Find a Financial Planner in Spokane County, WA

 

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We did the hard work of finding trustworthy partners in Spokane County, WA.

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We Only Work With The Best Spokane County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Spokane County, WA


  • Financial Advisor Close to Spokane County, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Spokane County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Spokane County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Spokane County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
19.7% of Spokane County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Spokane County area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Spokane County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Spokane County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Spokane County area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Washington has unique laws defining which actions trigger a taxable event and has the 24th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Spokane County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Spokane County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Spokane County, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Spokane County, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Spokane County financial advisors.
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How Retirement-Friendly is Spokane County, WA?

  • Population: 505,505
  • % of Population 62 Years and Over: 19.7%
  • Average Home Value: $227,700
  • Average Monthly Housing Cost: $1,008
  • Average Household Income: $76,487
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)


The Top Financial Advisor Firms in Spokane County, WA


WEALTH ASSET MANAGERS

Website

(509) 838-1313

9718 N Morton Ct

Spokane, WA 99218

SEC#: 801-41346
Years in Business: 29 years

PALOUSE CAPITAL MANAGEMENT, INC.

Website

(509) 624-5591

2026 N Washington St

Spokane, WA 99205

SEC#: 801-46893
Years in Business: 27 years

SIGNIA CAPITAL MANAGEMENT

Website

(509) 789-8970

9 W Washington St
Suite 520
Spokane, WA 99201

SEC#: 801-108871
Years in Business: 4 years

ICM ASSET MANAGEMENT INC

Website

(509) 455-3588

601 West Main Avenue, Suite 900

Spokane, WA 99201

SEC#: 801-16670
Years in Business: 39 years

FINANCIAL FORUM, INC.

Website

(509) 458-5373

501 N Riverpoint Blvd., Ste 104

Spokane, WA 99202

SEC#: 801-118241
Years in Business: 1 years

DEMARS FINANCIAL GROUP LLC

Website

(509) 536-9556

104 S Freya Suite 218
Lilac Flag Bldg
Spokane, WA 99202

SEC#: 801-112885
Years in Business: 3 years

NORTHERN CAPITAL RETIREMENT SERVICES, INC.

Website

(509) 456-2526

2700 S Southeast Boulevard
Suite 205
Spokane, WA 99223

SEC#: 801-77836
Years in Business: 8 years

COLUMBIA ADVISORY PARTNERS, LLC

Website

(509) 822-3850

3918 N Post St

Spokane, WA 99205

SEC#: 801-116703
Years in Business: 2 years

VICKERMAN & DRISCOLL FINANCIAL ADVISORS,INC.

Website

(509) 325-7610

108 N. Washington, Suite 300

Spokane, WA 99201

SEC#: 801-58112
Years in Business: 20 years

NORTHERN CAPITAL MANAGEMENT, INC.

Website

(509) 456-2526

2700 South Southeast Boulevard
Suite 205
Spokane, WA 99223

SEC#: 801-44942
Years in Business: 27 years