Financial Advisors and Wealth Managers in Tacoma, WA
Contact us today to learn more about what our award-winning team can do for you.
Accolades:
Our Tacoma, WA Office
Contact
Phone: 253.272.7058
Fax: 425.392.6459
Location
1919 N Pearl Street, B-2
Tacoma, WA 98406
Business Hours
Mon - Fri (8AM - 4:30PM)
Sat - Sun (Closed)
Our Team
Tait Lane
Managing Principal, Partner
Meet Tait >
Tait Lane
Managing Principal, Partner
Tait believes that with financial planning comes clarity. By taking a holistic approach to his client’s finances, he’s able to better advise and serve them. Tait’s desire to be a fiduciary advisor continues to be his primary focus so that he and the team can serve our clients in the manner that they desire and need.
Tait is a graduate of Seattle Pacific University and serves on multiple boards locally for non-profits and within his local church. He’s passionate about his community and contributing to the area where he lives and works. Married to Sunday and a father of five, Tait enjoys skiing, hiking, spending time with his family in their RV, and experiencing the outstanding opportunities the PNW has to offer.
Lincoln Kopetski
Wealth Manager
Meet Lincoln >
Lincoln Kopetski
CFP®
Wealth Manager
As a Wealth Manager with over 20 years of experience, Lincoln takes the time to get to know his clients and what is most important to them. He helps design and implement strategies for their short- and long-term goals and guides them through the financial planning process. Additionally, he leverages wealth management tools and technologies to help manage client resources.
Lincoln received his bachelor’s degree in business finance from the University of Phoenix. In 2014, he received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and his Series 7 license, in addition to being Life Health and Disability Insurance licensed.
He is very proud of the community he works and lives in and often volunteers at the St. Francis House in Puyallup, Washington. Lincoln also volunteers with a local organization that provides fishing and hunting opportunities for first responders, active and military veterans.
With deep roots in Eastern Oregon, Lincoln and his wife are raising their children in Puyallup and enjoy all the great things the Pacific Northwest has to offer. They love good food, experiencing new restaurants and trying microbreweries. As a family, they enjoy traveling, camping, fishing and being in the water with kayaks, paddleboards, and boat.
Joe Cilley
VP, Financial Planning, Partner
Meet Joe >
Joe Cilley
CFP®
VP, Financial Planning | Partner
Financial planning is most impactful at the intersection of a person’s hopes, dreams, and goals and their supporting financial strategies. Joe serves his clients and Merit Wealth Managers in order that more families will have confidence that their plans will get them where they are going.
Joe is a graduate of Pacific Lutheran University and also attended Northwest Nazarene University. He currently holds Finra Series 7 (Held with LPL Financial) and 66 licenses as well as Life and Disability Insurance licenses.
Outside of the office, Joe enjoys spending time with his family most of all. Together, they travel all over the northwest in their camping trailer, exploring what the area has to offer. Joe also likes riding his bicycle and participating in fundraisers and events such as those for Mary Bridge Children's Hospital and the Seattle to Portland (STP) bike ride. He spends time volunteering for organizations that are near and dear to his family such as the Graham-Kapowsin Band Booster, and the Vivace! Choral Program. These are programs that his children enjoy, and it's wonderful to be a part of what they love.
Baylee Bryant
Wealth Manager
Meet Baylee >
Baylee Bryant
CFP®, CDFA
Wealth Manager
Baylee is an experienced financial planner who believes in bringing a holistic, whole-life approach to financial planning. With her expertise and passion for what she does, she has helped numerous clients identify, prioritize, and create a path to their financial goals. She understands that everyone’s situation is unique and tailors her services to meet their specific needs by taking the time to understand their unique values and long term aspirations. She works closely with her clients to ensure they have a clear understanding of their options and are equipped to make informed financial decisions.
Baylee is here to help you navigate financial complexities at any stage of life and help bring you confidence, whether you're planning for retirement, buying a home, starting a business, or going through a major transition. She is a Certified Financial Planner® practitioner and holds a Master of Science degree in Personal Financial Planning from Kansas State University.
Born and raised in Southern California, Baylee moved to Tacoma, Washington in 2021 and has been busy hiking gorgeous trails, visiting museums, and enjoying the rich food scene ever since. She is a big fan of the arts, and in her downtime likes to read and write for small journals and literary publications in the area.
Cherise Glass
Regional Operations Director, Partner
Meet Cherise >
Cherise Glass
Regional Operations Director | Partner
As the Regional Operations Director, Cherise believes strongly in extraordinary client service. With over 20 years of experience in the financial industry, she understands the importance of continually improving the quality of service we provide. She takes pride in offering a positive experience and her goal is to ensure our infrastructure runs seamlessly for our employees and clients.
Born and raised in the Pacific Northwest, Cherise enjoys spending her time with her husband and son exploring the beauties of Washington state. When she is not in the not in the office she enjoys boating, snowboarding, and training her dogs.
Rachel Gavern
Client Service Manager
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.
The Details
Understanding Financial Planning
Financial planning is a comprehensive process that helps set and achieve long-term financial goals. At Merit Financial Advisors, we assess your current financial situation and create tailored strategies for saving, investing, and managing your wealth. Our advisors ensure your plan is aligned with your goals, providing ongoing support and adjustments as needed.
Types of Financial Planning Services We Provide
At Merit Financial Advisors, we offer a comprehensive range of financial planning services designed to meet your unique needs:
- Financial Planning: Comprehensive analysis of your financial health, including budgeting, savings strategies, and debt management to build a strong financial foundation.
- Wealth Management: Personalized investment management to grow and preserve wealth, continuously monitoring and adjusting to optimize performance.
- Estate Planning: Creating wills, trusts, and legal documents to ensure your assets are distributed according to your wishes and minimize tax liabilities.
- Insurance Planning: Identifying and mitigating financial risks with life, disability, and long-term care insurance to protect you and your family.
- Retirement Planning: Setting retirement goals, estimating future expenses, and creating savings plans to ensure a secure and comfortable retirement.
Why You Need a Financial Advisor
- Expertise: Specialized knowledge in financial planning, investment management, and wealth management.
- Customized Plans: Tailored financial plans to meet your specific needs and goals.
- Access to Financial Products: Wide range of financial products and services, including advanced investment strategies and estate planning tools.
- Ongoing Support: Continuous guidance to keep you on track with your financial goals.
- Commitment to Service: Personalized service and continuous support for achieving and maintaining financial success.
Finding the Right Financial Advisor in Tacoma
- Certifications: Look for CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® designations.
- Reviews: Check online reviews and client testimonials.
- Experience and Expertise: Evaluate their background and the services they offer.
- Fiduciary Duty: Required to act in the best interests of clients.
- Transparency and Communication: Clear and honest about fees and services.
- Approach: Understand their strategy for financial planning and investment management.
How Financial Advisors Can Help You Achieve Your Goals
Financial advisors create customized financial plans tailored to your individual needs and goals. They offer ongoing support and guidance, ensuring your plan adapts to life changes and market fluctuations. At Merit Financial Advisors, we provide comprehensive advice and support to help you achieve financial success. Our team makes informed decisions during significant life events and maintains focus on your long-term goals.
Overview of Merit Financial Advisors
Merit Financial Advisors enriches clients' lives with personalized financial planning and wealth management. Our team includes CFP®s and CFA®s who excel in managing complex portfolios, optimizing taxes, and developing estate plans. We provide detailed, tailored plans addressing all aspects of your financial life, ensuring your success with confidence and clarity.
Merit’s Service Areas Outside of Tacoma, WA
Our service areas include:
- University Place
- Fircrest
- Steilacoom
- Gig Harbor
- Lakewood
- Puyallup
Achieve Financial Success with Merit Financial Advisors
Merit provides expertise, personalized planning, and ongoing support to achieve your financial goals. Our services in Tacoma and surrounding areas include advanced investment management, tax optimization, and estate planning. Partnering with Merit ensures comprehensive financial solutions tailored to your unique needs, guiding you to long-term success with confidence and clarity.