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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.

Learn More

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

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.

Learn More

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.

Learn More

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. Blake Merritt

Blake Merritt

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Blake Merritt
Director of Portfolio Services

Blake Merritt is Director of Portfolio Services. He earned his bachelor’s degree at Point Loma Nazarene University, majoring in Business Administration and Finance. Blake started in the advisory business in 2004 then joined Martel Wealth Advisors in 2010. His roles have continued to focus on portfolio administration and providing excellent service to clients. Alumni of Leadership Clark County, Class of 2015, he has continued to develop relationships in the Vancouver community. He also enjoys exploring the latest venues in downtown and uptown Vancouver.

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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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Securities and Advisory Services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor. Check the background of this investment professional on FINRA’s BrokerCheck

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