Fee-Only Financial Advisors in Vancouver, WA

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

Ben Lies

MBA, RSSA®

Delphi Advisers, LLC.

Vancouver, WA

Specialties: Investment Management, Comprehensive Financial Planning, Social Security Planning, Retirement Income Planning, Tax Planning, College Education Planning, Portfolio Engineering, Global Market Forecasting

Fee-Only retirement planner and wealth manager located in Vancouver, WA, serving clients locally and across the country.

Becky Meats

CPA/PFS

REM Financial Planning, LLC

Vancouver, WA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning

Fee-Only financial planner serving women business owners virtually from the Vancouver, WA area

Rick Coen

CFP®

COEN Investments, LLC

Vancouver, WA

Specialties: Retirement Income Planning, Tax Planning Strategies, Investment Management

Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country virtually

Brad Stacey

CFP®

EP Wealth Advisors

Vancouver, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Chad Burton

CFP®

EP Wealth Advisors

Vancouver, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Matthew Ebeling

CFP®

Fort Vancouver Investment Management, LLC

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

Jessica Ellyson

CFP®

EP Wealth Advisors

Vancouver, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Jaron Gardiner

CFP®, ChSNC®

EP Wealth Advisors

Vancouver, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Tim Massie

CFP®

Timepiece Financial Planning

Vancouver, 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.

Robert Pool

CFP®, ChFC®, CFS

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

Kailie Abascal

CFP®

Middleton & Company

Vancouver, WA

George Middleton

CFA, CPA/PFS

Middleton & Company

Vancouver, WA

  • Refine Your Search

      Search By Zip Code or City


    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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser