wiseradvisor

Find Top Financial Advisors in Gig Harbor, Washington

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Gig Harbor, Washington. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Gig Harbor

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Gig Harbor, Washington
Financial Advisor Office Location Phone Number
Daniel Wiersma
AIF®
Harbor Wealth Management / LPL Financial
5801 Soundview Drive #250,
Gig Harbor, WA 98335
253-858-6004
Chad Kasper
CRPC®
Edelman Financial Engines, LLC
2505 S. 320th Street, Suite 220,
Federal Way, WA 98003
253-652-1076
Scott R. Martin
CLU®, ChFC®, CFP®
Barnum Financial Group | West Division
701 5th Avenue Columbia Center, Suite 1100,
Seattle, WA 98104
425-945-1499
Bret Butcher
CFP®
Allworth Financial
9706 4th Avenue NE Suite 315,
Seattle, WA 98115
888-242-6766
Donald Bertrand
Edelman Financial Engines, LLC
500 108th Avenue NE,
Bellevue, WA 98004
425-247-2961

Information on Qualified Financial Advisors in Gig Harbor

Qualifications CRD# 2126442
FirmCRD# 2126442
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly


Office Location 5801 Soundview Drive #250,
Gig Harbor,
WA
98335
Phone Number 253-858-6004

Dan Wiersma is the owner of Harbor Wealth Management and has been a Financial Advisor since 1992. He developed this client-centered firm in 2010 to provide comprehensive financial services in a supportive and comfortable environment. Dan listens closely to his clients and works hard to provide a plan that fits their unique needs. He brings a wealth of knowledge and a depth of caring when working with his clients and takes great care to understand what is important to them. Dan is happy to welcome new clients and looks forward to co-creating a financial plan that fits your goals. Dan grew up in Canby, Oregon on a Christmas tree farm. He later attended Pacific Lutheran University where he met his wife, Erika. They are raising their family in beautiful Gig Harbor and enjoy the many outdoor activities this area offers. Dan holds the following Registrations and Licenses through LPL Financial: FINRA Series 6,7,63,65 Insurance License State of WA, CA AIF Designation - Accredited Investment Fiduciary

About Harbor Wealth Management / LPL Financial

At Harbor Wealth Management we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4847190
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2505 S. 320th Street, Suite 220,
Federal Way,
WA
98003
Phone Number 253-652-1076

I've been a financial planner since 2008, and I take great pride in helping set my clients on a path toward a secure financial future for themselves and their loved ones. I'm also a big sports fan and love playing hockey. One of my favorite things to do is watch my son play on his baseball team. Together, we love cheering on the Seattle Kraken and Mariners.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 5729500
FirmCRD# 10409
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 701 5th Avenue Columbia Center, Suite 1100,
Seattle,
WA
98104
Phone Number 425-945-1499

Scott is a CERTIFIED FINANCIAL PLANNER" professional. He was born and raised in Portland, Oregon, and attended the University of California, Santa Barbara, where he earned a bachelors degree in business economics. Scott often works with clients who have complex considerations at play in their financial plans, whether they own homes in different states, are business owners, or are planning for multiple generations. He primarily works with clients in the Pacific Northwest and the Southwest. He began his career in the mortgage division at Bank of America and went on to open an office with a national insurance company as one of its youngest agents. After selling his business, he worked as the Vice President of Research for a national consulting firm based in Orange County, California. In 2009, after almost a decade working with real estate builders and developers, he began providing comprehensive financial planning services based upon his 25 years of experience in the following areas: " Banking/Mortgage " Insurance " Investment Advisory " Business Consulting " Tax Strategies " Financial Planning Scott holds the CFP®, Chartered Financial Consultant®, and Chartered Life Underwriter® professional designations. In his free time, you can find Scott on the lake water skiing and wakeboarding or hiking and mountain biking. Scott, his wife Alisa, and their three daughters enjoy dividing their time between the Seattle and Scottsdale areas.

About Barnum Financial Group | West Division

Barnum Financial Group | West Division is part of the Barnum family of financial services offices. When you partner with Barnum Financial Group to meet your protection and wealth management needs, you join a firm with a vast array of resources working in your best interests. In order to bring you quality, innovative programs and products to meet your specific needs, Barnum has strategic relationships with top industry leaders. We also leverage the experience and expertise of major institutions to help protect and service the assets you have entrusted to us.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5257622
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 9706 4th Avenue NE Suite 315,
Seattle,
WA
98115
Phone Number 888-242-6766

Allworth Financial's Bret Butcher, CFP®, MBA, serves the Seattle area and has more than 14 years of research and advisory experience in the financial sector. Bret grew up in Southern California, receiving his undergraduate degree from California State University San Bernardino before going on to earn an MBA from the School of Business at the University of California, Riverside. When not enjoying all his neighborhood of Ballard has to offer with his family, Bret spends time working for dog rescue organizations. “Easily, the most rewarding part of my career is guiding someone through the planning and implementation process, and then up to, into and through retirement,” he said. Adding: “I can’t emphasize enough that, when it comes to saving, it is always better to have a plan.”

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2290470
FirmCRD# 104510
Series 65, 66

Compensation/Fee Fee-Based


Office Location 500 108th Avenue NE,
Suite 1840,
Bellevue,
WA
98004
Phone Number 425-247-2961

I have always felt that the medical profession's Hippocratic oath also applies in the financial industry. I am a fierce advocate for my clients, and more than anything else, I want to do no harm to the individuals and families who have entrusted their life savings to Edelman Financial Engines. Beyond work, I love spending time with my wife Jenn and sons Ryan and Ethan. When I have the time, I enjoy hiking and taking long walks in western Washington.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


* Additional advisor listing is provided in partnership with Yext

Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free initial consultation

Are You A Financial Advisor
in Washington?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-

Customer Reviews

Frequently Asked Questions

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?