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Martel Wealth Advisors, Inc. specializes in multi-generational financial planning. We assist individuals, families and business owners in accumulating, preserving and distributing wealth.
Martel Wealth Advisors, Inc. has a diverse client base located across the United States that includes individuals, families, trusts and corporate retirement/pension plans. The majority of our clients are referred to us by existing clients and other professional advisors. We are independently owned and have no outside shareholders or corporate ownership. This independence enables us to be free from the potential conflicts of interest that could occur if corporate/shareholder interests are placed before client interests.
We work for you, ensuring that your best interest is always our top priority. Started in 1982, we have over 25 years of financial planning experience. Martel Wealth Advisors, Inc. provides you with unbiased professional advice.
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This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
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