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

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

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

 

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We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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Contact info

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

Form CRS

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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