Martel Wealth Advisors, LLC

Mark Martel is a CFP® with 43 years of experience in financial advising. He is the principal at Martel Wealth Advisors, LLC in Vancouver, WA, where he has worked since 2018, following 27 years at Kms Financial Services, Inc. Martel serves on the board of the PeaceHealth SW Medical Center Foundation. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets.

Ann Martel is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Martel Wealth Advisors, LLC. Prior to joining Martel Wealth Advisors in 2021, she worked at Amazon Web Services and held various roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. Martel Wealth Advisors, LLC provides wealth management, comprehensive planning, and pension consulting services to individuals, retirement plans, trusts, corporations, and charitable organizations. The firm builds investment programs around strategic asset allocation using mutual funds and ETFs, tailoring portfolios to clients’ objectives, risk tolerance, and time horizon.

Julie Scott is a financial advisor at Martel Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at Kms Financial Services, Inc. for 20 years before joining Martel Wealth Advisors. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations by providing wealth management, comprehensive wealth planning, and pension consulting services. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives, and manages approximately $1.25 billion in assets.

Jason Martel is a CFP® professional with nine years of industry experience. He is currently with Martel Wealth Advisors, LLC, where he has worked since 2015, following two years at KMS Financial Services, Inc. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm manages portfolios through strategic asset allocation using mutual funds and ETFs, tailoring investments to clients’ objectives and risk tolerance, and oversees approximately $1.25 billion in assets with a significant presence among high-net-worth and institutional clients.

Michele Madasz is a financial advisor at Martel Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Martel Wealth Advisors since 2011, including the firm's current iteration since 2020. Prior to that, she was with KMS Financial Services, Inc. for seven years. Martel Wealth Advisors serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm focuses on strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets across a diverse client base.

Lloyd Caudle is a financial advisor at Martel Wealth Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nationwide Investment Services Corporation and AXA Distributors, LLC. Caudle has been with Martel Wealth Advisors since 2017. Martel Wealth Advisors serves individuals, retirement plans, trusts, corporations, and charitable organizations by providing wealth management, comprehensive planning, and pension consulting services. The firm builds investment programs around strategic asset allocation using mutual funds and ETFs, tailoring portfolios to clients’ objectives, risk tolerance, and time horizons.