What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Vancouver, WA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Vancouver, WA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jaron Gardiner
CFP®, ChSNC®
EP Wealth Advisors
Vancouver, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Tim Massie
CFP®
Timepiece Financial Planning
Battle Ground, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Hire our team and retire with a PLAN, not just an investment account. Serving Washington, Oregon and Alaska.
Griffin Lake
CFP®
EP Wealth Advisors
Vancouver, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Brandon Krizo Yaple
CFP®
EP Wealth Advisors
Vancouver, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Becky Meats
CPA/PFS
Clear Insight Wealth Management
Vancouver, WA
Specialties: Wealth Management, Comprehensive Financial Planning, Lifetime Tax Management, Employer Sponsored Retirement Plans
Clear Insight Wealth Management offers dedicated, values-driven financial guidance for women experiencing major life changes—from retirement to divorce, widowhood, business exits, and beyond.
Hayley Haslett
M.S., CFP®
Lake Road Advisors
Vancouver, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Financial Planning for Individual & Families approaching and living in retirement. Serving clients across the country through virtual meetings. Offices in Ithaca & Corning NY, and the Vancouver, WA / Portland, OR Metropolitan Area.
Brad Stacey
CFP®
EP Wealth Advisors
Vancouver, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Ben Lies
MBA, RSSA®
Delphi Advisers, LLC.
Vancouver, WA
Specialties: Investment Management, Comprehensive Financial Planning, Social Security Planning, Retirement Income Planning, Tax Planning, Portfolio Engineering, Global Market Forecasting, Creating Efficiencies in Complex Estates
Fee-Only retirement planner and wealth manager located in Vancouver, WA, serving clients locally and across the country.
Andrea Silbernagel
CFP®, EA
Fort Vancouver Investment Management
Vancouver, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country
Matthew Ebeling
CFP®
Fort Vancouver Investment Management
Vancouver, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
