Fiduciary advisors in Vancouver, WA

Vancouver, Washington

American National Insurance TWFG Vancouver WA Travis Feucht is an investment advisory firm in Vancouver, Washington. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 5 Google reviews.

Vancouver, Washington

Asset Preservation Wealth & Tax is a fee-only financial advisory firm in Vancouver, Washington offering financial planning, investment management, and retirement planning services. All advisors operate as fiduciaries and integrate tax planning into their client strategies. The firm works with multiple money management firms and coordinates across insurance, annuities, education funding, and estate planning. Their approach emphasizes transparent communication and collaborative wealth management tailored to individual financial goals.

Vancouver, Washington

Baker Ellis Asset Management is an independent, fiduciary investment firm founded in 2002 and based in Vancouver, Washington. The firm's leadership includes two Chartered Financial Analysts, a Certified Financial Planner, and an MBA, and it combines proprietary global research with a diversified investment approach that incorporates stocks, bonds, ETFs, and mutual funds across market capitalizations. The firm offers investment management and comprehensive financial planning services, emphasizing value-oriented research, diversification, and long-term strategy, and works directly with clients on both portfolio management and related financial matters including charitable giving and trust administration.

Vancouver, Washington

Calibrate Wealth Advisors is a financial planning firm based in Vancouver, Washington that serves individuals, families, and pre- and post-retirees. The firm works through a five-step process beginning with goal discovery and financial data collection, followed by analysis, personalized recommendations, and ongoing reviews to adapt to changing circumstances. They offer planning consultations via in-person meetings, video calls, phone, and an online platform. Their practice addresses retirement preparation, asset management, and wealth building for clients across various life stages.

Vancouver, Washington

Delphi Advisers is a fee-only fiduciary firm based in Vancouver, Washington that offers financial planning, retirement planning, and estate planning services to clients nationwide and internationally. The firm constructs individualized investment portfolios and comprehensive financial plans rather than using standardized model portfolios, and charges transparent flat fees for asset management or planning services without collecting commissions or product-based compensation. As a registered fiduciary operating exclusively in that capacity, the firm manages client investments in-house and emphasizes a personalized approach to address each client's distinct circumstances and objectives.

Vancouver, Washington

Momentous Wealth Management, based in Vancouver, Washington, offers financial planning, investment management, and retirement planning services. The firm operates as a fiduciary and provides a structured advisory process that includes semi-annual client meetings, quarterly webinars, tax planning consultation, and estate planning support. The firm's team brings over 20 years of experience and can assist with trust administration and legacy planning arrangements. Clients have access to a dedicated portal to monitor portfolios and progress toward financial goals.

Vancouver, Washington

Insurance-Based

Northwestern Mutual is an insurance-based firm in Vancouver, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Vancouver, Washington

Sarah E. Whittaker, an Accredited Investment Fiduciary® with Series 7, 65, 63, and 24 licenses, provides investment management and retirement planning services to individuals, families, and small businesses in southwest Washington. Based in Vancouver, Washington, the practice emphasizes a methodical planning process that addresses current financial needs while considering tax efficiency and future objectives. Clients gain access to a dedicated planning portal powered by eMoney software, which consolidates accounts, stores documents, tracks budgeting, and monitors goal progress.

Vancouver, Washington

Spartina Wealth Management is a boutique advisory firm in Vancouver, Washington offering investment management and wealth management services. The firm constructs individualized financial plans and portfolios using a comprehensive approach, with a stated emphasis on client communication and accessibility. Services include retirement planning, education funding, estate planning, tax-efficient income strategies, and Social Security optimization.