Matthew Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Partner & Investment Advisor
Matthew Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Partner & Investment Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Ebeling, CFP®
Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country
Matthew Ebeling is a Vancouver, WA fee-only financial planner. Fort Vancouver Investment Management, LLC provides comprehensive investment management to help retirees and near retirees, those going through a life transition, and those navigating the financial world on their own organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Ebeling is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
In 2016, Matt Ebeling joined the team to help 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 specialists and portfolio manager. Prior to joining FVIM, he spent nine years at Fisher Investments. There, he was an investment counselor for high-net-worth investors across the U.S.
Matt earned an MBA from Liberty University and a bachelor’s degree from Pensacola Christian College in business management and marketing. He is a CERTIFIED FINANCIAL PLANNER ™
On a personal note, Matt is married to Kim and has three children: Jewels, Myah, and Chase. The Ebeling's have called Vancouver home since 2001 — they love exploring the many outdoor adventures the Pacific Northwest offers. They have had the privilege to build relationships and assist many refugee families from Myanmar over the years, as well as regularly volunteer at Meals on Wheels.
Matthew Ebeling is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fort Vancouver Investment Management is an independent Registered Investment Advisor based in Vancouver, WA with managed assets exceeding $100 million. As a fee-only advisor we offer customized financial solutions that help our clients maintain their lifestyle throughout life’s transitions – personal and professional milestones, retirement, legacy goals and more. All our services are rooted in making recommendations that serve our clients best interest, not ours.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Matthew Ebeling is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Matthew Ebeling is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Fort Vancouver Investment Management, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Matthew Ebeling
Office Locations:
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1601 Officers Row
Vancouver, WA 98661
