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Find Top Financial Advisors in Vancouver, Washington

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Vancouver, Washington

Last Updated - April 08, 2024

Vancouver has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Vancouver, Washington have an average of 18 years of experience.

NOTE: The list of vetted financial advisors in Vancouver, Washington mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Vancouver, Washington.

Qualified Financial Advisors in Vancouver, Washington

Financial Advisor Experience AUM Minimum Assets Fee Structure
Matt Ebeling
CFP®
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
1601 Officers Row,
Vancouver, WA 98661
22 Years Not Specified $500,000 Fee-Only
Mark Sharp
CFP®, EA, RICP®
MARK SHARP RETIREMENT
818 SW 3rd Ave # 221-1228,
Portland, OR 97204
15 Years $45,000,000 $250,000 Fee-Only

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Information on Qualified Financial Advisors in Vancouver, Washington

Qualifications CRD# 5382212
Firm CRD# 157019
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 1601 Officers Row,
Vancouver,
WA
98661
Phone Number 360-823-0477

Matt has over twenty years helping clients prudently plan for their financial future and implement sound investment strategies. His wealth management career began in 2001 at First Independent Bank's trust department, where he was a securities specialist and portfolio manager. Prior to joining FVIM (2016), he spent nine years at Fisher Investments. There, he was an investment counselor for high-net-worth investors across the U.S. Along with holding an MBA and a bachelor's degree in business management and marketing, Matt is a CERTIFIED FINANCIAL PLANNER and a NAPFA-registered financial advisor. On a personal note, Matt is married to Kim and has three children: Jewels, Myah and Chase. The Ebelings have called Vancouver home since 2001 where they love exploring the many outdoor adventures the Pacific Northwest offers. They have had the privilege to build relationships with many refugee families that have come to Vancouver, coach little league baseball, and volunteer at Meals on Wheels.

About Fort Vancouver Investment Management, LLC

Fort Vancouver Investment Management, LLC

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 wealth management services are rooted in making recommendations that serve your best interests, not ours. Our proactive, high-touch approach is a good fit if you're seeking to optimize your life's opportunities and avoid the mishaps that interfere with progressing toward your personal goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management


Qualifications CRD# 4975830
Firm CRD# 285773

Compensation/Fee Fee-Only, Flat Fee


Office Location 818 SW 3rd Ave # 221-1228,
Portland,
OR
97204
Phone Number 800-622-1045

You may be wondering: why retirement income planning? I believe all financial planning roads lead to retirement. And helping people invent and transition into a new life stage is extremely rewarding work. My goal is to help you optimize your retirement income so you can enjoy this next chapter of your life. You've worked hard and deserve to live the retirement you want. Whatever role I take with you and whatever questions I seek to answer, my objective is always to enable you to make good decisions and maintain actions that allow you to achieve the retirement you deserve. At Mark Sharp Retirement, we are focused on retirement income planning. I start by taking the time to gain a deeper understanding of your unique vision for your retirement lifestyle. All advice and strategy we work on together ties back to that vision.Mark Sharp is passionate about helping people achieve retirement goals and enjoy their post-work lives. In pursuit of that passion, he is a certified financial planner, retirement income strategist, and author. He is the founder and owner of Mark Sharp Retirement, a fee-only financial service firm that helps soon-to-be and retired individuals make the best use of their resources in retirement. Mark has extensive experience and credentials in retirement income planning, tax advisory, and wealth management. Mark lives in the Pacific Northwest. He loves traveling the world, learning new languages, playing the flamenco guitar, and cooking exotic dishes. He also enjoys swimming, amateur piloting, and eating healthy. Mark firmly believes retirement is not the end of a journey but the beginning of a new one. He wants to inspire his readers to plan for retirement income comprehensively and confidently. His goal is to provide clients with the tools and insights to make informed decisions about how to use their resources to fund their spending goals.

About Mark Sharp Retirement

Mark Sharp Retirement

Most planning firms focus on saving for retirement. While that's important, spending in retirement -- retirement income planning -- is far more complex than saving for retirement. For good reason, since maintaining steady spending power over a potentially long retirement while facing many risks is not something everyone can manage effectively. We bring a unique combination of experience, skills, and training to this problem domain to help our clients best utilize their resources in retirement.

Advisory Services Provided:

Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Customer Reviews

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Top Financial Advisor Firms in Vancouver, Washington (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
FIRST PACIFIC FINANCIAL, INC.
610 Esther Street, Suite 100, Vancouver, WA 98660
29 3303 $1,100,167,822
A Percentage of AUM, Hourly charges, Fixed Fees
SLOY, DAHL & HOLST, LLC
1220 Main Street, Suite 400, Vancouver, WA 98660
5 923 $944,230,557
A Percentage of AUM, Hourly charges, Performance Based
MARTEL WEALTH ADVISORS INC
2001 Se Columbia River Drive, Ste 100, Vancouver, WA 98661
14 2698 $897,153,049
A Percentage of AUM
BAKER ELLIS ASSET MANAGEMENT LLC
805 Broadway St., Suite 400, Vancouver, WA 98660
7 325 $750,600,425
A Percentage of AUM
JOHNSON BIXBY
275 West Third Street, Suite 600, Vancouver, WA 98660
6 1936 $590,749,395
A Percentage of AUM, Hourly charges, Fixed Fees
JAMES R. MARTIN CONSULTING, INC
1111 Main St. Suite 612, Vancouver, WA 98660
3 704 $400,399,240
A Percentage of AUM, Other (SOME ARE FREE)
CAIRN INVESTMENT GROUP
500 Broadway Street, Suite 480, Vancouver, WA 98660
6 768 $290,627,773
A Percentage of AUM
MOMENTOUS WEALTH MANAGEMENT, INC.
300 E. 17th Street, Vancouver, WA 98663
5 992 $261,751,112
A Percentage of AUM, Fixed Fees
HARLOW WEALTH MANAGEMENT, INC.
400 East Mill Plain Blvd., Suite 200, Vancouver, WA 98660
16 1563 $254,194,839
A Percentage of AUM, Fixed Fees, Commission Based, Other (% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS)
GREAT NORTHERN ASSET MANAGEMENT, LLC
1111 Main Street, Suite 650, Vancouver, WA 98660-2990
3 165 $217,798,560
A Percentage of AUM
MY PERSONAL CFO, LLC
1220 Main Street, Suite 400, Vancouver, WA 98660
4 308 $196,194,676
A Percentage of AUM, Hourly charges
ALLEN CAPITAL MANAGEMENT, LLC
701 Columbia St, Ste 104, Vancouver, WA 98660
9 177 $157,746,622
A Percentage of AUM
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
1601 Officers Row, Vancouver, WA 98661
4 538 $149,219,143
A Percentage of AUM, Hourly charges
COLUMBIA RIVER FINANCIAL GROUP
16701 Se Mcgillivray Blvd.,, #250, Vancouver, WA 98683
4 515 $119,808,641
A Percentage of AUM, Fixed Fees
LEADER CAPITAL CORP.
315 W. Mill Plain Blvd., Suite 204, Vancouver, WA 98660
1 2 $119,231,977
A Percentage of AUM

    Frequently Asked Questions

    Working with a financial advisor in Washington can present numerous benefits. You'll be able to tap into their extensive knowledge and years of experience working with Washington residents. A financial advisor can also streamline your financial management, assist in minimizing investment risks, recommend strategies for improvement, and potentially increase your investment returns. For further information, explore The Benefits Of Working With A Financial Advisor.

    When you are ready to choose a financial advisor in Washington, it is important to consider their qualifications, years of experience, method of compensation, and track record. Look for advisors who are licensed and registered with FINRA or the SEC, have the appropriate education, and have a history of providing sound financial advice to clients in Washington. To learn more, read the guide on choosing the best financial advisor.

    Financial advisors and planners in Washington can offer various financial planning services such as investment planning, retirement planning, education planning, tax planning, estate planning, and more. The specific financial planning services offered will depend on the financial professional's area of expertise and their client's needs. If you are looking to improve your financial planning strategy, explore the 5 Financial Planning Tips For A Happy And Prosperous Future.

    Financial advisors typically recommend a variety of investment strategies based on their client's financial goals, risk tolerance, and time horizon. Common investment strategies include diversification, asset allocation, long-term investing, and periodic portfolio rebalancing. To better understand your portfolio and discover how a financial advisor can support your investment strategies, read about the 8 questions to ask your financial advisor about your investment portfolio.

    Determining whether you need a financial advisor or can handle your finances independently depends on various factors. Consider seeking a financial advisor if you lack the time, expertise, or confidence to effectively manage your finances. Additionally, if you have complex financial goals, need guidance on investment strategies, or require assistance with tax planning and retirement planning, a financial advisor can provide support. If you need a financial advisor, we recommend using the free financial advisor match tool to find financial advisors matched to your specific needs.

    The cost of hiring a financial advisor in Washington varies depending on the advisor's experience, services, and fee structure. Financial advisors typically charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    When choosing a financial advisor in Washington, it's important to consider their credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the SEC or FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors in Washington state, specifically tailored to your financial needs.