Top Financial Advisors in Vancouver, Washington

FinanceHQ’s team of experts conducted thorough research on financial advisors in Vancouver. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Vancouver range from $58M to $19B in AUM, and have an average of 20 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 29, 2023
Savant wealth management

Savant Wealth Management

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About Savant Wealth Management

Vancouver, WAInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

Savant Wealth Management has been providing comprehensive wealth management services since 1986. With a strong focus on tailoring financial decisions to the best interests of their clients and a commitment to fiduciary responsibility, Savant instills trust and confidence. As an independent and fee-only firm, they offer diverse areas of specialty including investment management, financial planning, estate planning, tax advisory, and more for residents of Vancouver and nationwide, making them a top financial advisor in the country.

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Facet wealth logo

Facet Wealth

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About Facet Wealth

Vancouver, WAInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

Facet Wealth is a top financial advisor in Vancouver because of its comprehensive range of services and dedication to reshaping the significance of money for its clients. With a team of seasoned financial experts and Certified Financial Planner (CFP) professionals, they offer services such as investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. Their innovative flat fee model ensures objective guidance without the influence of commissions, allowing for tailored financial strategies empowered by cutting-edge technology.

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James R. Martin Consulting

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About James R. Martin Consulting

Vancouver, WAInvestment Advisor Firm
Assets Managed: $400,399,240Total Number of Advisors: 3Number of Accounts: 704In Business Since: 2000

James R. Martin Consulting is a top financial advisor in Vancouver due to their extensive experience and comprehensive range of services. Founded in 2000 and headquartered in Vancouver, they specialize in financial planning, retirement planning, asset management, investment advisory, wealth management, estate planning, portfolio analysis, risk assessment, tax planning, and more. With a focus on building long-term client relationships and providing personalized advice, James R. Martin Consulting is dedicated to helping individuals and organizations achieve their financial goals at every stage of life.

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Cairn investment group logo

Cairn Investment Group

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About Cairn Investment Group

Vancouver, WAInvestment Advisor Firm
Assets Managed: $290,627,773Total Number of Advisors: 4Number of Accounts: 768In Business Since: 2007

Cairn Investment Group is a top financial advisor in Vancouver because they have been providing personalized attention to their clients since their founding in 2007. With a focus on managing portfolios based on each individual's unique needs and goals, Cairn is dedicated to helping clients along their financial journey, whether they are selling a business, retiring, or building wealth. Their commitment to replicating smaller firms' culture and investment ideas sets them apart and ensures a high-quality approach to financial advisory services.

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Ambassador wealth management logo

Ambassador Wealth Management, LLC

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About Ambassador Wealth Management, LLC

Vancouver, WAInvestment Advisor Firm
Assets Managed: $58,413,002Total Number of Advisors: 2Number of Accounts: 203In Business Since: 2009

Ambassador Wealth Management, LLC is a top financial advisor in Vancouver due to its extensive finance industry experience and dedication to providing comprehensive financial planning services. With a team of skilled professionals passionate about helping clients achieve their financial goals, the firm specializes in estate, retirement, insurance, and tax planning. Their commitment to forming deep relationships with clients and guiding them toward true wealth sets them apart as trusted advisors in Vancouver.

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Frequently Asked Questions

Are CFPs in Vancouver allowed to advise on cryptocurrencies?

Yes, Certified Financial Planners (CFPs) in Vancouver are permitted to advise on cryptocurrencies. However, confirming individual CFPs' expertise and comfort level with digital assets is crucial, as cryptocurrency knowledge may vary within the profession. Always engage in open discussions with your chosen CFP to ensure alignment with your financial goals in the crypto space.

Can a financial advisor in Vancouver help with income tax preparation?

Certainly! A financial advisor in Vancouver can be instrumental in income tax preparation. They leverage their expertise to navigate the complex tax landscape, ensuring optimal deductions and compliance. By tapping into local knowledge and utilizing sophisticated tools, they empower individuals to make informed decisions for a secure financial future.

Can a Vancouver financial advisor prepare my tax return?

Yes, many Vancouver-based financial advisors can assist with tax return preparation as part of their comprehensive financial planning services. It's advisable to inquire about their specific expertise in taxation and ensure they stay current with relevant regulations. Always discuss fees and the scope of services before engaging with an advisor to ensure a transparent and mutually beneficial partnership.

Are there advisors in Vancouver that specialize in taxes?

Certainly! In Vancouver, you'll find experienced tax advisors through our platform. Our carefully curated network connects individuals with specialists dedicated to navigating the intricacies of tax planning, ensuring you receive expert guidance tailored to your unique financial goals. Empower your financial future with helpful resources, cutting-edge tools, and sound advice through our platform.

Do financial advisors in Vancouver have a minimum investment requirement?

Financial advisors in Vancouver set their own minimum investment requirements, which can vary widely. Exploring multiple advisors to find one aligned with your financial goals and investment capacity is advisable. Always inquire about minimums during initial consultations for personalized and accurate information.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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