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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. Michele Madasz

Michele Madasz

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Michele Madasz
401(k) Retirement Plans and Client Services

Michele Madasz is a Licensed Sales Assistant to Mark Martel.  She earned her bachelor’s degree at Franciscan University of Steubenville, Ohio majoring in political science. Michele lived and worked in Washington, DC for many years before moving to the Pacific Northwest in 2005. Before joining Martel Wealth Advisors in 2011, she worked at UBS Financial Services and the Community Foundation for Southwest Washington. Michele holds Series 7 and 66 securities registrations.

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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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