Matt Ebeling - Financial Advisor in Vancouver, WA | WiserAdvisor.com

As an independent, fee-only Registered Investment Advisor (RIA), we offer customized financial solutions that help you maintain your lifestyle throughout life's transitions, personal and professional milestones, retirement, legacy goals, and more. All our wealth management services are rooted in making recommendations that serve your best interests, not ours.<br /><br />Our proactive, high-touch approach is a good fit if you're seeking to optimize your life's opportunities and avoid the mishaps that interfere with progressing toward your personal goals.

Fort Vancouver Investment Management, LLC

Where financial planning and tax management intersect, that's where you'll find Andrea adding her expertise. Her skill and knowledge make her an ideal fit for reviewing our clients' portfolios, offering insights on tax-wise wealth management, and advising on the long-term financial implications of decisions made today.

Andrea joined us in 2022, bringing years of experience along with her. For nearly a decade prior, she worked with a variety of small businesses as an IRS-registered tax preparer and QuickBooksÂ® Advance Certified ProAdvisor. She has also assisted small businesses and individuals with incorporating ever-changing tax codes into their planning and returns. Along with holding bachelor's and master's degrees in accounting, she is an IRS Enrolled Agent (EA), having passed a rigorous exam which qualifies her to represent taxpayers before the IRS nationwide.

As a military spouse, Andrea has lived in various parts of the country, and is glad to have settled back in her hometown of Vancouver. She has enjoyed sharing her knowledge as an adjunct professor at our local community college, volunteering as a tax counselor with AARP's Tax-Aide program, and mentoring immigrant families on how to launch businesses and save for retirement.  When the weather turns warm, she can be found working on small construction projects, traveling around the region, and hiking with her husband and four children.

In addition to managing your investment portfolio, our wealth management services include retirement planning, financial planning, input regarding your non-investment assets, debt structure, insurance coverage, and other financial decisions. Like a company's Chief Financial Officer, we serve as your personal CFO, to help you maximize your overall, after-tax net worth. Both our investment management and wealth management-related services as described are covered under your one, transparent quarterly fee, as mentioned above.

From when you can retire to how much money you'll need, we can help answer the questions that have been on your mind. We'll help coordinate cash flow from your investments to supplement other sources of income such as Social Security, pensions, and part-time positions. Additionally, we'll implement a customized investment strategy that is in line with your preferred risk tolerance and timeframe. Throughout your time with us, we'll help ensure all tax implications are thoroughly considered before executing any of our recommendations.

When you work with us, we'll cut straight to the point of investing: How do your investments apply to you and your life? We'll show you how to patiently pursue expected returns while managing the risks involved. By wrapping efficient investing around your greatest personal goals, we'll help you filter out the noise and make relevant financial decisions for you.

Matt Ebeling

Fort Vancouver Investment Management, LLC

We Provide Guidance for a Lifetime of Financial Independence

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