DecisionPoint Financial

DecisionPoint Financial is a financial planner in Gig Harbor, WA, located at 5727 Baker Way NW #107. It is a fee-only fiduciary firm registered with the Securities and Exchange Commission that specializes in serving Washington state first responders and their families. The firm provides comprehensive financial planning and investment management, analyzing every aspect of clients’ financial lives including investments, taxes, retirement, businesses, estate planning, life insurance, and gifting. DecisionPoint Financial operates as an independent firm where revenue is derived solely from direct client fees, ensuring a legal duty of loyalty to act in the client’s best interest. It holds a rating of 5.00 based on customer reviews.

The firm employs multiple CERTIFIED FINANCIAL PLANNER™ professionals who have met rigorous education, examination, experience, and ethics requirements. DecisionPoint Financial takes a disciplined approach to money management, utilizing low-cost, globally diversified portfolios that hold over 12,000 stocks and bonds in more than 40 countries. The investment strategy is built on Modern Portfolio Theory and systematic rebalancing to manage risk and improve long-term outcomes. The team actively works to prevent behavioral investment mistakes such as market timing and chasing returns, aiming to keep emotions out of the investment process.

Brett Adams serves as the Director of Retirement Plan Services, holding the Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor designations. He oversees ERISA compliance and provides fiduciary investment advice to 401(k) plan sponsors and participants. Jess Briggs serves as an Associate Advisor and CERTIFIED FINANCIAL PLANNER™ professional, handling trading, research, and the creation of comprehensive financial plans tailored to unique client needs. The firm offers services both in person and virtually to accommodate client schedules.

DecisionPoint Financial is recognized for its positive rating from the customers who have reviewed it, reflecting a reputation for clear, commission-free fiduciary advice. The firm’s fee-only structure and SEC registration provide clients with transparency and a guaranteed standard of care.

DecisionPoint Financial brings its specialized, fiduciary expertise to Gig Harbor, offering Washington state first responders and their families a clear path to financial security through disciplined planning and investment management.

DecisionPoint Financial is situated on Baker Way NW in Gig Harbor, WA, about a third of a mile from Saint Anthony Hospital and a quarter mile from Canterwood Country Club.

BizScoreAI awards the business an SEO Score of 76 out of 100, which helps search engines crawl and rank the site so local customers can find it. The firm also holds a Content Quality score of 75 out of 100, ensuring the website answers customer questions clearly enough for AI assistants to quote directly.