Martel Wealth Advisors, LLC

Martel Wealth Advisors, LLC is a wealth management firm in Hazel Dell, WA, located at 2001 SE Columbia River Dr STE 200. The firm provides investment management and strategic wealth planning, serving as a trusted advisor to clients seeking to achieve their financial goals. Their services include investment advice, fee-only asset management, retirement solutions for small businesses, and specialized planning for medical professionals in the Pacific Northwest. The team is led by Mark S. Martel and Jason Martel, both Certified Financial Planners, alongside Michele Madasz, Chief Compliance Officer. Additional staff includes Grant Caudle, CPFA; Ann Moore, CFA; Devin Jackson; and Blake Merritt, Director of Portfolio Services. The firm assists clients with investment portfolio analysis, income tax and cash flow planning, risk assessment, education funding through 529 Tax Free Plans, and exit planning for business owners. They coordinate with attorneys, accountants, banks, and insurance professionals to provide holistic solutions. For small businesses, they implement employer-sponsored retirement plans such as 401k, Solo 401k, Profit Sharing, SEP IRA, and Simple IRA. Their asset management approach considers risk assessment, goals, and time horizons to develop suitable allocations. Investments may include Exchange Traded Funds, Government Securities, Municipal and Corporate Bonds, Mutual Funds, and Real Estate Investment Trusts. The firm emphasizes a strong planning process to protect current needs and plan for the future in a tax-efficient manner.

Martel Wealth Advisors, LLC offers objective, holistic solutions tailored to individual client needs. They provide continuous advice and asset management based on a thorough evaluation of the client's present financial situation. The firm assists numerous medical professionals in the Pacific Northwest in realizing their financial goals. Their process involves presenting analysis and discussing recommendations to ensure the plan aligns with the client's objectives. They focus on developing a diversified investment allocation that addresses specific needs and risk tolerance. The firm strives to be a trusted advisor, meeting with clients to create a more financially secure plan. Their services are designed to help clients navigate complex financial landscapes, including retirement strategies for asset accumulation. The team works to implement and monitor recommendations, ensuring ongoing support for the client's financial journey. They offer introductory appointments at no charge to discuss potential collaboration. The firm is dedicated to understanding client goals and developing a plan to reach them.

Martel Wealth Advisors, LLC stands out in Hazel Dell for its comprehensive approach to wealth management, combining certified financial planning with specialized services for medical professionals and small businesses.

Martel Wealth Advisors, LLC is situated on SE Columbia River Dr in Hazel Dell, WA, roughly 0.1 miles from the Wendy the Welder public artwork and 0.2 miles from the Southeast Lewis and Clark Highway.

BizScoreAI awarded the firm a Schema & Structure score of 100 out of 100, which ensures AI assistants and search engines understand exactly what the business offers. The Technical score of 81 out of 100 confirms the website is secure and indexable so search engines can read it without errors. The firm ranks number 3 of 4 Wealth Management businesses that BizScoreAI has scored in Hazel Dell.