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Martel Wealth Advisors, Inc.
360-694-9940 info@martelwealthadvisors.com

Martel Wealth Advisors, Inc.
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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn about what we do and our approach to help you save fast.

 

Investing Environmentally

Our creative solutions and insights enable investors to take a total-portfolio approach to environmental investing.

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Objective

Holistic Solutions

We are committed to providing you with objective, holistic, and creative solutions to the array of financial challenges that you may face throughout your life.

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Introductory Appointment

At No Charge.

This provides an opportunity for us to learn about your financial situation, concerns and expectations. Together, we will determine if it will be mutually beneficial to proceed.

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  2. Jason Martel, MSFA

Jason Martel, MSFA

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Jason Martel, CFP®
Investment Advisor

Jason Martel is an Investment Advisor with Martel Wealth Advisors. He earned a bachelor’s degree from the University of Washington in Business Administration and a master’s degree from the University of San Francisco in financial analysis. Jason holds the Series 65 license and is a CFP® professional. He was raised in Clark County and is a member of the Rotary Club of downtown Vancouver. Jason and his wife, Remi, have one daughter and two dogs. 

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  •   2001 SE Columbia River Dr., Suite 100, Vancouver, WA 98661
  •   360-694-9940
  •   info@martelwealthadvisors.com

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Advisory Services offered, in states where licensed, exclusively through Martel Wealth Advisors, Inc. an SEC Registered Investment Advisor. Check the background of this investment  professional on FINRA’s Broker Check. Disclosure Brochure Part 2A

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