Laurels

Best Financial
Advisors in
Spokane
2020

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 61 42 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Balderson & Hebert, LLC

Balderson & Hebert, LLC is a premier financial planning firm located in Spokane, Washington in 1997 by Steven W. Hebert and Michael W. Balderson. Together, they strive to bring a positive economic impact to their client's lives and to create personally designed plans that guarantee complete satisfaction. They provide many services to the community including financial planning, retirement income planning, investment management, insurance services, and various tax and accounting services. Certified Public Accountant, Debbie Maine, has more than 25 years of experience and was worked in a wide range of clients such as individuals, partnerships, limited liability companies, and corporations.

Concinnus Financial

Concinnus Financial was established in Spokane, Washington by president and investment advisor, Nicholas Rossolillo. He has been working in finance since 2007, and he has worked for a variety of national brokerages and civil engineering. His company proudly provides the area with financial planning and consulting, investment management, retirement planning, business planning and consulting, and insurance advisement and consultation. Concinnus Financial strives to provide an integrated approach to finance that simplifies it in the lives of the clients.

Spokane, WA 99207

Website

Financial Trex

Financial Trex was established in Spokane, Washington by CERTIFIED FINANCIAL PLANNER (TM) and fiduciary Denise Downey. She has more than 15 years of experience and has worked as a financial planner for high wealth individuals. Denise founded her company with a goal to provide top level advice that is usually only accessible to multi-millionaires for clients of all economic levels. Not requiring a minimum, Denise is happy to help anyone from $0 to $10,000,000. Financial Trex provides many services such as comprehensive financial planning, hourly planning, 401K reviews, education planning, small business IRAs, and various educational workshops.

Forster Financial

Forster Financial is an independent financial advisory service company located in Spokane, Washington that strives to exceed the expectations of every client. They pride themselves on the high level of quality standards that are maintained, as well as their commitment to their client’s financial wellbeing. Forster Financial provides many services to the area such as financial planning, retirement planning, and various life insurance services.

Spokane, WA 99201

Website

GMT Wealth Management

GMT Wealth Management was established in Spokane Valley, Washington with a commitment to creativity, freedom, and financial independence. Their financial advisers strive to be proactive communicators, remove any conflicts of interest, and build trust. They provide many services including comprehensive financial planning, investment guidance, asset allocations, private wealth management, small business financial coaching, and employer-sponsored retirement plans. GMT Wealth Management features a guided capital portfolio on their website that contains personalized advice, intuitive and intelligent technology, and low priced advanced wealth management.

Spokane Valley, WA 99216

Website

Guidance Financial Planning, Inc.

Guidance Financial Planning, Inc. was established in Spokane Valley, Washington by certified financial planner Brent Sears. He has a genuine understanding of the unique circumstances his clients face, and he strives to find comprehensive solutions to his client’s financial goals and needs. His company was created with the belief that trust is the cornerstone of a successful relationship. Guidance Financial Planning, Inc. proudly provides many services such as financial planning, cash flow analysis, debt management, personal and small business planning, investment advice, estate and retirement planning, and business succession planning.

Spokane Valley, WA 99212

Website

Janice K Penar, CPA/PFS, CFP

Janice K Penar, CPA/PFS, CFP is a skilled financial planning firm located in Spokane, Washington that is comprised of experienced and knowledgeable certified public accountants. They pride themselves on being a full-service company that provides sound financial guidance to individual and commercial clients alike. Janice K Penar, CPA/PFS, CFP provides many services to the community including personal financial planning, estate planning, elder care, small business accounting, QuickBooks services, cash flow management, bank financing, strategic business planning, succession planning, new business formation, and internal controls.

Spokane, WA 99201

Website

Premier Partners Wealth Management

Premier Partners Wealth Management is a skilled and experienced financial planning service provider located in Spokane, Washington that was established with a mission to provide the community with financial independence and sound guidance. Their financial planners are dedicated to providing superior professionalism, honesty, and integrity. Premier Partners Wealth Management proudly offers a variety of services such as financial planning, tax plans, detailed retirement plans, college and estate planning, long-term care insurance, life insurance, and investment services.

Rennaker Financial LLC

Rennaker Financial LLC is a financial planning service company located in Spokane Valley, Washington that understands the unique matters their clients bring to them. The financial planners have an extensive amount of experience, and they strive to provide their clients with superior guidance and advice. Rennaker Financial LLC proudly provides many services such as financial planning, educational, traditional, Roth, SEP, and simple IRA’s, college plans, estate plans, and various insurance services. Owner Michael Rennaker strives to implement diligently designed programs that are designed to balance investment strategies and preserve principle.

Spokane Valley, WA 99206

Website

Selkirk Wealth Advisors LLC

Selkirk Wealth Advisors LLC was established in Spokane, Washington with a specialization to accumulating, growing, and preserving their client’s wealth. They were founded with a dedication to maximizing their client’s wealth by providing them with comprehensive guidance, knowledgeable advice, and personalized plans. Selkirk Wealth Advisors LLC proudly provides many services such as financial planning and investment management.

Spokane, WA 99201

Website

Starry Financial Group

Starry Financial Group is an independent financial planning service provider located in Spokane, Washington that was established by Michelle K. Starry. She has more than 20 years of industry experience and strives to design plans and goals for her clients that are assured of exceeding all expectations. Her company provides a variety of financial planning services that include asset allocation, asset management, estate planning, personal financial planning, mutual funds, retirement planning, stock guidance, college planning, bonds, 401K, insurance and annuities, freedom accounts, and goal planning.

Spokane, WA 99201

Website

Ten Capital Investment Advisors

Ten Capital Investment Advisors is a sophisticated financial solutions company located in Spokane, Washington that was created to increase the effectiveness of sound advice, insight, and information sharing. They have a dedication to always looking out for their client’s well-being and portfolio management. Ten Capital Investment Advisors quality financial planning, employer sponsored retirement, client education, and investment guidance.

Spokane, WA 99201

Website

Woulton Wealth Management, Inc.

Moulton Wealth Management, Inc. is a diverse financial planning company located in Spokane Valley, Washington that was established by Rial R. Moulton, Esq. CFP, CPA/PFS, RFC. And Donald J. Moulton, CFP, RFC. Together, they have many years of combined financial industry experience, and they share a dedication to fostering the growth and development of their client’s financial wellbeing. Moulton Wealth Management, Inc. proudly provides many services including sound financial planning, insurance services, and much more.

Spokane Valley, WA 99206

Website

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