Gig Harbor, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Decisionpoint Financial, LLC
Team
Firm-wide stats for Decisionpoint Financial, LLC
About
DecisionPoint Financial provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), business entities, trusts, estates, and charitable organizations, and also offers standalone financial planning and consulting engagements. The firm additionally serves retirement plan sponsors and delivers 3(21) and 3(38) pension consulting services, including selection and monitoring of plan investment alternatives and participant education.
The firm charges percentage‑of‑AUM advisory fees and allocates client assets among mutual funds (including Dimensional Fund Advisors funds), ETFs, individual equities and fixed income, while treating cash as an asset class and conducting periodic account reviews at least annually. DecisionPoint uses a mix of fundamental, technical and cyclical analysis, exercises discretionary authority for portfolio management, and reports limited use of AI tools governed by an internal AI policy to support—but not replace—professional judgment.
What is distinctive for a firm of this scale is its explicitly stated work with state and municipal plan sponsors through its retirement plan consulting services and its disclosure that it uses client testimonials and advertises third‑party ratings. The brochure also discloses custodial relationships that provide technology and other support and occasional, modest third‑party payments for client events, which the firm describes as provided at the vendors’ discretion and not tied to investment commitments.
Based on Decisionpoint Financial, LLC
Expertise
Based on Decisionpoint Financial, LLC
Location
5727 Baker Way, Suite 107
Gig Harbor WA 98332
Advisors at this office
4
Advisors at this office
Matthew D
CFP®, Series 65
Gig Harbor, WA
Decisionpoint Financial, LLC
Matthew Daley is a CFP® with eight years of industry experience, currently serving as a financial advisor at DecisionPoint Financial, LLC since 2018. Prior to this, he worked at Arista Wealth Management, LLC and Moss Adams Wealth Advisors, and held roles related to money management and resource centers at Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers pension consulting services, including plan investment selection and participant education.
Chadd P
CFP®, Series 66
Gig Harbor, WA
Decisionpoint Financial, LLC
Chadd Peachey is a CFP® professional with seven years of experience in the financial services industry. He is currently with DecisionPoint Financial, LLC, where he has worked since 2018 in various roles and joined the team category firm in 2021. Prior to that, he held positions at The Vanguard Group, Inc. and The Professional Financial Company. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis to manage client assets across a diversified range of investment vehicles.
Jacob L
Series 65
Gig Harbor, WA
Decisionpoint Financial, LLC
Jacob Laws is a financial advisor at DecisionPoint Financial, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Brinks Home and Brigham Young University. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and manages client portfolios with discretionary authority.
Matthew C
Series 65
Gig Harbor, WA
Decisionpoint Financial, LLC
Matthew Clawson is a financial advisor at DecisionPoint Financial, LLC with two years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2024. Prior to this, he held positions at Utah Valley University and The Vanguard Group. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting services, employing a mix of fundamental, technical, and cyclical analysis to manage client portfolios.
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