Fort Vancouver Investment Management, LLC

Your Wealth, Working for You

Financial planner in Vancouver, WA (show on map)

Fiduciary financial advisory firm specializing in investment management, financial planning, and tax-smart wealth strategies for individuals and families.

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About

Fort Vancouver Investment Management (FVIM) is a fee-only Registered Investment Advisor firm dedicated to serving individuals and families with significant investable assets. Founded by Rob Pool in 2002 (originally as Arcadia Investment Advisors, later renamed), FVIM operates as a fiduciary, legally obligated to act in clients' best interests.

We offer comprehensive wealth management including investment management, financial planning, retirement planning, tax optimization, and ongoing portfolio monitoring. Our team approach combines expertise in investment strategy, compliance, and client service to guide clients through life transitions and market variability. We serve clients across Washington, Oregon, California, and nationwide, with a primary office in Vancouver, WA.

Fee-only model with no commissions or transaction fees

Fiduciary obligation to act in clients' best interest

Quarterly billing with transparent percentage-based fees

Team approach with dedicated fiduciary advocacy

Academic investment approach grounded in time-tested strategies

Integrated tax planning as part of wealth management

Experience serving long-distance clients nationwide

Services

Financial Advising & Wealth Management

Comprehensive financial planning and investment management services including retirement planning, tax-smart strategies, cash flow optimization, and ongoing fiduciary advocacy.

Fee-only transparent pricing Fiduciary duty Customized investment plans Tax efficiency optimization Ongoing portfolio monitoring Quarterly reporting

Investment Management

Evidence-based investment strategy incorporating cash flow analysis, risk assessment, tax minimization, global diversification, rebalancing, and cost efficiency.

Academic investment approach Global market diversification Disciplined rebalancing Cost efficiency focus Tax-aware positioning

Retirement Planning

Specialized guidance for pre-retirees and retirees including Social Security optimization, pension coordination, sustainable cash flow generation, and tax-efficient withdrawal strategies.

Social Security optimization Pension coordination Sustainable cash flow Tax-efficient withdrawals Asset preservation and growth

Tax Planning & Preparation

Integrated tax planning as part of wealth management, including tax-efficient investment positioning and preparation support.

Tax efficiency in investment strategy Year-round tax guidance Coordination with tax professionals After-tax net worth maximization

Credentials & Certifications

CFP® (Certified Financial Planner)

Registered Investment Advisor (RIA)

Investment Advisers Act of 1940 compliance

Investment Advisory Exam (Holly Breeden)

Since 2014

Frequently Asked Questions

How are you compensated and when do you get paid? +

We are a fee-only advisor firm with quarterly billing in arrears, calculated as a percentage of overall managed assets. Fees are typically deducted directly from investment accounts. We submit a copy of the bill each quarter, and clients also receive separate monthly statements from their independent asset custodian.

What is a fiduciary? +

We are fiduciary financial advisors legally obligated to act in the best interest of our clients under the Investment Advisers Act of 1940, enforced by the U.S. SEC. This means we must prioritize clients' financial well-being, act transparently, avoid conflicts of interest, and provide personalized advice.

How does FVIM differ from brokerage firms, trust companies, banks and other wealth management firms? +

We are fee-only with no commissions or transaction fees from outside sources. Our revenue comes entirely from client fees calculated as a percentage of assets managed, aligning our interests with clients'. Unlike non-RIA firms, we owe a fiduciary duty to always serve clients' highest interests first.

Do you work with my current advisors (attorneys, CPAs and other professionals)? +

Yes, we are pleased to work with your existing advisors to ensure we are collectively addressing your interrelated goals and circumstances. We proactively build strong relationships with each of your advisors to pool collective expertise.

How often do you review my investments? +

We run a transaction ledger each business day to monitor cash flows and review portfolios at least annually for cash-flow, rebalancing, or other ongoing management needs.

How often will you communicate with me? +

We send quarterly reports tracking investment performance and include a letter summarizing timely topics. We prefer in-person meetings at least annually but can supplement with phone calls or emails as appropriate.

What if I move out of the area? +

Many of our clients live outside the Pacific Northwest. We are experienced at serving long-distance clients by substituting in-person meetings with email, web services like Go-To-Meeting, and telephone calls.

Where are your clients located? +

We have clients based in Washington, Oregon, California, and many other states around the country.