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.

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Our Services

 

Financial Planning

This process is advisory and analytical, involving evaluation of your present financial situation, income tax and investment planning, estate and retirement planning with specific recommendations in each of these areas.
 

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.
 

Investing Environmentally

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.
 

Medical Professionals

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. Our process provides you peace of mind that you are on track to meet your financial goals.

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