Best Financial Advisors in Bremerton

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.7/5.0
Average Rating

Bremerton Financial Landscape

Bremerton's economy is bolstered by its naval base and shipyard, contributing significantly to local employment. The city is diversifying into technology and tourism sectors.

Major industries
Defense, Manufacturing, Tourism
Population
39.1K (metro: 390.6K)
Median household income
$70,000
Unique needs
Bremerton requires investment in tech and tourism to enhance economic resilience and job creation.
Market Insights
Economic Growth
According to BEA (2023), Bremerton's economy is growing, driven by defense and emerging tech sectors, with a projected growth rate of 3% annually.
Wealth Demographics
According to Census (2023), the median income in Bremerton is $70,000, reflecting a stable middle-class population with potential for growth.
Advisor Specializations
Based on BLS (2023), financial advisors in Bremerton are increasingly focusing on retirement planning and investment diversification strategies.
Local Considerations
Cost of Living
According to BLS (2024), Bremerton's cost of living is slightly below the national average, making it an attractive option for new residents.
Real Estate Market
According to Zillow (2024), Bremerton's real estate market is experiencing rapid appreciation, with home values rising by 10% year-over-year.
Business Environment
According to Fortune (2024), Bremerton's business climate is improving, with incentives for tech startups and support for small businesses.

Top 5 Financial Advisors in Bremerton

Kevin J. Pentz CFP and Wealthmark Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Paul G Miller, AAMS®
★ ★ ★ ★ ★ 5
Brennan Mayfield and Wealthmark Advisors
★ ★ ★ ★ ★ 5
Peaks Financial
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Jeremy Burrier
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bremerton, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Bremerton-Specific Expertise
For Bremerton residents working in Defense, Manufacturing, Tourism, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Bremerton's defense industry concentration poses risks; diversify into tech and tourism. Real estate prices are rising, indicating potential bubble risks. Prepare for flooding and economic shifts.

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