Gary Brooks CFP®, CSRIC™

Partner and Senior Wealth Advisor

Based in Gig Harbor, Gary provides tailored financial planning, investment management, tax strategy, and risk management for business owners, professionals, retirees, and established client families throughout the Puget Sound region.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Gary Typically Helps

Business owners, professionals, pre-retirees and retirees, multigenerational families, socially responsible investors, relatives of existing clients, select referrals connected to established relationships.

Serving Clients in

Seattle • Tacoma • Gig Harbor • Bellevue • Friday Harbor • Communities throughout the Puget Sound region

Available nationwide through virtual meetings

Questions Gary Helps Answer

How can I coordinate investments, taxes, and risk management?
How can I prepare for and live confidently in retirement?
How can charitable giving fit into my plan?
How can I align investments with my social or environmental values?

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

Gary Brooks is a Partner and Senior Wealth Advisor at Mission Wealth, serving the Puget Sound area. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to business owners, professionals, and retirees. Gary’s commitment to building long-lasting relationships with his clients is reflected in his personalized approach to wealth management. He leverages his expertise to help clients achieve their financial objectives, by taking the time to understand their unique needs and goals.

Gary joined Mission Wealth in July 2023 when BHJ Wealth Advisors, the independent advisory firm he co-founded, became part of Mission Wealth. The integration preserved the personalized relationships clients valued while expanding access to Mission Wealth’s broader services and expertise.

I believe that helping people improve their financial security and making smart decisions about money is personally fulfilling and professionally challenging. There is no template or one-size-fits-all solution to financial advice and its relationship to personal goals. Every client brings a new mix of interests and preferences for their wealth which keeps the work interesting and rewarding.

—Gary Brooks, Partner and Senior Wealth Advisor

Gary’s Frequently Asked Questions

What should I expect when I begin working with Gary as my financial advisor?

Clients can expect a thoughtful, personalized relationship centered on understanding their goals, priorities, and concerns. Gary helps coordinate financial planning, investments, tax strategy, and risk management into a clear approach, with ongoing guidance as circumstances and needs evolve.

Will I work directly with Gary, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Gary if I live outside Gig Harbor or my situation is not listed above?

Professional Background

Prior to becoming a partner at Mission Wealth, Gary owned an independent financial advisory firm from 2008 to 2023. He previously worked at Russell Investments (creators of the Russell indexes and investment funds) from 2000-2008. Before entering the investment world, primarily as a writer of investment content, Gary was the Major League Baseball editor at CBSSports.com and a sportswriter at the Tacoma News Tribune. Upon changing his career focus, he decided to educate himself by completing the CERTIFIED FINANCIAL PLANNER™ curriculum. This led him to realize how common it is that even well-educated, successful people have difficulty with the basic tenets of financial literacy and investing. To help address this challenge, he decided he would prefer to act in an advisory role, working directly with individual clients.

From 2008 through August 2024, Gary wrote a monthly personal finance column in the Tacoma News Tribune. He also wrote a book with financial advisor coach Steve Moore titled Ineffective Habits of Financial Advisors (and the Disciplines to Break Them). The book was published by Wiley & Sons in 2010.

Gary graduated with his Bachelors in Communications from the University of Puget Sound. He furthered his education by earning the Chartered SRI Counselor™ designation focused on sustainable and socially responsible investing.

Personal Pursuits

Outside the world of personal finance, Gary has been a professional baseball official scorer since 2006. He is also an active volunteer and committee member for the Tacoma-Pierce County Sports Museum and the State of Washington Sports Hall of Fame. He enjoys kayaking in Puget Sound, throwing the frisbee for his labrador retrievers, and spending time with his wife and daughters.

Community Impact

Gary is the chairperson of the Investment Committee for the Greater Tacoma Community Foundation, where he was a Board of Directors member from 2012-2018. Through a variety of charitable funds, the GTCF Investment Committee steers the investment of over $200 million.