Decisionpoint Financial, LLC
SEC RegisteredFinancial Planning & Investment Management For Washington State First Responders & Their Families
About the firm
DecisionPoint Financial, LLC is a Registered Investment Advisor (RIA) registered with the SEC, with a fiduciary duty of loyalty to its clients. Over the past decade, the firm has developed a comprehensive financial planning process specifically designed for Washington State Fire Fighters, Medics, Dispatchers, and all Fire Department Administration and Maintenance Personnel and their families. Their Fee-Only Fiduciary approach goes beyond managing 457(b) & 401(a) investments to focus on clients' entire financial picture.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management including cash flow planning, investment management, retirement planning, Social Security optimization, LEOFF/PERS/TRS planning, risk management, tax planning, real estate, and estate planning
Who they serve
Washington State Fire Fighters, Medics, Dispatchers, and all Fire Department Administration and Maintenance Personnel and their families
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
Data as of September 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Decisionpoint Financial, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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