Top financial advisors in Port Orchard, WA
We've curated a list of the best financial advisors in Port Orchard, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $50,643,649 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Port Orchard, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Investor Resources Inc
Investor Resources, Inc. is a financial advisor firm founded in 1990 by Donald Creech and Perry T. Sikes, Jr. The firm specializes in fee-only financial planning and investment consulting services. Donald Creech, a Certified Financial Planner™ professional, has been with the firm since its inception. He is also an Accredited Investment Fiduciary® Designee, demonstrating specialized knowledge in fiduciary standards of care. Perry T. Sikes, Jr., also a Certified Financial Planner™ professional, joined the firm in 2007 and has a background in finance, tax planning, and investment consulting. Both advisors adhere to high standards of education, examination, experience, and ethics set by the Certified Financial Planner Board of Standards, Inc. They are committed to acting as fiduciaries, always prioritizing the best interests of their clients. The firm's compensation structure is tied to the assets under management, which may present a conflict of interest when recommending investment services. Investor Resources, Inc. operates under the supervision of Donald Creech, who conducts annual account reviews to ensure compliance with regulatory requirements. The firm has no disciplinary history and is registered as a state-registered investment adviser. Clients can expect personalized financial planning services from experienced professionals dedicated to ethical and transparent practices.
$50,643,649 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Port Orchard, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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