Ostlund Wealth Advisors

Ostlund Wealth Advisors is a Financial Planner in University Place, WA. The firm helps individuals and families chart a course to financial freedom through retirement planning and investments. Since 1987, the practice has guided clients through a structured process of discovery, evaluation, and planning to create custom strategies for unique retirement goals. The team offers services in three core areas: growing assets through retirement income strategies, wealth management, annuities, investments, and IRA or 401(k) rollovers; preserving wealth with asset protection, life insurance, tax-efficient strategies, and long-term care planning; and giving back through IRA legacy planning. They also refer clients to professionals for trusts, probate, charitable giving, estate planning, and tax planning. The business holds a 5.00 rating based on customer reviews.

The practice is led by Dan Ostlund and Marie Ostlund, who combine decades of experience to serve the Puget Sound region. Dan Ostlund, a Certified Financial Fiduciary and Investment Advisor Representative, has spent over 30 years helping hundreds of families pursue their retirement dreams. He focuses on tailored advice for individual and corporate clients in investments, retirement planning, and estate planning. Marie Ostlund brings more than 25 years of experience as a speaker and expert in the retirement planning landscape. Her personalized approach to financial education has supported women navigating life changes such as careers, loss of loved ones, marriage, divorce, inheritance, and remarriage. She is a member of The Financial Planning Association, the Women in Pension Network, and serves as a speaker for the Tacoma/Gig Harbor Chapter of the Society for Financial Awareness. She is also involved with the non-profit Tacoma charitable organization Quota, where she mentors young people.

Investment advisory services for Ostlund Wealth Advisors, LLC are provided through Pinkerton Wealth Partners, an SEC registered investment advisor. All securities are offered through World Equity Group, Inc., a member FINRA and SIPC. World Equity Group is neither owned nor controlled by Ostlund Wealth Advisors. Neither Pinkerton Wealth Partners nor Ostlund Wealth Advisors provides legal or tax advice.

The firm’s strengths lie in its long-standing presence and the high satisfaction reflected in its perfect customer rating. Clients benefit from the combined expertise of advisors who have served the area for decades, offering both investment advisory services and registered representative services through separate affiliated entities.

Ostlund Wealth Advisors brings over thirty years of local expertise to University Place, helping residents secure their financial futures with personalized retirement strategies.

The firm is located on Bridgeport Way W, just steps from the main road and near the University Place Medical Clinic. It is also close to local neighborhoods such as Fir Park Apartments and Starches Apartments.

BizScoreAI gives the business a Technical score of 93 out of 100, which ensures the website is secure and easily readable by search engines. The Discoverability score is 75 out of 100, confirming that AI crawlers can access all pages to support recommendations.