The Best Financial Advisors in Vancouver

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Vancouver Financial Advisor

Martel Wealth Advisors, Inc.

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Services

Financial Planning
This process is advisory and analytical, involving evaluation of your present financial situation, income tax and investment planning, estate and retirement planning with specific recommendations in each of these areas.
Investing Environmentally
Investors have more environmentally conscious opportunities today than ever before. These considerations have been widely adopted within equity and fixed income markets. Investing environmentally has the potential to positively impact society while providing competitive returns.
Fee-Only Asset Management
We provide continuous advice and asset management to you regarding the investment of your funds based upon your risk assessment, goals, and time horizon. We will develop an allocation that suits your needs.

2001 SE Columbia River Drive Suite 100 Vancouver, WA 98661

First Pacific Financial, Inc.

Whether you care about family, career, travel, security, or want to impact the world on a grander scale, we’re here to help you align your finances with your personal convictions.

We are at our best when we live authentic lives, and we established First Pacific more than two decades ago to be a financial advisory firm that puts the needs and desires of our clients first.

Through our total wealth management approach, we help you integrate your short-term financial needs with your lifelong goals to create a cohesive financial life. Your money should allow you to focus on what you genuinely want to do; we’ll take care of the rest.

Your life is integrated, and your approach to finances should be too. We make it easy to create a comprehensive approach that addresses all your life’s needs from values-based investments to charitable giving strategies.

Services

Financial Planning
Our approach to financial planning is comprehensive, but our philosophy is simple.
Investment Management
We take a disciplined approach to investment management to make objective asset allocation decisions.
Charitable Giving
You live with the desire to make your world better, and part of our role as your financial advisor is to equip with the financial support you need to make a positive impact on your chosen causes.
401(k) Plan Sponsors
We act as a pillar of support to help ensure that you can meet your responsibilities with confidence.

610 Esther St, Suite 100, Vancouver, WA 98660

James R. Martin Consulting, Inc.

James R Martin Consulting, Inc. is a fee for service investment advisor who assists clients in developing their overall asset allocation strategy to meet their long-term investment objectives.

JRM works with clients to determine the clients investment objectives, risk profile and to design a written investment objectives statement. JRM provides independent investment management for individuals, foundations, trusts, and estates.

JRM places the investment objectives of the client first and offers a competitive fee structure. James R Martin Consulting, Inc was founded in 1992 by James R Martin to provide independent investment management for a small group of clients. Mr. Martin is the sole investment advisor for JRM.

JRM’s investment selection is based in part from the insights gained in his role as Chief Investment Officer for the M.J. Murdock Charitable Trust and a number of factors including those derived from commercially available software technology, securities rating services, general market and financial information, due diligence reviews and specific investment analysis that clients may request.

JRM does not receive any compensation related to brokerage or trading activity, nor any 12(B)(1) fees that may be generated incidental to funds used.

1111 Main Street Suite 612 Vancouver, WA 98660

Security First Advisors

Security First Advisors is a locally owned, independent Registered Investment Advisory (RIA) firm offering comprehensive financial planning and money transition services. As a client of Security First Advisors, you will be offered investment strategies that are in your best interest.

Our allegiance is to you. Our relationship with you is as that of a fiduciary, similar to the relationship you have with your doctor, attorney and accountant. We are your financial advocate and confidant.

Services

Investment Strategies
We customize deeply diversified portfolios by incorporating your goals, risk tolerance, stage of life and tax situation. As a fiduciary, we act in your best interest and hire specialist money managers to implement your strategy.
Estate Planning
Understanding your wishes regarding tangible and non-tangible assets is the starting point for our estate planning conversations. From there, details regarding wills, trusts, heath and financial directives, charitable intent are all discussed and coordination with estate planning attorney’s occur to implement your plan.
Retirement Planning
This process integrates multiple variables (goals, income, expenses, taxes, inflation, to name a few) to provide a clear picture of your long term cash flow. We co-create this plan and stress test it, in order to answer “Will I have enough money to last the rest of my life?”

16703 SE McGillivray, Suite #230 Vancouver, WA 98683

Sustainable Wealth Management Inc.

Sustainable Wealth Management was born from the idea that wealth management should be, well, about you. And for us, it is. Our founder left his position at a corporate firm because he was frustrated by the culture of putting the company first and the client second.

With us, you’re you, not an account number. We’re passionate about investing in what matters most to you. No algorithms or one-size-fits-all financial planning here. We’re more interested in who you are and making your dreams a reality.

Together, we’ll make a plan that’s personalized to fit your goals and resources. Whether that’s investing in environmentally friendly companies (we’re pros at socially responsible investing) or planning for all three of your kids to go to college, we’ve got you covered.

Services

Wealth Management
Establishing a financial plan is a cinch when we’re on your side. Allow us to create and manage a portfolio that fits with your resources, interests, and goals.
Investment Management
Our goal is to achieve your goal. Let us get to know you and we’ll design a portfolio that both makes sense, and aligns with your values. Our strategy and discipline ensures that we don’t leave things to chance.
Sustainable Investing
Invest in making a difference while still seeking favorable returns. What’s not to love?

300 E 17th Street Vancouver, WA 98663

Fort Vancouver Investment Management, LLC

We’re grateful for the opportunity to make a genuine difference in our clients’ lives. By focusing on your unique needs and goals, we strive to foster a relationship that lasts for many years to come. Dedicated to simplifying the complex, we can help you achieve the clarity you need to remain in control of your financial future.

As an independent, fee-only Registered Investment Advisor (RIA), we offer customized financial solutions that help you maintain your lifestyle throughout life’s transitions — personal and professional milestones, retirement, legacy goals and more. All our services are rooted in making recommendations that serve your best interests, not ours.

Services

Financial Advising
From the very beginning, we’ll provide you with objective advice, transparent investment fees and an academic investment approach grounded in time-tested strategies.
Customized Plan
We create a custom plan for you by implementing a prudent mix of capital preservation and growth. We’ll help you generate sustainable cash flow while maximizing your tax efficiency.
Ongoing Support
Along the way, our team will serve as your dedicated fiduciary advocate, providing you with a plan that takes into account market variability, so you make smart financial decisions.

1601 Officers Row Vancouver, WA 98661

The Best Financial Advisors in Vancouver

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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