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Martel Wealth Advisors, Inc.
360-694-9940 info@martelwealthadvisors.com

Martel Wealth Advisors, Inc.
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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn about what we do and our approach to help you save fast.

 

Investing Environmentally

Our creative solutions and insights enable investors to take a total-portfolio approach to environmental investing.

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Learn about what we do and our approach to help you save fast.

Objective

Holistic Solutions

We are committed to providing you with objective, holistic, and creative solutions to the array of financial challenges that you may face throughout your life.

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Learn about what we do and our approach to help you save fast.

Introductory Appointment

At No Charge.

This provides an opportunity for us to learn about your financial situation, concerns and expectations. Together, we will determine if it will be mutually beneficial to proceed.

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Learn about what we do and our approach to help you save fast.

 

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  2. Who We Are
  3. Community Engagement

Community Engagement

Our firm is locally owned and operated. We feel it is important to give back to the community in which we serve. We appreciate the opportunity to support and work with the following local organizations:

  • Boys and Girls Clubs of Southwest Washington
  • Cascade Pacific Boy Scouts
  • CDM Services
  • Clark College Art Department
  • Clark County YMCA
  • Community Foundation for SW Washington
  • Fort Vancouver National Trust
  • Greater Vancouver Chamber of Commerce
  • Leadership Clark County
  • National Eagle Scout Association
  • PeaceHealth SW Foundation
  • Rocksolid Community Teen Center
  • Rotary Club of Vancouver - Downtown
  • Rotary Club of Vancouver - Sunrise
  • Rotary District 5100
  • Seaton High School
  • Share House Vancouver
  • St. Vincent de Paul
  • Tuality Community Hospital Foundation 
  • Vancouver and Columbia River Yacht Clubs
  • Vancouver School District Foundation
  • Vancouver Wine & Jazz Festival

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Contact info

  •   2001 SE Columbia River Dr., Suite 100, Vancouver, WA 98661
  •   360-694-9940
  •   info@martelwealthadvisors.com

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Form CRS

Advisory Services offered, in states where licensed, exclusively through Martel Wealth Advisors, Inc. an SEC Registered Investment Advisor. Check the background of this investment  professional on FINRA’s Broker Check. Disclosure Brochure Part 2A

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