Find a Financial Advisor in Spokane Valley, WA

 

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

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We Only Work With The Best Spokane Valley Financial Advisors


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

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Spokane Valley, 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

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

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

  • Population: 97,562
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $212,900
  • Average Monthly Housing Cost: $1,010
  • Average Household Income: $66,133
  • 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 Valley, WA

 

MOULTON WEALTH MANAGEMENT, INC

Website

(509) 922-3110

1220 N Mullan Road

Spokane Valley, WA 99206

SEC#: 801-117148
Years in Business: 2 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(509) 990-8103

1715 S. St Charles Road

Spokane Valley, WA 99037

SEC#: 801-71546
Years in Business: 11 years

GLOBAL ASSETS ADVISORY, LLC

Website

(509) 473-9630

15413 East Valley Way Avenue
Building A, Suite 201
Spokane Valley, WA 99037

SEC#: 801-114946
Years in Business: 2 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(509) 990-8103

1715 S. St Charles Road

Spokane Valley, WA 99037

SEC#: 801-71546
Years in Business: 11 years

IAMS WEALTH MANAGEMENT, LLC

Website

(509) 869-1950

3104 S Mamer Rd.

Spokane Valley, WA 99037

SEC#: 801-108875
Years in Business: 4 years

GLOBAL ASSETS ADVISORY, LLC

Website

(509) 473-9630

15413 East Valley Way Avenue
Building A, Suite 201
Spokane Valley, WA 99037

SEC#: 801-114946
Years in Business: 2 years

GLOBAL ASSETS ADVISORY, LLC

Website

(509) 473-9630

15413 East Valley Way Avenue
Building A, Suite 201
Spokane Valley, WA 99037

SEC#: 801-114946
Years in Business: 2 years

GLOBAL ASSETS ADVISORY, LLC

Website

(509) 473-9630

15413 East Valley Way Avenue
Building A, Suite 201
Spokane Valley, WA 99037

SEC#: 801-114946
Years in Business: 2 years

GLOBAL ASSETS ADVISORY, LLC

Website

(509) 473-9630

15413 East Valley Way Avenue
Building A, Suite 201
Spokane Valley, WA 99037

SEC#: 801-114946
Years in Business: 2 years

 


Spokane Valley, WA Financial Advisor FAQs

A financial advisor can also help you decide where to invest, and they may be able to save you money on the fees associated with opening up a savings account or other sorts of investment accounts.
Do you provide services that cater to an individual's needs or meet their specific goals? If you're always targeted on your client's current needs and not capable of thinking about the long-term, then this is a good question for whether or not they'll be able to cater to your long-term needs.
A financial advisor can help you make major financial decisions, like whether to consolidate your debt, when to take Social Security benefits or invest in the stock market. A good advisor will serve as your expert in money matters regardless of previous experience or qualifications.
It really depends on the company and the individual's background, but it should be no more than 2% annually.