Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Clark County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Clark County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Clark County can include managing client retirement accounts, investments, tax plans, and more.
18.6% of Clark County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Clark County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Clark County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Clark County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Clark County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Washington has unique laws defining which actions trigger a taxable event and has the 24th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Clark County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Clark County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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.)


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: 15 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: 3 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: 0 years

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Website

(360) 823-0477

1601 Officers Row

Vancouver, WA 98661

SEC#: 801-112403
Years in Business: 3 years

JAMES R. MARTIN CONSULTING, INC

Website

(360) 567-1822

1111 Main St. Suite 612

Vancouver, WA 98660

SEC#: 801-58066
Years in Business: 20 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: 2 years

NEWFOCUS FINANCIAL GROUP, LLC

Website

(888) 762-2423

410 West 12th Street

Vancouver, WA 98660

SEC#: 801-63625
Years in Business: 16 years

SECURITY FIRST ADVISORS

Website

(503) 274-4224

16703 Se Mcgillivray Blvd. #230

Vancouver, WA 98683

SEC#: 801-118065
Years in Business: 1 years