Matt Ebeling
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.
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.
Our Team
Where financial planning and tax management intersect, that's where you'll find Andrea adding her expertise. Her skill and knowledge make her an ideal fit for reviewing our clients' portfolios, offering insights on tax-wise wealth management, and advising on the long-term financial implications of decisions made today. Andrea joined us in 2022, bringing years of experience along with her. For nearly a decade prior, she worked with a variety of small businesses as an IRS-registered tax preparer and QuickBooks® Advance Certified ProAdvisor. She has also assisted small businesses and individuals with incorporating ever-changing tax codes into their planning and returns. Along with holding bachelor's and master's degrees in accounting, she is an IRS Enrolled Agent (EA), having passed a rigorous exam which qualifies her to represent taxpayers before the IRS nationwide. As a military spouse, Andrea has lived in various parts of the country, and is glad to have settled back in her hometown of Vancouver. She has enjoyed sharing her knowledge as an adjunct professor at our local community college, volunteering as a tax counselor with AARP's Tax-Aide program, and mentoring immigrant families on how to launch businesses and save for retirement. When the weather turns warm, she can be found working on small construction projects, traveling around the region, and hiking with her husband and four children.
5382212
157019
Charles Schwab
We have clients based in Washington, Oregon, California, and many other states around the country.
22
7
Individual Investors
Money Management, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning
Yes
No
Yes
Yes
I have a clean record
I have a clean record
CFP®
Series 65
Mutual Funds, Exchange Traded Funds (ETFs)
Phone, Email, Our Office, Video Conference
Fee-Only
$500,000
Based on Assets
1.1% per annum, up to $500,000 AUM. 0.9% per annum, $500,000 to $1 million AUM. 0.7% per annum for $1 million to $5 million AUM. 0.5% per annum for $5+ million AUM.
$150,000,000
Yes
How are you compensated? How will I pay for your services?
Will you be the only person working with me?
What services do you offer?
How long does the process of rolling over a 401K plan usually take?
What financial institutions do you represent?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
FVIM is a registered investment advisor with the Securities and Exchange Commission. FVIM may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
