Top Financial Advisors in Vancouver, WA

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Advisor Share Wealth Management is the top firm on our list of the top financial advisors in Vancouver. Founded in 2020, the firm provides investment advisory services, financial planning, retirement plan management and platform-related services.

The firm works with individuals, high-net-worth individuals, professional investment advisers, pension and profit-sharing plans, plan participants and tax-qualified retirement plans. Advisor Share Wealth Management generally requires a minimum of $25,000 to open and maintain an advisory account, though this minimum may be waived at the firm’s discretion. Combined household accounts may be used to meet the requirement.

Services include portfolio management, selection of other advisers, financial planning, retirement plan asset management, ESG investing upon request and back-office administration services for participating advisers on its platform. Areas of financial planning may include cash flow, taxes, estate planning, insurance planning, investment goals, retirement planning, debt management, philanthropic planning and long-term care planning.

The firm typically uses third-party sub-advisers, third-party money managers and model portfolios aligned with client risk tolerance. Its approach may include asset allocation across equities, fixed income, mutual funds, ETFs, REITs, government securities, money market funds, CDs and alternative investments.

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First Pacific Financial leads off our list of the top financial advisors in Vancouver. Founded in 2016, the firm offers financial planning, consulting, investment management, retirement plan consulting and specialized services for charitable organizations and non-profits. 

The firm works with hundreds of individuals and high-net-worth individuals, as well as institutional clients. It does not impose account minimums, though certain financial planning engagements carry fixed fees. First Pacific Financial operates on a fee-only basis; its compensation comes from asset-based, hourly or fixed fees.  

Areas of planning include cash flow forecasting, estate and trust planning, tax planning, insurance planning, retirement planning, business planning and charitable giving. The firm also offers wealth management services, including ongoing portfolio management tailored to client goals and risk tolerance, as well as tax preparation for some clients through a third-party provider.

Its advisors hold a range of professional credentials, including the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), certified public accountant (CPA), accredited investment fiduciary (AIF), personal financial specialist (PFS) and chartered financial consultant (ChFC) designations. 

The firm is fee-only, so advisors are compensated based on a percentage of assets under management and/or fixed fees, not from commissions that insurance companies pay to advisors who sell their products.

In addition to its headquarters in Vancouver, First Pacific Financial has other offices in Juneau, Alaska; Seattle, Washington; Bellevue, Washington; and Portland, Oregon.

The firm generally allocates client assets across mutual funds and exchange-traded funds (ETFs), and the firm says it develops portfolios using asset class return assumptions and historical asset class correlations. Advisors also analyze securities by considering a range of qualitative and quantitative factors.

The firm takes a long-term approach to investing, and its key strategies include strategic asset allocation, portfolio diversification and regular portfolio rebalancing.

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Synergy Asset Management (SAM), founded in 2001, provides comprehensive wealth management, financial planning and investment advisory services to hundreds of individuals and high-net-worth individuals. The firm also works with pooled investment vehicles, retirement plans and other investment advisors. 

Services include goal-setting, cash flow management, retirement planning, tax strategies, estate planning, business succession planning and ongoing investment management. SAM delivers advice on a discretionary or non-discretionary basis and offers family office, co-advisory and retirement plan advisory services. The firm does not impose a minimum account size but charges an asset-based management fee that starts at 1%.

SAM is a fee-based advisor. Through affiliates, the firm may receive commissions from insurance sales or real estate transactions and may also earn performance-based fees from its private funds. While fee-based compensation represents a conflict of interest, the firm has fiduciary duty to act in its clients' best interests.

Its investment philosophy emphasizes tailored portfolio construction, balancing risk tolerance, goals and time horizons. The firm invests across diverse asset classes, including cash equivalents, U.S. and international equities, bonds, REITs, commodities, precious metals, structured notes, private funds and Delaware Statutory Trusts. 

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Founded in 1982, Martel Wealth Advisors has been around longer than any other firm on this list. Its clients include hundreds of non-high-net-worth and high-net-worth individuals, as well as dozens of charities.

The firm’s advisors have various backgrounds and qualifications, namely the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), certified plan fiduciary advisor (CPFA) and financial paraplanner qualified professional (FPQP) designations. 

Martel Wealth charges asset-based fees for its advisory services, and doesn’t have a set account minimum. However, the firm operates under a fee-based model, which allows advisors to earn commissions from the sale of insurance products. This can create a conflict of interest if advisors favor these products, but the firm must prioritize client needs since it has a fiduciary duty. 

The firm builds client portfolios primarily using mutual funds and ETFs, with an emphasis on strategic asset allocation tailored to each client’s goals, risk tolerance and time horizon. The firm focuses on diversification to balance risk and return over the long term and monitors managers and fund holdings to reduce overlap. 

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Johnson Bixby is next on our list of the top financial advisory firms in the city of Vancouver. This firm's client base is made up almost entirely of individuals. Of those individuals, a majority do not have a high net worth. However, most of the firm's assets under management belong to its high-net-worth clients. The firm also works with a few charitable organizations. 

As a fee-based firm, some advisors are licensed insurance agents and/or registered representatives of a broker-dealer. In these other roles, these advisors can earn commissions from selling financial products to clients. This is a potential conflict of interest, but the firm is still a fiduciary, making it legally obligated to act in the best interest of clients at all times.

Certifications at the firm include Chartered Financial Analyst (CFA), certified public accountant (CPA) and Certified Financial Planner™ (CFP®), among others. 

When it comes to developing investment strategies, Johnson Bixby looks to tailor its services to the needs of its clients. This process involves getting to know clients and their financial situations, learning things like a client's tolerance for risk, liquidity needs, overall investment goals and any other relevant investment information.

Advisors at Johnson Bixby populate client portfolios using stocks, bonds, ETFs, options, mutual funds and other publicly available securities. They may use other investments as they make sense for any given client. They use a wide range of analysis methods to inform investment decisions, such as fundamental and cyclical analysis.

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Sloy, Dahl & Holst is an investment advisory firm founded in 1988. The firm provides discretionary and non-discretionary portfolio management, financial consulting and serves as manager of collective investment funds for retirement plans.

The firm has several Certified Financial Planners™ (CFP®) on staff. Advisors hold other credentials, as well, including the accredited investment fiduciary analyst (AIFA) and qualified plan financial consultant (QPFC) designations. 

Its services include investment planning, risk assessment, financial organization and retirement plan participant education. Clients include individuals, high-net-worth individuals, pension and profit-sharing plans, as well as businesses. There is no stated minimum account size, though the firm may close accounts it considers too small.

The firm manages client portfolios using proprietary model portfolios ranging from conservative to aggressive, depending on each client’s objectives and risk tolerance. Mutual funds are the primary investment vehicles used, and the firm may also recommend ETFs, collective investment trusts, private funds or other securities as appropriate.

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Harlow Wealth Management, Inc. is a fee-based advisory firm in Vancouver, Washington, that was founded in 2005 under the name NW Tax & Wealth Advisory Group, Inc. The firm offers investment management and financial planning services, with a focus on retirement income, tax planning, legacy planning and high-net-worth planning.

The firm works with individuals and families, high-net-worth clients, retirement-focused investors, participants in 401(k) and profit-sharing plans, trusts, estates and businesses. Harlow Wealth Management generally requires a minimum account size of $500,000, though this requirement may be waived at the firm’s discretion.

Services include investment management, financial planning, income planning, tax planning, health care planning, legacy planning strategies, high-net-worth planning, 401(k) plan advisory services, IRA rollover advice and educational resources. 

Harlow Wealth Management manages client assets on a discretionary basis. The firm typically builds portfolios using a core allocation of passive index strategies, along with actively managed portfolios and satellite strategies based on a client’s risk tolerance and objectives.

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Baker Ellis Asset Management is a fee-only firm requiring at least $1 million in investable assets from clients, which is the highest account minimum on this list. The Baker Ellis team includes employees who hold the Chartered Financial Analyst (CFA) and investment advisor certified compliance professional (IACCP) designations.

Most of the clients at the firm are individuals and high-net-worth individuals. The only institutional clients at Baker Ellis are charitable organizations and corporations. Fees are generally charged based on a percentage of assets under management. Advisors do not sell products or services for commissions. 

 Services include constructing and managing customized portfolios with equities, bonds, mutual funds and ETFs, while accommodating specific tax considerations or socially conscious restrictions. The firm also reviews accounts regularly, provides quarterly performance reports and newsletters.

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Momentous Wealth Management is a fee-based advisory firm that offers portfolio management, retirement plan consulting, financial planning, and access to third-party money managers. Services are customized to address financial goals, risk tolerance and time horizons. Clients can receive help with asset allocation, portfolio monitoring and rebalancing, as well as planning and consulting on broader financial matters.

Momentous representatives are also licensed insurance agents and registered representatives of a broker-dealer, and they may earn commissions from selling insurance or securities, which presents a potential conflict of interest. However, the firm is required to act in your best interests as a fiduciary. 

Several members of the Momentous team hold financial certifications, including the Certified Financial Planner™ (CFP®), accredited asset management specialist (AAMS) and chartered retirement planning counselor (CRPC) designations.

Momentous invests in a range of assets including individual stocks, bonds, mutual funds, ETFs, options and other securities, both public and private. Its investment approach is tailored to each client and emphasizes diversification, regular monitoring and rebalancing. 

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Cairn Investment Group is a fee-only advisory practice that provides discretionary investment management and financial planning services to a client base of individuals with and without a high net worth. The firm also works with some businesses and charities. 

Founded in 2007, Cairn's services include investment management, cash flow planning, retirement planning, education funding, estate planning and insurance planning. Clients typically engage the firm for ongoing portfolio management and in-depth advice tailored to their individual objectives. 

The firm generally requires a minimum of $400,000 to open and maintain an account, though this may be waived at its discretion. Members of the Cairn team hold several financial credentials, including the Certified Financial Planner™ (CFP®), certified divorce financial analyst (CDFA), chartered financial consultant (ChFC) and investment advisor certified compliance professional (IACCP) designations.

Investment strategies are guided by each client’s objectives and formalized in an investment policy statement. Cairn primarily invests in individual stocks and bonds using a value-driven approach. The firm may also invest in ETFs, mutual funds and fixed income securities such as municipal and corporate bonds, U.S. Treasuries and certificates of deposit.