Expertise.com
2024

Last updated:

Best Financial Advisors in Spokane

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Spokane Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

65

Reviewed

46

Curated

19

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
1216 South Grand Boulevard, Spokane, WA 99202
  • Estate Planning
  • College Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Opportunites

Why choose this provider?

The Fulcrum Financial Group is a female-owned company serving customers in Spokane and the surrounding areas. It was founded more than two decades ago by Sarah Carlson. It has a team with more than 50 years of collective industry experience. The team strives to solve their clients' money problems through a range of services, which include divorce, retirement, estate, and legacy planning. The company also offers investment opportunities and ways to strategize and save on taxes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free initial consultation

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Spokane, WA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
203 North Washington Street, Spokane, WA 99201
  • Certified Financial Planner (CFP)

Why choose this provider?

Selkirk Wealth Advisors is a financial planning and wealth management firm that serves high-net-worth individuals, families, trusts, and foundations in Spokane and the surrounding areas. It provides a wide range of financial planning services, including cash flow scrutiny, income tax reduction strategies, and stock option management. It also assists clients with estate and business succession planning. Founder and managing member Eric Stutzman has been working in the field of wealth management for 14 years. He is a member of the Financial Planning Association.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
221 West Main Avenue, Spokane, WA 99201
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Founded in February 2020, Waymaker Wealth Advisors is a financial planning and investment firm that serves clients in the Spokane area. It comprises financial advisors who have been working together for more than a decade. They offer portfolio management that involves planning the financial future based on clients' goals, plans, and values. Additionally, the team provides risk management, estate and tax planning, and private trust services. Founding partner and senior wealth advisor Drew Schaefer has been working in the industry since 2009.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
819 West 7th Avenue, Spokane, WA 99204
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

WealthMap is an independent financial planning firm that has been serving individual and business clients in Spokane and nearby areas for more than 20 years. Its team of financial advisors educates and provides recommendations to clients with its fiduciary financial planning and investment services. These include retirement income planning, insurance planning, education funding, and estate planning. One of the firm's principal advisors, Michael W. Balderson, has been in the financial services industry for nearly three decades.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1312 North Monroe Street, Spokane, WA 99201
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Timepiece Financial Planning, Inc., serves customers in the community of Spokane and surrounding areas. The firm offers a wide range of services, such as investment management, estate planning strategies, student loan and debt management, retirement planning, financial behavioral coaching, and benefits and insurance analysis. Its team of financial planners guides and educates clients throughout the entire financial planning process. Moreover, its founder and senior financial planner, Tim Massie, has been working in the industry for more than 15 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
835 North Post Street, Spokane, WA 99201
  • Certified Financial Planner (CFP)

Why choose this provider?

Ten Capital Wealth Advisors is a financial solutions company catering to clients in the Spokane metro. Established in 2012, the firm assists clients throughout the state in matters related to financial planning, employer-sponsored retirement, client education, and investment guidance. CEO and Chief Investment Officer Tim Mitrovich has more than 20 years of experience in the financial services industry. Additionally, president and director of retirement planning, Jake Timm, has been in the industry for 13 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
818 West Riverside Avenue, Spokane, WA 99201
  • Certified Financial Planner (CFP)

Why choose this provider?

Premier Partners Wealth Management is a financial planning service provider located in Spokane. With over 60 years of combined experience in the business, the company's advisors help clients according to their priorities, current situation, risk tolerance, and goals. The company provides financial planning services such as 401(k) and 403(b) plans for small businesses, distribution and tax planning, estate and legacy planning, cash flow needs assessment, and detailed retirement plans. Clients also receive advice for different investment accounts including mutual funds, traditional IRAs, and Roth IRAs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Website
P.O. Box 8812, Spokane, WA 99203
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Since 2016, Financial Trex has been serving clients throughout the Greater Spokane metro. It assists clients with a wide range of financial planning matters, including retirement planning, insurance benefits, tax planning, estate planning, cash flow management, and small business planning. Founder Denise Downey is a fiduciary and is a member of the National Association of Personal Financial Advisors. She meets clients via email, phone, or video conference; listens to their needs; and develops customized financial plans based on their goals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Website
7307 North Division Street, Spokane, WA 99208
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Blackwell Financial Services is a firm that offers financial, investment, and insurance services to individuals and business owners in Spokane and nearby regions. The financial planning business provides comprehensive financial guidance services such as retirement, social security, insurance, education, and new family financial planning solutions. Blackwell Financial Services also offers estate planning, business succession planning, and tax planning services. The firm's financial planner and advisor, Pete Blackwell, has been providing financial planning solutions since 2000.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
104 South Freya, Spokane, WA 99202
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Guidance Financial Planning, Inc., provides a range of services, such as financial planning, cash flow analysis, debt management, and personal and small business planning. Other services include investment advice, retirement planning, and business succession planning. Established in Spokane Valley by Certified Financial Planner Brent Sears, the firm strives to find comprehensive solutions to financial goals and needs. The company's mission is backed by over 20 years of industry experience from Sears, who has gone through some of the most challenging years in the financial markets.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
104 South Freya Street, Spokane, WA 99202
  • Certified Financial Planner (CFP)

Why choose this provider?

Demars Financial Group is a financial planning firm that serves individuals throughout Spokane and the surrounding communities. The firm offers various services, including estate planning, cash flow analysis, net worth calculation, insurance consulting, and philanthropic planning. Furthermore, it provides smart tax planning services and assists clients in choosing from a wide range of options, such as employer-sponsored retirement plans, IRA options, Coverdell Education Savings Accounts, and medical expense flexible spending accounts. Ted Demars, the company founder, established the business in 1975 after working in the insurance industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
601 West Main Avenue, Spokane, WA 99201
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Loran Graham Co. offers investment advice to individuals and families in Spokane. It offers different financial planning services, such as insurance, retirement and Social Security planning, charitable giving, and wealth transfer process and estate planning. The firm utilizes faith-based investing or Biblically Responsible Investing, where moral background checks are made before making an investment. In January 2019, its CEO and President, Loran Graham is a CPA and CFP. He published Investing with Integrity, a book about how investment choices can be an act of worship.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
711 West Indiana Avenue, Spokane, WA 99205
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Jerry Felts, CFP, provides financial advisory services to clients in Spokane and the surrounding areas. He caters to legal and medical professionals, teachers, and small business owners who want to secure their finances, families, and future lifestyle. He also handles variable and fixed annuities, stocks and bonds, mutual funds, and real estate investment trusts to help clients with their retirement plans. In addition, Felts is available for estate, education, and tax planning services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
905 West Riverside Avenue, Spokane, WA 99201
  • Retirement Planning

Why choose this provider?

Led by Adrienne Ross, Clear Insight Financial Planning LLC is a company that caters to clients in Spokane and the nearby areas. Its services focus on financial planning and investment management. Ross can design financial plans around the client's circumstances, mapping out factors such as cash flow, tax planning, and family matters. Ross is a Certified Financial Planner and Accredited Financial Counselor. She is also a member of the Association for Financial Counseling & Planning Education.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
421 West Riverside Avenue, Spokane, WA 99201
  • Estate Planning
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Purpose Financial Advisors, LLC, is an independent and Christian-owned firm that has been extending financial guidance to individuals, groups, or businesses in Spokane since 2005. Its team of financial advisors offers assistance in different areas, such as investment management, retirement, businesses, long-term care insurance, and estate planning. They work with clients' accountants, attorneys, or professional advisors in designing a strategy tailored to their needs and financial goals. Founder Eric F. Green has been working in the financial management industry for more than 25 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
16201 East Indiana Avenue, Spokane Valley, WA 99216
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

GMT Wealth Management provides a range of services to Spokane clients, including comprehensive financial planning, investment guidance, asset allocations, private wealth management, small business financial coaching, and employer-sponsored retirement plans. Its team comprises investment advisors, wealth managers, insurance specialists, and financial planners who aim to create financial plans focused on the things that matter in clients' lives and eliminate noise from the media and investment industry. Founder and president Cary Wong has been in the financial services industry for more than 14 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
1.0
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
501 North Riverpoint Boulevard, Spokane, WA 99202
  • Retirement Planning

Why choose this provider?

Financial Forum is a wealth management firm that has been operating in Spokane for over 20 years. It assists families, individuals, and business owners in financial planning, investment management, retirement plans, and risk management and insurance. Its website allows clients to create their own financial organizer through an online account which they can access anytime. The firm's Certified Financial Planner, Katie Young, started her financial management career without any knowledge of the industry. But she pursued and went on to gain expertise in the field.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Facebook
5.0 / 5 (12)
Google
4.5 / 5 (2)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7307 North Division Street, Spokane, WA 99208
  • Estate Planning
  • Comprehensive Financial Planning
  • Retirement and Estate Planning
  • Wealth Management
  • Investment Management
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Investments
  • Financial Planner
  • Fiduciary
  • Small business owners
  • Christian
  • faith based

Why choose this provider?

Stewardship Concepts Financial Services, LLC, is a fiduciary planning and investment management firm that has been serving the residents of Spokane and the surrounding areas for more than two decades. It provides comprehensive financial planning services, which include cash flow management, risk management, retirement planning, tax planning, and estate planning. Its process starts with establishing financial goals such as home purchases, retirement dates, and children's education. The company has three Certified Financial Planners on its team.

License Verified:

License: 116679

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can you roll over money from your employer-sponsored retirement plans to an individual retirement account in Spokane?

    Yes. You can roll over assets from employer-sponsored retirement plans to an individual retirement account in Spokane if you leave a job or retire. Through an IRA rollover, you can transfer your retirement savings to an account at your preferred private institution and choose how to invest the funds. Note that the funds must be deposited in the IRA within 60 days of withdrawal from an employer’s plan to preserve the tax-deferred status of retirement savings.

  • How soon can you collect social security benefits in Spokane?

    The earliest you can begin collecting your social security benefits in Spokane is at age 62. The maximum benefit you can get at this age is $2,324 per month, according to the Social Security Administration. Note that if you choose to enroll early, you will permanently lessen your monthly benefit by as much as 30% every month throughout your retirement.

  • Should you borrow from your 401(k) in Spokane to pay off debt or to make a major purchase?

    There are some factors you need to consider. The money you borrow from your 401(k) in Spokane may not benefit from the potentially higher returns of investments. You may even be tempted to stop contributing. If you fail to pay your 401(k) loan, you may need to pay a 10% penalty tax if under age 59½ as well as other income taxes. Furthermore, you will need to repay a plan loan within five years and make payments at least quarterly if ever you change jobs or get laid off.

  • How do you fund a Roth IRA in Spokane?

    There are three ways to fund a Roth IRA in Spokane. First is by opening a Roth IRA account and contributing directly. You can contribute up to $6,000 to an IRA and $7,000 if you are aged 50 or older. The second option is by converting traditional IRA assets. When it comes to Roth conversions, there are no limits. The final option is by rolling over or converting funds from an employer plan.

  • When can you withdraw funds from a profit-sharing plan in Spokane?

    If you are a part of your company's profit-sharing program in Spokane, you may withdraw funds after age 59½. Withdrawing funds early on comes with a 10% penalty. Depending on the company, some allow early withdrawals. Profit-sharing providers are usually more flexible when it comes to deciding the terms of early withdrawal compared to administrators of other plans, such as 401(k)s.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.