Find a Financial Advisor in Vancouver, WA


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Lifestyle1
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Vancouver Financial Advisory Team


 

Our team of fiduciary financial advisors in Vancouver, Washington, has been serving individuals and families throughout the Northwest for more than 20 years. No matter if you’re looking to optimize your investment portfolio, plan for retirement, or develop money-saving tax planning strategies, they are dedicated to helping you work toward your financial goals.

Visit us on Main Street to discover how the comprehensive wealth management solutions from our Vancouver financial planners can help you navigate your financial journey with confidence.

Candace Stogin
Candace Stogin Financial Advisor CRPS®
Vancouver, WA Read bio
Jeff Brooks
Jeff Brooks Partner Advisor BFA
Vancouver, WA Read bio
Jerod Patterson
Jerod Patterson Financial Advisor WMCP®
Vancouver, WA Read bio
Kelly Jandreau
Kelly Jandreau Financial Advisor NSSA
Vancouver, WA Read bio
Matt Pulsipher
Matt Pulsipher Partner Advisor CFP®, ChFC®, NSSA
Vancouver, WA Read bio
Scott Lowe
Scott Lowe Partner Advisor A.A.M.S.
Vancouver, WA Read bio
Vancouver

 

1111 Main Street
Suite 700
Vancouver, WA 98660

Hours:
8am - 5pm M-Th, 8am - 1pm Fri

(360) 694-0159

 

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