Best Financial Advisors in Spokane

2021

Blackwell

• Retirement Planning
• Tax Planning

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.

Clear Insight Financial Planning, LLC

• Retirement Planning

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.

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.

Demars Financial Group

• Certified Financial Planner (CFP)

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.

Financial Forum

• Retirement Planning

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.

Financial Trex

• Estate Planning
• Retirement Planning
• Tax Planning

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.

Forster Financial

• Estate Planning
• Insurance Products
• Retirement Planning

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.

Fulcrum Financial Group

• Certified Financial Planner (CFP)

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.

GMT Wealth Management

• Retirement Planning
• Certified Financial Planner (CFP)

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.

Guidance Financial Planning

• Estate Planning
• Insurance Products
• Retirement Planning
• Certified Financial Planner (CFP)

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.

Jerry Felts, CFP

• Estate Planning
• Certified Financial Planner (CFP)

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.

John T McCarthy, LLC

John T. McCarthy, LLC, guides individuals and families in Spokane in reaching their financial goals. The firm creates a personal financial plan designed according to the client's lifestyle, personality, and financial objectives. This plan is regularly monitored and updated depending on changes in the financial marketplace and the client's circumstances. Retirement planning, investment management, estate planning, and cash flow management are offered as well. Founding principal, John T. McCarthy III, started his practice in 1992. He is a Certified Financial Planner and Chartered Financial Consultant.

Loran Graham Co.

• Estate Planning
• Certified Financial Planner (CFP)

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.

Mark Holder

• Insurance Products
• Retirement Planning

Mark Holder is a Certified Financial Planner who provides services to clients in Spokane and the surrounding communities. Holder helps individuals invest, grow, and transfer their wealth by assessing their situation and offering several financial services. These include retirement income planning and accumulation, life insurance, and investment planning services. Additionally, he holds a master's degree in accounting and financial management and is a board member of the Lutherhaven Ministries. Holder also supports Boots & Pearls, a Lutheran fundraising event.

Premier Partners Wealth Management

• Certified Financial Planner (CFP)

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.

Purpose Financial Advisors, LLC

• Estate Planning
• Insurance Products
• Retirement Planning

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.

Selkirk Wealth Advisors

• Certified Financial Planner (CFP)

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.

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.

Ten Capital Wealth Advisors

• Certified Financial Planner (CFP)

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.

Timepiece Financial Planning, Inc.

• Retirement Planning
• Certified Financial Planner (CFP)

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.

Waymaker Wealth Advisors

• Estate Planning
• Certified Financial Planner (CFP)
• Tax Planning

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.

WealthMap

• Estate Planning
• Certified Financial Planner (CFP)

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.