Our Philosophy
About Financial Insights Wealth Management
At Financial Insights Wealth Management, we focus on working together to achieve your life goals while minimizing stress about your finances, ensuring you are well-prepared to live out an abundant and happy life.
Since 1981, our woman-owned team has concentrated on developing and implementing investment strategies that have helped our clients establish, monitor and achieve their financial goals.
Our financial advisors in Tacoma serve individuals both in Washington state and throughout the entire US.
Our philosophy: Your best interests come first
In addition to being client-centric in everything we do, we’re a fee-only investment advisory firm registered with the Security and Exchange Commission (Disclosure: Registration does not suggest endorsement by the SEC). As advisors working under the fiduciary standard, our team makes recommendations that are in your best interest while providing you with a mutually beneficial relationship where transparency and open communication are key factors.
As a fee-only advisor, our compensation structure is designed to ensure our interests are aligned with those of our clients without the potential for conflicts of interest that is common with other commission-based advisors.
We understand that your situation is unique and believe that finding your road map and helping you achieve your goals starts with a two-way conversation. Because our lines of communication are always open, we are able to ask the right questions and gather as much information necessary to provide you with the best direction and solutions to achieve your goals.
Our relationship-oriented team of advisors is committed to:
- Getting back to clients within 24 hours
- Meeting with our clients up to 4 times per year
- Advising our clients and their family on all financial matters as needed
To learn more about our Investment philosophy and approach, please see our Wealth Management page.
Decades of expertise & access to trusted networks
Our 40+ years of experience within the Tacoma, Washington community, coupled with successful business partnerships, allows our team to bring a wealth of resources to each unique client relationship.
Our advisors carry the Certified Financial Planner (CFP®) designation, which is recognized as the credential for advisors working under the highest fiduciary standard. Certified financial professionals act in your best interest, putting your needs above their own at all times.
By leveraging our vast network of local professionals, we make sure you are receiving comprehensive advice that spans numerous professional fields beyond wealth management and retirement planning. We can connect you with estate planning and tax planning professionals to ensure everything is working together in alignment with your goals.
Our Team of Award-Winning Experts
Headed by CEO Ali Kemp, Financial Insights Wealth Management is proud to be a woman-owned and operated enterprise. Under Ali’s leadership, the firm has been recognized as one of the fastest growing RIAs in the nation, and in 2022 Ali was named as one of the best advisors under the age of 40 in the “40 under 40” recognition by Investment News Magazine.
We work together on a team-based service model with no sales metrics or sales goals. This means that all of our employees focus entirely on delivering the highest level of service possible for our clients.
We are proud of our involvement in the Tacoma, WA community and the pro-bono work that our employees do in the community. We also offer a free local community education program, Wisdom & Wealth, where we aim to educate around financial matters. Click here to learn more about our community involvement and impact.
Financial Insights Wealth Management has been voted Best Financial Advisor in Best of The South Sound for multiple years.
Media Kit & Speaker For Your Next Event
Our CEO, Ali Kemp, has been an insightful speaker on the future of wealth management and mergers & acquisitions for many organizations. She has also provided educational events for the local and national community and enjoys educating those who wish to learn more about the topic of finance to improve their lives, careers, or businesses.
If you’d like to download our press kit and have Ali Kemp speak at your next event, click here.
Curious about working with us?
Start a conversation with one of our financial advisors in Tacoma, WA by filling out our Wealth Planning Worksheet and scheduling your initial free consultation here.