Top Financial Advisors in Vancouver, WA

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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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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.

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.These models use varying allocations of equities, fixed income investments such as bonds and money market funds and alternative strategies including long/short funds and managed futures. 

Its investment philosophy emphasizes diversification across asset classes and styles, with analysis based on both quantitative and qualitative factors. 

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. 

In addition to charging asset-based and, in some cases, performance-based fees, its advisors may also earn commissions on insurance products, creating potential conflicts of interest. While this makes Sloy, Dahl & Holst a fee-based firm, the practice has a fiduciary duty to act in your best interests. 

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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. 

While Martel Wealth was formed in 1982, the firm registered as an investment advisor in 2018. Its services include investment management, financial planning and consulting, pension consulting and educational seminars. The firm’s financial planning and consulting services also include:

• Business planning
• Charitable giving
• Cash flow forecasting
• Insurance planning
• Tax planning
• Distribution planning
• Manager due diligence
• Risk management
• Trust and estate planning

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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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. SAM applies tactical asset allocation, bottom-up fundamental research, and technical analysis, meaning it adjusts portfolios based on market conditions, evaluates companies from the ground up and uses data-driven signals to guide decisions. Available strategies include diversified and tactical bond portfolios, dividend-focused equity portfolios and faith-based investments.

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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 (AUM) belong to its high-net-worth clients. The firm also works with a few charitable organizations. The firm doesn't have a set account minimum.

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. 

Johnson Bixby was founded in 1998 and officially registered as an investment advisor with the SEC in 2020. Johnson Bixby works with clients to provide asset management services as well as financial planning and consulting services. 

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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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. 

Baker Ellis was founded in 2002 by Brian C. Baker and Barnes C. Ellis. The two still split ownership of the firm equally. 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.

The firm describes itself as a long-term value investor, seeking to participate in the growth of companies through various economic cycles. "We do not try to time the market, although we constantly seek to lean in the direction of opportunity and away from areas of greatest risk," the firm states in its Form ADV Part 2 brochure. "We believe in balance and diversification. Our accounts generally have a wide range of equities and fixed-income exposure, including equities of various market capitalizations, industries and countries."

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James R. Martin Consulting, Inc., which does business as JRM Capital Management, has been providing investment advisory services since 1991. The firm works with individuals, high-net-worth individuals, retirement plans, charitable organizations and foundations.

Its services focus on developing personalized asset allocation strategies designed to match each client’s objectives and risk profile. JRM provides ongoing portfolio monitoring, quarterly reporting and review meetings. In addition to portfolio management, the firm occasionally offers financial planning support on specific client questions. There are no set account minimums, although some mutual funds used may impose their own requirements.

JRM operates as a fee-only firm, charging asset-based fees that decrease at higher asset levels. The firm does not receive commissions, 12b-1 fees or compensation from brokerage or trading activity, which helps reduce conflicts of interest. 

The firm has a Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) on staff. 

JRM's investment philosophy centers on building diversified portfolios using mutual funds and ETFs across asset classes, including fixed income, equities and domestic and international markets. Portfolios balance growth and value styles and inest in a range of small, mid and large-cap companies. 

For clients with significant assets, JRM may recommend alternative investments such as private equity or funds of funds, though these are considered individually and require accredited investor status.

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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. 

While there is no set account minimum, clients who receive comprehensive portfolio management (which includes financial planning and consulting services), there is a $250,000 minimum. 

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. The firm also analyzes mutual funds and ETFs, evaluates managers’ track records and incorporates fixed income and equity securities when appropriate.

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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. Portfolios may also include real estate investment trusts (REITs), options contracts and other diversified assets. The firm believes equity markets provide the best long-term growth opportunities, balancing these with fixed income for stability and income generation. 

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My Personal CFO is the final firm on our list of the top advisors in Vancouver. This fee-only advisory firm doesn't have a minimum account size, but it does charge a minimum annual fee of $4,000. My Personal CFO's client base is entirely composed of individuals and high-net-worth individuals. 

The firm's president and founder, Mark Bernazzani, holds the Certified Financial Planner™ (CFP®) and certified public accountant (CPA) designations. 

The firm offers a variety of financial consulting and planning services designed to help clients integrate financial decision-making across investments, taxes and long-term goals. Services include:

• Tax planning
• Retirement planning
• Cash flow planning
• Insurance planning
• Education planning
• Trust and estate planning
• Equity compensation
• Business succession advice
• Philanthropic advisory

The firm manages investment portfolios on a discretionary basis, tailoring strategies to each client’s risk tolerance, time horizon and objectives. Portfolios are primarily built with mutual funds and ETFs, but may also include individual securities, options for risk management, and, when appropriate, alternative investments such as real estate, private equity or private credit. My Personal CFO employs both fundamental and behavioral finance methods and uses principles of modern portfolio theory to balance risk and return. Its philosophy emphasizes diversification, long-term investing and the use of low-cost, transparent vehicles.