DecisionPoint Financial

DecisionPoint Financial is a fee-only Registered Investment Advisor with an office located in Gig Harbor, Washington. The firm offers comprehensive financial planning and fiduciary investment management, meaning they are legally obligated to act in their clients' best financial interests and are compensated solely by client fees, not commissions. They serve individuals, families, trusts, business owners, and employer-sponsored retirement plans.

Their services include comprehensive financial planning, fiduciary investment management, qualified retirement plans (such as 401(k), 403(b), 457(b), and Cash Balance plans), ERISA 3(38) investment management, and Social Security benefit analysis. DecisionPoint Financial also offers specialized financial wellness programs for Washington state first responders and their families.

The team includes multiple CERTIFIED FINANCIAL PLANNER™ professionals such as Matt Daley, Matt Clawson, Scott Johnson, CJ Harrison, and Chadd Peachey. They aim to simplify the complexities of building wealth by analyzing all aspects of a client's financial life, including investments, taxes, retirement, businesses, and estate planning. While their office is in Gig Harbor, they are equipped to meet with clients virtually through applications like Zoom, serving clients extensively throughout Washington State and nationally.