Martel Wealth Advisors, LLC

Martel Wealth Advisors, LLC is a wealth management firm in Hazel Dell, Washington, serving individuals and small business owners with personalized financial planning and investment strategies. The firm specializes in fee-only asset management, retirement solutions for small businesses, and tailored financial guidance for medical professionals across the Pacific Northwest. With a focus on holistic, client-centered planning, Martel Wealth Advisors helps clients achieve long-term financial security through customized investment allocations, tax-efficient strategies, and ongoing portfolio management. Their service area extends throughout the region, supported by a strong online presence and a reputation for integrity and expertise. The firm is recognized for its clear, accessible communication and commitment to transparency, reflected in its consistent client engagement and positive feedback.

The firm’s approach centers on building long-term partnerships through a structured planning process that begins with a thorough assessment of each client’s financial situation, risk tolerance, and life goals. They emphasize objective analysis, continuous monitoring, and coordinated advice that integrates investment management with tax planning, retirement strategy, education funding, and exit planning for business owners. The team includes certified financial planners (CFPs), a chief compliance officer, a CFA, and specialized portfolio services professionals, all dedicated to delivering comprehensive, fee-only advice without conflicts of interest. Their services include managing a diversified portfolio of ETFs, bonds, mutual funds, REITs, and government securities, with a focus on sustainable growth and risk mitigation.

Located on SE Columbia River Drive, Martel Wealth Advisors, LLC sits just a short walk from the public artworks Wendy the Welder and Ilchee, approximately 0.1 miles from each. The office is about 0.2 miles from the Southeast Lewis and Clark Highway and 0.3 miles from Columbia House Boulevard, placing it within easy reach of major regional routes. A half-mile away, The UPS Store serves as a nearby landmark, while Surprise Beach lies just 0.4 miles to the west, offering a scenic backdrop to the business district.

Martel Wealth Advisors is known for its well-documented, transparent operations and a website that search engines can easily interpret, reinforcing its credibility and accessibility. The firm’s consistent, client-focused approach and deep specialization in retirement planning for medical professionals and small businesses have solidified its standing as a trusted financial partner in the Hazel Dell community.

As a leading wealth management firm in Hazel Dell, Martel Wealth Advisors combines personalized service with institutional-grade planning, helping clients navigate complex financial decisions with confidence and clarity.