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, Portfolio Engineering, Global Market Forecasting
Fee-Only retirement planner and wealth manager located in Vancouver, WA, serving clients locally and across the country.
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
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
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.
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
Jessica Ellyson
CFP®
EP Wealth Advisors
Vancouver, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Chad Burton
CFP®
EP Wealth Advisors
Vancouver, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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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)
