Find a Financial Planner 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 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, 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

 

How Can a CFP® in Spokane 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 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 planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Spokane, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
19.0% of Spokane'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 area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Spokane area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Spokane area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Spokane area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 is a service offered by many financial advisors, planners, and other professionals in the Spokane area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Spokane area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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: 26 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: 1 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