Ostlund Wealth Advisors

Ostlund Wealth Advisors is a financial planner in University Place, Washington. The firm has served individuals and families since 1987, helping clients plan and prepare for retirement through retirement income strategies, wealth management, annuities, investments, and IRA/401(k) rollovers. Its work is organized around three areas: growing assets for retirement, preserving assets through asset protection strategies, life insurance, tax-efficient strategies, and long-term care strategies, and giving through IRA legacy planning. The firm also refers clients to professionals for trusts, probate, charitable giving, estate planning, and tax planning. It holds a rating of 5.00 from the customers who have reviewed it.

The team is led by Dan Ostlund, a financial advisor with more than 30 years of experience who has helped hundreds of Puget Sound families pursue their retirement goals. Dan holds the Certified Financial Fiduciary designation and is registered as an Investment Advisor Representative, focusing on investments, retirement planning, and estate planning for individual and corporate clients. Marie Ostlund has worked in the retirement planning landscape for more than 25 years as a speaker and educator, with a personalized approach to financial education for women navigating career changes, loss of loved ones, marriage, divorce, inheritance, and remarriage. She serves as the Tacoma/Gig Harbor Chapter Speaker for SOFA, the Society for Financial Awareness, and is a member of The Financial Planning Association, the Women in Pension Network, and the Tacoma charitable organization Quota.

The office sits on Bridgeport Way West, a short distance from 40th Street West and close to University Place Medical Clinic.

Ostlund Wealth Advisors has built its practice in University Place on decades of retirement planning experience, with a team that has guided Puget Sound families through the transition from working life to retirement.