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.
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.
General Information |
| Firm Start Year: | 2011 | |
| No. of Employees: | 5-9 | |
| Name of Custodial Firm: | Charles Schwab |
| Number of Years with Current Firm: | 7 |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Mutual Funds |
| Can meet clients in the following ways: | Our Office, Email, Phone, Video Conference |
Firm Information |
| Assets Managed by Firm: | $150,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
| Additional Details on Charges: | 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. |
Financial Services |
| Financial Advice & Consulting
In addition to managing your investment portfolio, our wealth management services include retirement planning, financial planning, input regarding your non-investment assets, debt structure, insurance coverage, and other financial decisions. Like a company's Chief Financial Officer, we serve as your personal CFO, to help you maximize your overall, after-tax net worth. Both our investment management and wealth management-related services as described are covered under your one, transparent quarterly fee, as mentioned above. |
| Retirement Planning
From when you can retire to how much money you'll need, we can help answer the questions that have been on your mind. We'll help coordinate cash flow from your investments to supplement other sources of income such as Social Security, pensions, and part-time positions. Additionally, we'll implement a customized investment strategy that is in line with your preferred risk tolerance and timeframe. Throughout your time with us, we'll help ensure all tax implications are thoroughly considered before executing any of our recommendations. |
| Investment Advice & Management
When you work with us, we'll cut straight to the point of investing: How do your investments apply to you and your life? We'll show you how to patiently pursue expected returns while managing the risks involved. By wrapping efficient investing around your greatest personal goals, we'll help you filter out the noise and make relevant financial decisions for you. |
FAQs |
How are you compensated? How will I pay for your services?We are a fee-only advisor firm, with quarterly billing in arrears, calculated as a percentage of overall managed assets. Typically, our fee is automatically deducted directly from your investment account(s) under management. We submit a copy of your bill to you each quarter. You'll also receive separate monthly account statements from your independent asset custodian, so you can verify that our billing meets your expectations. We serve families with an average of $1,000,000 in investable assets. Our fees are as follows: 1.1% percent/year, up to $500,000 AUM. 0.9% percent/year, $500,000 to $1 million AUM. 0.7% percent/year for $1 million to $5 million AUM. 0.5% percent/year for $5+ million AUM. |
Will you be the only person working with me?In addition to working with our Advisors, you also have access to our operations and client service specialists. Each of us is dedicated to meeting your needs in a manner that is meaningful and relevant to you. We realize that each relationship is unique. Therefore, as a team, we strive to understand you and your priorities. |
What services do you offer?Investment Management, Retirement Planning, Financial Planning, and Tax Planning. |
How long does the process of rolling over a 401K plan usually take?Typically the process can take 2-3 weeks. |
What financial institutions do you represent?All our revenue comes directly from our clients. We do not represent any financial institution. |
Disclosures |
| 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. |
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Additional Detailed Disclosures |
Disclaimer |
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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. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 4:30 PM |
| Tue. | 8:00 AM - 4:30 PM |
| Wed. | 8:00 AM - 4:30 PM |
| Thu. | 8:00 AM - 4:30 PM |
| Fri. | 8:00 AM - 3:00 PM |
| We have clients based in Washington, Oregon, California, and many other states around the country. |
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