BHJ Wealth Advisors
BHJ Wealth Advisors has Merged with Mission Wealth
By joining forces with BHJ Wealth Advisors, Mission Wealth fortified its ability to provide exceptional client service in Washington and the wider Pacific Northwest, perfectly aligning with the growing demands of the region's prospective clientele.
BHJ Wealth Advisors is Now Part of Mission Wealth
On August 1, 2023, Mission Wealth LP officially announced its merger with Brooks, Hughes & Jones, Inc. (BHJ Wealth Advisors), marking the firm’s third integration of 2023. Headquartered in Gig Harbor, Washington, and with over $180 million in assets under management, BHJ Wealth Advisors catered to clients across the Evergreen State. By joining forces with BHJ Wealth Advisors, Mission Wealth fortified its ability to provide exceptional client service in Washington and the wider Pacific Northwest, perfectly aligning with the growing demands of this region's prospective clientele.
A Growing Team With More Resources
If you need to reach us, please use the updated contact information below.
Gary Brooks, CFP®, CSRIC™
Partner and Senior Wealth Advisor
Phone: (253) 215-5378
gbrooks@nullmissionwealth.com
Allyn Hughes, CFP®, ChFC®, CLU®, CAP®
Director of Risk Management
Phone: (253) 215-5357
ahughes@nullmissionwealth.com
Herb Gebhart, CFP®
Wealth Advisor
Phone: (253) 534-8888
hgebhart@nullmissionwealth.com
Tacoma News Tribune Articles
From 2008-2024, Senior Wealth Advisor Gary Brooks contributed to a monthly personal finance column for The News Tribune. Below are a few of his previous articles.
- Ensuring your portfolio matches your risk v. return needs is crucial to smart investing
- Here are strategies for investing your required IRA withdrawals if you don't need cash
- Savings bonds are tried and true, but there are other ways to help grandkids financially
- Need a loan? You might consider borrowing money from the Bank of Mom and Dad
- Take full advantage of employer retirement plans but also look at options like IRAs
- Here are some ways to be strategic about income when federal tax time rolls around
- Money market accounts or CDs might be a good way to earn short-term income on savings
- Investments take a beating in 2022? Review your long-term strategy before making changes
Insights
Gary Brooks and Allyn Hughes have written articles on various finance topics since the founding of BHJ Wealth Advisors. Below are a few of their previous articles.
- What baseball can teach us about investing
- Overview: "Responsible" investing: Expressing personal values in your portfolio
- Part 1: What is SRI/ESG investing?
- Part 2: Investment characteristics of SRI/ESG Funds - risk, return, diversification, expenses
- Part 3: How are SRI/ESG strategies implemented?
- Part 4: SRI/ESG investments in company retirement plans
- Part 5: Conflicts and failures of investment managers and corporate executives to advance SRI/ESG interests
- Part 6: Take action on SRI/ESG funds in your investment accounts
