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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. Mark S. Martel, CFP®

Mark S. Martel, CFP®

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Mark S. Martel, CFP®
Investment Advisor

Mark Martel, president of Martel Wealth Advisors, Inc., has been advising his clients since 1982. He earned a bachelor's degree in Business Administration, Finance Option with a minor in Economics from Washington State University (Pullman). He is a member of the Financial Planning Association and has served as a board member for the Oregon and SW Washington chapter. A Clark County resident for over 45 years, he is active in the community, including serving as past Chairman of Clark County YMCA, a long time member of the Rotary Club of Vancouver - Sunrise, and a member of the Vancouver Chamber of Commerce. Mark and his wife, Karen, have two children.

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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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