Stolz & Associates Brings Confidence to Financial Planning in Tacoma

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A fee-only fiduciary helping clients move from uncertainty to confidence By Like Media TeamIn a financial planning meeting, the room can change. The numbers are on the table. The full picture is visible. And the person sitting across from the advisors at Stolz & Associates sees, often for the first time, that they are going to be okay. That sense of clarity is what the Tacoma-based firm is built around.

Dave Stolz founded Stolz & Associates in 2001 as a CPA practice. Over time, the work became more forward-looking. Instead of preparing tax returns, the firm began helping clients plan around taxes, investments, retirement, and the bigger financial decisions shaping their lives. Andy Stolz and Michelle T. Robinson lead the firm today, alongside their team, serving roughly 200 families across the Tacoma area. 

That client load is deliberate. In an industry where advisors may serve 500 or more clients, Stolz & Associates has chosen a different pace. The team keeps its advisor-to-client ratio low because the work requires knowing the person across the table. It means understanding what they are building toward and what is at stake.

The firm operates as a fee-only fiduciary. Every recommendation starts with one question: what is truly best for the client? No commissions. No product incentives. Just advice built around the client’s full financial picture.

"Success in the financial world often means something very basic, like not running out of money before you die," Andy Stolz says. "We help our clients focus on what a life of significance would look like, then we use the right financial tools to help them get there."

That distinction between success and significance is where Stolz & Associates does its work. The firm serves clients at every stage: younger professionals building toward something, pre-retirees mapping the next chapter, business owners navigating a sale, and people managing sudden change from an inheritance or divorce. The specifics vary, but the goal stays consistent: remove financial uncertainty so clients can refocus on what actually matters.

Services include financial planning, investment management, tax planning, and retirement and legacy planning. The work is not transactional. Tax returns are no longer part of the picture, but tax strategy very much is. The approach is proactive by design, helping clients think through decisions before they become problems.

Derek, one of the firm’s advisors, recently earned his CFA charterholder designation after completing all three exam levels. Riley Sinykin joined the team in December as the newest advisor, adding depth while helping the firm maintain its intentionally small feel.

Andy currently chairs the board at Goodwill of the Olympic and Rainier Region. The firm has been part of the Tacoma business community for 25 years, and that connection shows up in both its client relationships and its local involvement. Charitable support has been part of the practice from early on, reflecting a firm that sees its work as both personal and local.

What Stolz & Associates wants more people to understand is that financial planning covers far more than investment portfolios. Retirement transitions, major life changes, tax strategy, and long-term legacy planning all fit within the same larger conversation. None of it should feel complicated or out of reach. The team’s job is to bring clarity, lay out the options, and help clients move forward with real confidence in the path ahead.

The firm offers a free Discovery Meeting to anyone who wants a second set of eyes on their finances. No commitment required. They review the full picture, share their thinking, and let people decide from there. The goal is the same every time: make sure people know where they stand and what steps can help them move toward the life they are trying to build.

Stolz & Associates, P.S.

3102 Ruston Way

Tacoma, WA

253.272.3441​

StolzAssoc.com​

Facebook.com/stolzassoc

This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice.

Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, www.adviserinfo.sec.gov. Past performance is not indicative of future results.