 224 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (91%) and quality (50%). The services the firms on this page list most often on their websites are retirement planning (5), financial planning (4), estate planning (3), annuities (2) and business planning (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 17 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Tacoma listed here?
16 of the 24 firms are located in Tacoma. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Maclean Wealth Planning
“Chieko is the best!!!!”
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Kimball Creek Partners
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Cornerstone Financial Strategies
“They understand our needs and don't try to push funds that are not within those parameters.”
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Financial Insights Wealth Management
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Portfolio Strategies
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Seneschal Family Office
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BNY Mellon Asset Servicing
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Gould Capital
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Solid Chops Accounting
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Stolz and Associates, PS
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Briarwood Financial
- Options
- Team
- Establishing
“We have a complicated family dynamic which complicates our financial situation greatly, and he helped so much by providing valuable information on how to navigate it and showing us what our options are.”
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Investors Portfolio Services
- Risk
- Confidence
- 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.”
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Cory Garnaas CPA PSC
“Cory has remarkable attention to detail and is an extremely skilled CPA.”
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Commencement Financial Planning
- Goals
- Estate Planning
- Insurance
“Troy has worked as my financial advisor for eight years and I have trusted him completely to help me make the best and most profitable decisions concerning my portfolio from the beginning.”
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Elevated Financial Management
- Risk
- Questions
- Social Security
“As we prepared for our retirement years, Mark and his team extra effort was made to ensure that we are investing according to our goals, and in alignment with our risk tolerance, to obtain solid returns.”
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Conestoga Wealth Partners
- Advisor
- Retirement
“As a CFP he has fiduciary responsibility so there's nothing hidden in his motives when he makes trades on our behalf and we found we actually pay less for his service than we did for trades we made through our previous financial advisor.”
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Data Driven Decisions
- Bookkeeping
- Questions
- Information
“Katy has the remarkable ability to uncover and present the key pieces of information that you need to make the decisions that will help your business thrive and grow.”
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Heggerness & Bronk CPA Group
“He has worked through our situation of business owners, and a host of other tax issues, This company stands behind you, and you can always count on them for your tax issues or concerns.”
Retirement Planning and Investment Management Services in Tacoma, WA Cost Estimates
Minimum cost
$1222
Maximum cost
$10385
National Average
$3666
Avg Per Hour Rates
$367
$2444
$6720
Average price range is based on 290 cost profiles
Why these companies made our list
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