First Pacific Financial

Total Wealth Management, Now and for a Lifetime.

Financial planner in Vancouver, WA (show on map)

4.9

★★★★★

109 reviews

Independent, values-based fiduciary financial advisory firm providing comprehensive wealth management and financial planning.

Call (360) 254-2585

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About

First Pacific Financial is a registered investment adviser and fiduciary firm headquartered in Vancouver, WA, with offices in Portland, OR, Juneau, AK, Seattle, WA, and Bellevue, WA. The firm offers comprehensive wealth management and financial planning services including retirement and income planning, risk management and insurance analysis, tax planning, investment management, business and succession planning, charitable giving strategies, socially responsible investing, education funding, and estate planning.

Their 'One Plan' approach integrates all financial decisions into a cohesive plan aligned with clients' life values and long-term goals. The firm is recognized on Forbes' Top Registered Investment Advisor lists and has been ranked among the top 50 RIAs. They are committed to diversity, equity, and community engagement.

Independent, values-based firm not driven by product sales or quotas

Fiduciary obligation to act in clients' best interests at all times

'One Plan' integrated approach aligning financial decisions with life values and long-term goals

Long-term relationship-driven advisory model

Comprehensive total wealth management combining investments, taxes, insurance, and planning

Recognition on Forbes' Top Registered Investment Advisor lists

Services

Retirement & Income Planning

Help clients plan for retirement and manage income strategies for long-term financial security.

Risk Management & Insurance Analysis

Analyze insurance needs and risk exposure to protect clients' financial well-being.

Tax Planning

Tax-aware investment strategies and coordination with tax professionals to optimize clients' tax situations.

Investment Management

Disciplined, diversified portfolio management focused on long-term thinking aligned with client goals and risk tolerance.

Business & Succession Planning

Help business owners plan for succession and manage business financial strategies.

Financial Planning

Comprehensive financial planning integrating investments, taxes, retirement, and estate considerations into a cohesive plan.

Credentials & Certifications

Registered Investment Adviser

Fiduciary Financial Advisor

Forbes Top Registered Investment Advisor (RIA)

Since 2023

Vancouver Business Journal Best in Business Award

Since 2024

Community Foundation for Southwest Washington Friend of the Foundation Award

Since 2023

Reviews

Rating

4.9

★★★★★

Reviews

109

"Tax strategies recommended by Ryan have proven to be very helpful."

Frequently Asked Questions

What is 'wealth management' at First Pacific Financial? +

Wealth management at First Pacific Financial is a comprehensive, long-term approach to helping clients organize, grow, and use their wealth intentionally. It goes beyond investment management to include financial planning, tax-aware strategies, and coordination with other professionals - all guided by a clear understanding of what matters most to each client.

Who is a good fit for First Pacific Financial's wealth management services? +

Our wealth management services are best suited for individuals, families, and business owners who value a thoughtful, long-term relationship with a trusted advisor. Clients who benefit most typically want ongoing planning, proactive advice, and a partner who understands both the financial and personal aspects of their lives.

Are you a fiduciary, and what does that mean for clients? +

Yes. First Pacific Financial is a fiduciary. This means we are legally and ethically obligated to act in our clients' best interests at all times. Our advice is guided by what we believe is most appropriate for the client's situation - not by commissions or product incentives.

What services are included in your wealth management offering? +

Our wealth management services typically include investment management, comprehensive financial planning, retirement planning, tax-aware investment strategies, and coordination with estate planning and tax professionals. Services are tailored to each client's needs and evolve over time as circumstances change.

What does 'One Plan' mean at First Pacific Financial? +

'One Plan' reflects our belief that financial decisions should be integrated and aligned with a client's life, values, and long-term goals. Rather than treating investments, taxes, and planning as separate silos, we help clients bring everything together into a cohesive plan designed to support how they want to live, give, and grow.

How is your approach different from traditional financial advisors or large firms? +

We are an independent, values-based firm that emphasizes long-term relationships and personalized advice. Unlike many large firms, we are not driven by product sales or quotas. Our independence allows us to focus on objective advice, thoughtful planning, and serving clients in a way that aligns with their best interests.

Do you offer comprehensive financial planning or just investment management? +

We offer comprehensive financial planning alongside investment management. While investments are an important component, we believe they are most effective when integrated with broader planning considerations such as taxes, retirement goals, risk management, and estate planning.

What is your investment philosophy? +

Our investment philosophy emphasizes discipline, diversification, and long-term thinking. We focus on building portfolios designed to align with each client's goals, time horizon, and risk tolerance, while avoiding short-term market speculation or emotional decision-making.