Find a Financial Advisor in Spokane, WA

 

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

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We Only Work With The Best Spokane 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 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, WA


  • Financial Advisor Close to Spokane, 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, 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, WA

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

  • Population: 217,353
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $187,500
  • Average Monthly Housing Cost: $953
  • Average Household Income: $68,877
  • 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, 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

 


Spokane, WA Financial Advisor FAQs

It is important to research the rates of different financial advisors in Spokane, Washington in order to compare them and find one that you are comfortable with. Rates will vary depending on the financial advisor's credentials, expertise, service packages offered, experience level, employer, etc.
Talk to a trusted friend or family member about any existing relationships they have, and who they recommend. Secondly, examine the backgrounds of the advisors. What percentage of advisors' clients are in good financial situations? Lastly, ask for references from friends or relatives that have used their services.
Financial advisors help people make smart financial decisions. Some financial advisors specialize in specific areas such as mortgages, investments and retirement planning. They will often work with their clients to manage both the long term and short-term needs of their finances.
If you are not sure what to do with your money, yes. A professional advisor can help you make wise financial decisions in order to reach whatever short- or long-term financial goal you have for your future.