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The Bookkeeping Company - Cfos and Consultants
“Second year coming back to work on our personal and business taxes with Maya and we can't be more happy.”
Best Financial Advisors in Vancouver, WA
24 firms listed · all 24 in Vancouver · 1 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 28, 2026
NW Premier - Creative Financial Solutions
“His customer service team checked in regularly and whenever they needed anything they just reached out via text or phone to resolve any issues.”
Opsahl Dawson & Company Advisors
“He tailored his services to address our unique challenges, providing clear and actionable advice that has been pivotal in our decision-making processes.”
CLT Accounting & Taxes
Indigo Wealth Management
“I've been working with Indigo Wealth Management for nearly 2 years now and am extremely pleased with Michael's genuine desire to help.”
Five Rings ~ Anchor Financial
“She spent time asking questions and learning what I needed for my future then made a few recommendations.”
The 24 firms listed for Vancouver, WA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Vancouver, WA
All 24 firms we list here are in Vancouver itself. We have 30 firms in Vancouver on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 325 reviews; 3 have 50 or more reviews and 19 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 1 is open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (2), business planning (2), estate planning (2), financial planning (2) and tax planning (2). 1 shows a license on its website; 2 list staff certifications (CFP and CPA) and 2 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 34 years. 2 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 19 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Vancouver offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Legacy Accounting and Financial Services
“Legacy did a great job handling our returns and their fees are extremely reasonable.”
Blanchard Wealth Solutions
“He listened and made recommendations that have helped me to meet my goals.”
JAG Financial
“He consistently keeps me informed, maintains ongoing reviews for my current and future financial needs, stays on top of my accounts and the market trends.”
Pacific Northwest Wealth Management
“Janine, Guy, and Taina are not only consistently professional, but personable and very service--oriented.”
Delphi Advisers
“I have used 4 or so different advisors in the Portland area and Ben is by far the best.”
Harlow Wealth Management
Martel Wealth Advsiors
“Mark was So helpful in helping me navigate the responsibilities and opportunities available to me now.”
Momentous Wealth Management
“I am especially thankful for the advice of Linde Carroll and Justin Curtiss.”
De La Torre Wealth Strategies
“From the first time I met with Derek I could feel his genuine interest in my needs, circumstances and preferences.”
Johnson Bixby
“I have been with this company for over 20 years and cannot adequately express the difference they have made in my life both personally and financially.”
Middleton & Company
“It's great to find trusted people who care about you the way Middleton does.”
CFG Tax Services
“The services were super helpful, and he was very responsive to all the questions I had about my taxes and the returns I would receive.”
Ambassador Wealth Management
Cairn Investment Group
“He takes his time analyzing data to proved the best personal options.”
Laurus Wealth Management
Legacy Counsel
Granite Wealth Strategies
Columbia Associates Wealth Management
Why these companies made our list
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