01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Meet Our Team
Chief Compliance Officer
Director of Portfolio Services
Financial Paraplanner Qualified Professional ™
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This process is advisory and analytical, involving the evaluation of your present financial situation and risk tolerance to find a diversified investment allocation to address your needs.
Fee-Only Asset Management
We provide continuous advice and asset management to you regarding the investment of your funds based upon your risk assessment, goals, and time horizon. We will develop an allocation that suits your needs.
Retirement Solutions for Small Businesses
Implementing a retirement plan for your business can offer tax savings and a way to secure your own retirement along with that of your employees. We offer a wide-range of employer-sponsored retirement plan, including 401k, Solo 401k, Profit Sharing, SEP IRA, and Simple IRA.
Investors have more environmentally conscious opportunities today than ever before. These considerations have been widely adopted within equity and fixed income markets. Investing environmentally has the potential to positively impact society while providing competitive returns.
At Martel Wealth Advisors, Inc. we have assisted numerous medical professionals in the Pacific Northwest to realize their financial goals. We specialize in providing a retirement plan that evaluates your financial situation, including tax situation, investment allocation, and retirement planning. We then work with you to implement and monitor our recommendations.
Many people dream of the day they can leave work behind and start pursuing their lifelong dreams.
Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting to prepare for successfully.
Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances.