Find a Financial Advisor in Clark County, WA

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We did the hard work of finding trustworthy partners in Clark County, WA.

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We Only Work With The Best Clark County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Clark County, WA

  • Financial Advisor Close to Clark County, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Clark County, WA

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Clark County, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Clark County financial advisors.
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How Retirement-Friendly is Clark County, WA?

  • Population: 473,252
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $329,700
  • Average Monthly Housing Cost: $1,376
  • Average Household Income: $95,792
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)


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The Top Financial Advisor Firms in Clark County, WA

 

LEADER CAPITAL CORP.

Website

(503) 294-1010

315 W. Mill Plain Blvd.
Suite 204
Vancouver, WA 98660

SEC#: 801-56684
Years in Business: 22 years

GREAT NORTHERN ASSET MANAGEMENT, LLC

Website

(360) 567-3300

1111 Main Street
Suite 650
Vancouver, WA 98660

SEC#: 801-66214
Years in Business: 16 years

HARLOW WEALTH MANAGEMENT, INC.

Website

(360) 573-2522

400 East Mill Plain Blvd.
Suite 200
Vancouver, WA 98660

SEC#: 801-112275
Years in Business: 4 years

SUSTAINABLE WEALTH MANAGEMENT, INC.

Website

(360) 597-4570

300 E. 17th Street

Vancouver, WA 98663

SEC#: 801-110752
Years in Business: 4 years

JOHNSON BIXBY

Website

(360) 695-1795

275 West Third Street
Suite 600
Vancouver, WA 98660

SEC#: 801-119645
Years in Business: 1 years

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Website

(360) 823-0477

1601 Officers Row

Vancouver, WA 98661

SEC#: 801-112403
Years in Business: 4 years

JAMES R. MARTIN CONSULTING, INC

Website

(360) 567-1822

1111 Main St. Suite 612

Vancouver, WA 98660

SEC#: 801-58066
Years in Business: 21 years

MARTEL WEALTH ADVISORS INC

Website

(360) 694-9940

2001 Se Columbia River Drive
Ste 100
Vancouver, WA 98661

SEC#: 801-113777
Years in Business: 3 years

NEWFOCUS FINANCIAL GROUP, LLC

Website

(888) 762-2423

410 West 12th Street

Vancouver, WA 98660

SEC#: 801-63625
Years in Business: 17 years

 


Clark County, WA Financial Advisor FAQs

Clark County is located in the southwestern corner of Washington State. It borders the Columbia River to the north and Oregon to the south. The top employer in Clark County, Washington State is Boeing with over 40,000 employees and annual revenue of $96.1 billion. Clark County is best known for its natural beauty, with Mount Hood and the Columbia River Gorge nearby. It is home to several major companies, including Nike and Intel. There are also plenty of cultural attractions, including the Oregon Zoo and the Portland Art Museum. Choose from a variety of financial advisors in Clark County, the southernmost county in Washington, USA. It's capital and also its largest city is Vancouver. Clark County is surrounded by the Columbia River on both sides and the North Fork of the Lewis River to the north. Some counties nearby are Cowlitz County, Skamania County, Multnomah County, and Columbia County. Check out financial advisors serving close by through the links we have provided below.

What services do you provide? This is an important question to ask so that you will know what you get out of the money you pay them.

Financial advisors typically get paid with commissions, fees, or both.

Although education is an important facet of a financial advisor, it should not be your only factor for comparison. Experience with other clients would also be an important consideration.

The financial advisor's value lies in enabling the client to use their money more intelligently than they can on their own and helping them think through dilemmas and decisions without feeling paranoid about any risks.


Other Nearby Financial Advisors

Longview, WA
Hood River, OR
Linn County, OR
Bainbridge Island, WA
Walla Walla, WA

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.