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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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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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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. Lauren Helgeson

Lauren Helgeson

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Lauren Helgeson
Portfolio Services

Lauren Helgeson is the newest member of our team at Martel Wealth Advisors. She works in Portfolio Services, assisting our Investment Advisors with retirement projections and long-term financial plans. 

Lauren was born and raised locally, is a 5th generation Clark County resident, and has strong ties to our local community. She graduated summa cum laude with a BA in Psychology from Whitman College in Walla Walla, WA.

Prior to returning to Clark County, Lauren lived in Seattle for more than a decade, working in business development for non-profits and product marketing for a well-known technology start-up that’s now traded on NASDAQ.

Lauren and her husband reside in Camas with their three-year-old son and shih tzu. In addition to their love of exploring local restaurants and wineries, they enjoy boating, collecting antiques, and supporting the local arts community. Lauren is thrilled to work as part of our team, and looks forward to assisting you with your long-term financial journey.

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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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