Best Financial Advisors in Spokane, WA

The highest-rated Financial Planning & Wealth Management companies out of 126 vetted & reviewed in the Spokane area.

Quantum Financial Planning

Quantum Financial Planning

(16)
  • Family
  • Retirement
  • Manage
“Eric and his friendly, knowledgeable and professional staff have been superb to work with and I highly recommend their services without reservation.”
CFP Certified
Accepts All Major Credit Cards
In Business Since 1986
1212 N Washington St Suite 220, Spokane, WA
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Albert A Stadtmueller & Co

Albert A Stadtmueller & Co

(1)
“He finds every last penny you are entitled to on your taxes.”
Licensed, BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1982
5915 S Regal Rd # 206, Spokane, WA
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Pointguard Financial

Pointguard Financial

(3)
“Jayme Coonts is a Rockstar and has a great way of explaining your best moves in Layman's Terms.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2015
420 N Evergreen Rd #100, Spokane Valley, WA
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Selkirk Wealth Advisors

Selkirk Wealth Advisors

(2)
“Yes he knows his stuff as any financial advisor should, but he is a stand out because he genuinely cares about the well being of people and their families and it's apparent just after five minutes of meeting with him.”
Licensed, BBB Rating: A+
In Business Since 2019
203 N Washington St Suite 203, Spokane, WA
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Jordan Hatfield

Jordan Hatfield

(10)
“I work in a field entirely unrelated to finances, so I greatly appreciate Jeff's responsiveness, patience with my questions, and diligence in the services he provides.”
Accepts All Major Credit Cards
In Business Since 1982
312 N Mullan Rd, Spokane Valley, WA
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Drynan Strategic Financial Sol

Drynan Strategic Financial Sol

(1)
Services, Advanced Planning, Products
“Tom and his staff have been taking care of my family for generations.”
Licensed
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2008
7307 N Division St # 315, Spokane, WA
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Robert P Mc Kinley

Robert P Mc Kinley

(1)
“Very throughal and the first year we used him he helped us get about $1,500 in refunds after being audited from the year before when using one of the national chains.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1999
505 N Argonne Rd # A-3, Spokane Valley, WA
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Abraham & Co.

Abraham & Co.

(8)
Investments, Financial Planning
“Both Darrin and Shon laid out a detailed and specific plan on the ways our retirement monies would benefit us presently and more importantly provide security for our future.”
In Business Since 2012
16201 E Indiana Ave Suite 2750, Spokane Valley, WA
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Stewardship Concepts

Stewardship Concepts

(14)
Links, Investment Management, Spokane Business Owners
“Whether it was helping us come up with a financial plan custom fit to our circumstance or answering everyday financial questions the team is always there for us and is always incredibly helpful.”
In Business Since 2010
7307 N Division St Suite 205, Spokane, WA
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Johnson & Associates Cpas

Johnson & Associates Cpas

(3)
“Was assisted by Josh and I found him quite helpful and knowledgeable.”
Transparent Fees & Pricing
In Business Since 1998
101 W Cataldo Ave #220, Spokane, WA
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Omlin, Gunning & Associates

Omlin, Gunning & Associates

(3)
Financial Planning, Accounting Services, Tax Services
“They have gone above and beyond to help us sort out any financial issues that we have had.”
In Business Since 1997
9515 N Division St #200, Spokane, WA
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Loran Graham Co.

Loran Graham Co.

(2)
LPL Financial, Faith Based Investing, Biblically Wise Planning
“They show that they actually care about you, and what you want!”
CFP Certified
In Business Since 2011
601 W Main Ave #1015, Spokane, WA
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Vision Casting Financial Planning

Vision Casting Financial Planning

(2)
“Our nonprofit organization (Feast Collective / Feast World Kitchen) has relied on Kurt's excellent financial planning as we have set up an investment portfolio to support the long-term sustainability of our work.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2021
1124 W Riverside Ave Ste 305, Spokane, WA
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Intermountain Leasing

Intermountain Leasing

(1)
“Nice good place to do Business”
Family Business
In Business Since 2001
11404 E Sprague Ave, Spokane Valley, WA
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Demars Financial Group

Demars Financial Group

(1)
Accounting & Tax, Estate Planning, Tax Login
“Best, most honest financial planners in Spokane.”
Accepts All Major Credit Cards
In Business Since 1954
Lilac Flag, 104 S Freya St Building, Suite 218, Spokane, WA
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Moulton Wealth Management

Moulton Wealth Management

(1)
Financial Planning,   Financial Calculators, Insurance Services
“This is a CFP advisor, they are registered with the state regulatory agencies and have all the appropriate credentials necessary for helping folks with their financial planning & wealth management.”
In Business Since 2012
1220 N Mullan Rd, Spokane Valley, WA
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Pedey Investment Management Group

Pedey Investment Management Group

Services, Process
“Pedey Investment Management Group does more than simply manage portfolios — our comprehensive approach includes savings, budgeting, insurance, and tax awareness, as well as retirement, investment, and education planning services. We also collaborate ...”
In Business Since 2021
601 W Riverside Ave Ste 800, Spokane, WA
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Altmeyer Financial Group

Altmeyer Financial Group

(3)
“Altmeyer Financial Group is a helpful environment with a warm and friendly staff.”
In Business Since 2017
The Davenport Tower, 111 S Post St Suite 2240, Spokane, WA
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Corey Ross

Corey Ross

(2)
“We are so grateful for the time he took to help us understand what he does, what we can and need to do and, best of all, made it so we feel confident in the financial choices we are making.”
In Business Since 1995
920 N Argonne Rd Suite 204, Spokane Valley, WA
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Riverview Wealth Strategies

Riverview Wealth Strategies

(2)
“Amazing team of well educated investors who are willing to go above and beyond to help you!”
In Business Since 2019
201 W North River Dr STE 500, Spokane, WA
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Northwestern Mutual - Mark Lupton

Northwestern Mutual - Mark Lupton

(2)
“My family and my former business used his father for years for our financial planning and now since his father retired we have been most happy with Mark's advice.”
CFP Certified
In Business Since 1996
12939 E Pinecroft Way #200, Spokane Valley, WA
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Lee Financial Services

Lee Financial Services

(11)
Investments, Financial Planning
“Willing to help with even the smallest questions.”
3918 S Rebecca Ln, Spokane, WA
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Business Services of Spokane

Business Services of Spokane

(3)
“After meeting with the team at BSS I felt like they really took the time to understand our needs and went above and beyond to provide professional advise on other business decisions we were working through as well.”
Accepts All Major Credit Cards
Family Business
Free Initial Consultation
In Business Since 2007
3403 E Euclid Ave, Spokane, WA
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Twenty Twenty Investment Advisors

Twenty Twenty Investment Advisors

(1)
“He's knowledgeable and has helped my husband and I for several years now with our investments.”
In Business Since 2016
5407 S Lloyd St, Spokane, WA
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Retirement Planning and Investment Management Services in Spokane, WA Cost Estimates

Minimum cost
$1223
Maximum cost
$10389
National Average
$3667
Avg Per Hour Rates
$367
$2445
$6723
Average price range is based on 336 cost profiles
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Average Cost $3667
Minimum cost $1223
Maximum cost $10389
Avg Per Hour Rates $367

Average range $2445 to $6723 is based on 336 cost profiles.

Why these companies made our list

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