washington Date: 09-25-2025

Top 15 Financial Advisors in Lakewood, WA

Financial AdvisorAddress
1♠ First Command Financial Advisor - Ryan Feng8820 59th Ave SW Suite 200, Lakewood, WA 98499
2♠ First Command Financial Advisor - Chris Muller8820 59th Ave SW Suite 200, Lakewood, WA 98499
3♠ Symmetry Financial Group Tacoma7304 Lakewood Dr W Suite 22, Lakewood, WA 98499
4♠ First Command Financial Advisor - Cassy Randolph8820 59th Ave SW Suite 200, Lakewood, WA 98499
5♠ Johnson Wealth Advisors5515 Steilacoom Blvd SW STE 121, Lakewood, WA 98499
6♠ First Command Financial Advisor - Mark Claudio8820 59th Ave SW Suite 200, Lakewood, WA 98499
7♠ ACU Financial Services6310 Mt Tacoma Dr SW, Lakewood, WA 98499
8♠ First Command Financial Advisor - Austin Hill8820 59th Ave SW Suite 200, Lakewood, WA 98499
9♠ Commencement Financial Planning, LLC6521 Flanegan Rd W, Lakewood, WA 98499
10♠ FND Insurance & Financial Services, LLC5515 Steilacoom Blvd SW, Lakewood, WA 98499
11♠ Edward Jones - Financial Advisor: Michael P Batt5501 75th St W #100, Lakewood, WA 98499
12♠ Edward Jones - Financial Advisor: Charles J Dietrich6020 Main St SW # D, Lakewood, WA 98499
13♠ Edward Jones - Financial Advisor: Brad Ortega8524 Steilacoom Blvd SW Suite 200 B, Lakewood, WA 98498
14♠ Edward Jones - Financial Advisor: Bart Dalton9524 Gravelly Lake Dr SW, Lakewood, WA 98499
15♠ First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP®8820 59th Ave SW Suite 200, Lakewood, WA 98499

1.First Command Financial Advisor - Ryan Feng

Address: 8820 59th Ave SW Suite 200, Lakewood, WA 98499

(65) user ratings total:

Vy Dam Ryan reminded me of a close friend from college for his honesty and patience. My partner and I have gained much more confidence and knowledge from just 2 times meeting with him and for someone whos new to financial planning, he patiently walked us through step by step which is super helpful. Hes definitely passionate and committed in helping his clients achieve their financial goals. Were now having a great understanding of our finance and what to do to manage and grow our money! Its never too late to start financial planning. Highly recommended!
5 /5

2.First Command Financial Advisor - Chris Muller

Address: 8820 59th Ave SW Suite 200, Lakewood, WA 98499

(6) user ratings total:

Christine Lancia Chris is passionate about his clients and brings a wealth of knowledge, experience, and wisdom to the table. Chris and his team provide a friendly, personally tailored experience that makes working with them (and your accounts) enjoyable and rewarding. Chris was my first financial advisor and Ive been a FC client since 2015. After a relocation, I sought Chris out when FC transferred my accounts to a different advisor who was not meeting my expectations. He took the time to receive my account and even pursued an Ohio state licensure to maintain me as a client. He’s been most helpful with managing my retirement accounts when I changed careers. I’m quite pleased with the service and advice Chris and his team provides. Just give him a call and set up a meeting to see what he’s all about.
5 /5

3.Symmetry Financial Group Tacoma

Address: 7304 Lakewood Dr W Suite 22, Lakewood, WA 98499

(5) user ratings total:

Lori Olds Personal I am grateful for Leana Mason’s knowledge and expertise in the insurance and debt elimination space. Because of her diverse knowledge I have confidence that she will always be able to help me accomplish my goals of protecting my family. She goes above and beyond the call of duty to help her clients do what is best for their personal peace of mind and goals.
5 /5

4.First Command Financial Advisor - Cassy Randolph

Address: 8820 59th Ave SW Suite 200, Lakewood, WA 98499

(45) user ratings total:

Marcus Perez Ms. Cassie was AMAZING!! She was kind and knowledgeable and it genuinely felt that she had my best interest in mind when planning out my future investments. Would not recommend anyone except her for investment advice.
5 /5

5.Johnson Wealth Advisors

Address: 5515 Steilacoom Blvd SW STE 121, Lakewood, WA 98499

(4) user ratings total:

Mike Daud Lewis is very patient in answering all my question that I have which include 401k college fund, etc…straight shooter, all around great guy, will recommend everyone to him
5 /5

6.First Command Financial Advisor - Mark Claudio

Address: 8820 59th Ave SW Suite 200, Lakewood, WA 98499

(37) user ratings total:

1brokenwrench My wife and I had a wonderful experience with Mr. Claudio. Mark is very personable, polite, professional and knowledgeable. He was more than able to answer our questions. Mark is also quick to respond with answers to questions he needed to research to give us the best possible solution(s) to our financial and retirement needs. First Command is blessed to have Mr. Claudio. The wife and I felt blessed to have such great counsel. Bravo Zulu (Job well done) to Mr. Claudio and everyone at First Command!
5 /5

7.ACU Financial Services

Address: 6310 Mt Tacoma Dr SW, Lakewood, WA 98499

(3) user ratings total:

Sincere EBK Easy, Nice customer service, good bank well organized and no problems ever
5 /5

8.First Command Financial Advisor - Austin Hill

Address: 8820 59th Ave SW Suite 200, Lakewood, WA 98499

(3) user ratings total:

FlowerPower This guy got my life headed in the right direction, had no idea how much money was going elsewhere instead of into a savings account. I recommend everyone to at least talk to him. Great guy! DISTRO!
5 /5

9.Commencement Financial Planning, LLC

Address: 6521 Flanegan Rd W, Lakewood, WA 98499

(29) user ratings total:

Rhonda Brau I have been with Troy for a year now thanks to my son seeking out a fiduciary and fee-only advisor. I live out of state so was reluctant to switch but found Troy to be up to date with my state’s laws. During our initial meeting Troy reviewed my portfolio and with much review and discussion over the following months, we are putting together a portfolio that I am comfortable with. Being in retirement, there is much to consider and know I am getting sound advice. Troy is very knowledgeable, honest, reliable, detail orientated and caring financial planner. I highly recommend Troy!
5 /5

10.FND Insurance & Financial Services, LLC

Address: 5515 Steilacoom Blvd SW, Lakewood, WA 98499

(21) user ratings total:

Doosie Doosie Jill F. was fantastic. Having little/no experience in finding decent medical coverage for our needs is daunting, but Jill was very patient, kind, timely and knowledgeable and she got us exactly what we were hoping for. We are very thankful for her being there when we needed her.
5 /5

11.Edward Jones - Financial Advisor: Michael P Batt

Address: 5501 75th St W #100, Lakewood, WA 98499

(2) user ratings total:

A Islas Very professional team !
5 /5

12.Edward Jones - Financial Advisor: Charles J Dietrich

Address: 6020 Main St SW # D, Lakewood, WA 98499

(2) user ratings total:

Raphael lee Mrs Oliverio was professional and extremely knowledgeable. She was approachable down to earth and explained to me investing in a way I could easily understand. My family has invested with Mrs Oliverio for several years and we are extremely happy with our returns.
5 /5

13.Edward Jones - Financial Advisor: Brad Ortega

Address: 8524 Steilacoom Blvd SW Suite 200 B, Lakewood, WA 98498

14.Edward Jones - Financial Advisor: Bart Dalton

Address: 9524 Gravelly Lake Dr SW, Lakewood, WA 98499

15.First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP®

Address: 8820 59th Ave SW Suite 200, Lakewood, WA 98499

(15) user ratings total:

Don McClellan We are very happy with Jordan. He does a great job explaining our current financial status and listening to our goals and needs. He has given us great suggestions regarding as we move forward. We trust his advice.
5 /5