Ostlund Wealth Advisors

Ostlund Wealth Advisors is a financial planner in University Place, WA, serving individuals and families with personalized retirement planning, investment management, and estate strategies. The firm specializes in retirement income planning, wealth preservation, legacy planning, and tax-efficient strategies, offering services such as IRA and 401(k) rollovers, annuities, life insurance, and long-term care planning. With a foundation established in 1987, the firm has supported clients across the Puget Sound region for decades. It holds a 5.00 rating based on customer reviews, reflecting strong client satisfaction and trust.

The firm’s approach centers on creating customized financial strategies through a structured three-step process: Discover, Evaluate, and Plan. Clients begin by exploring their ideal retirement vision, followed by a comprehensive assessment of their current financial situation, leading to a tailored plan designed to meet individual goals. The team emphasizes education and empowerment, particularly for women navigating major life transitions. Daniel Ostlund, a Certified Financial Fiduciary with over 30 years of experience, leads the firm’s advisory services, while Marie Ostlund brings over 25 years of expertise in financial education and retirement planning, actively involved in professional organizations and community mentorship.

Ostlund Wealth Advisors is located on Bridgeport Way West, within a commercial corridor near the University Place Medical Clinic and adjacent to Fir Park Apartments and Starches Apartments. The office sits just a short distance from 40th Street West, placing it in a well-connected area of the city.

The firm is recognized for its well-documented online presence and a website optimized for clarity and search engine accessibility, enabling clients to easily access information about services, team members, and events. Its long-standing operation and consistent client engagement reflect a reputation for reliability, expertise, and personalized service.

Ostlund Wealth Advisors stands as a trusted resource in University Place, helping residents build secure, sustainable retirement futures through dedicated, client-focused financial planning.