First Pacific Financial

First Pacific Financial

First Pacific Financial operates from its headquarters in Vancouver, Washington, as a registered investment adviser built on a fiduciary, fee-only model. The firm's public face is Ryan Oldroyd, a certified financial planner and CPA, signaling a practice grounded in both investment management and personal tax strategy. The firm targets high-net-worth individuals, business owners, and trusts, weaving together retirement income planning and risk management into its core offering. The firm's strategy centers on 'Total Wealth Management,' which it defines as the integration of investments, tax planning, insurance analysis, and estate considerations. Beyond traditional asset management, First Pacific explicitly offers socially responsible investing mandates and charitable giving strategies, including donor-advised fund guidance. The firm's geographic reach extends along the West Coast, with operational offices in Vancouver, Portland, Seattle, Bellevue, and Juneau, giving it a concentrated presence in the Pacific Northwest and Alaska. The advisory practice lists a multi-city team but does not disclose total AUM, total client count, or total professionals. The office network—from downtown Portland to a satellite in Juneau—suggests coverage built around specific advisor relationships or concentrated client communities rather than a mass-market retail footprint. The structural differentiator is a hybrid of CPA-driven tax architecture and values-based screening, positioning the firm not as a pure asset gatherer but as a planner who starts with a client's tax return and charitable intent before touching an investment policy statement. This makes the practice resemble an advanced planning group for individuals with complex tax profiles and explicit impact goals more than a conventional wealth manager.