Advisors at this firm
Andrea S
CFP®, Series 65
Vancouver, WA
Fort Vancouver Investment Management, LLC
Andrea Silbernagel is a CFP® and Series 65-licensed advisor with Fort Vancouver Investment Management, LLC, where she has worked since 2022. She has three years of industry experience and previously worked at Clive Financial Services and Clark College. Outside of her advisory role, Silbernagel owns Tributa Tax & Accounting LLC, where she provides bookkeeping and tax preparation services. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered firm serving individuals, families, and trusts, typically requiring $500,000 to establish an advisory relationship. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, focusing on diversified portfolios primarily using ETFs and institutional no-load mutual funds, with tax-aware management and integrated financial planning.
Matthew E
CFP®, Series 65
Vancouver, WA
Fort Vancouver Investment Management, LLC
Matthew Ebeling is a CFP® with 18 years of industry experience. He has worked at Fort Vancouver Investment Management, LLC since 2016 and previously spent nine years at Fisher Investments. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered adviser serving individual and high-net-worth clients with discretionary investment management and retirement planning. The firm employs an evidence-based approach grounded in Modern Portfolio Theory, using broadly diversified portfolios primarily composed of ETFs and institutional no-load mutual funds.
Holly B
Series 65
Vancouver, WA
Fort Vancouver Investment Management, LLC
Holly Breeden is a financial advisor at Fort Vancouver Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Fort Vancouver since 2012. Fort Vancouver Investment Management is a fee-only, SEC-registered firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients.
Robert P
CFP®, Series 66
Vancouver, WA
Fort Vancouver Investment Management, LLC
Robert Pool is a CFP® with 23 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2011. He holds the Series 66 designation and works out of Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered advisory firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients engaged in investment management.