Spokane, WA

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Best Financial Advisors in Spokane, WA

The highest-rated Financial Planning & Wealth Management firms out of 360 vetted & reviewed in the Spokane area.

Loran Graham Co.

Loran Graham Co.

Best of 2022
(2)
Faith Based Investing, Biblically Wise Planning, LPL Financial
“They show that they actually care about you, and what you want!”
In Business Since 2011
601 W Main Ave #1015, Spokane, WA
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Quantum Financial Planning

Quantum Financial Planning

(14)
  • Retirement
  • Investment
“Eric and his friendly, knowledgeable and professional staff have been superb to work with and I highly recommend their services without reservation.”
Accepts All Major Credit Cards
CFP Certified
In Business Since 1983
1212 N Washington St Suite 220, Spokane, WA
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Lee Financial Services

Lee Financial Services

(11)
  • Taxes
“I've trusted Larry with my personal and business taxes for many years.”
Accepts All Major Credit Cards
In Business Since 1987
3918 S Rebecca Ln, Spokane, 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 2017
203 N Washington St Suite 203, Spokane, WA
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Nike Asset Management

Nike Asset Management

(19)
  • Assets
“Far from financially planning to help save my money, but more along the lines of maxing out my credit card and getting arrested after trying to get into Star Bar.”
1002 E Desmet Ave, Spokane, WA
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Drynan Strategic Financial Sol

Drynan Strategic Financial Sol

(1)
Advanced Planning, Services, Products
“Tom and his staff have been taking care of my family for generations.”
Accepts All Major Credit Cards
• CA Insurance Lic. #: 0C00388
In Business Since 2003
7307 N Division St # 315, Spokane, WA
i
Demars Financial Group

Demars Financial Group

(1)
Financial Planning, Peter Bock, Brent Sears
“Best, most honest financial planners in Spokane.”
Above Average Price Tag
Accepts All Major Credit Cards
In Business Since 1949
Lilac Flag, 104 S Freya St Building, Suite 218, Spokane, WA
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Longbow Financial Services

Longbow Financial Services

(1)
Team
“I have been a client of Longbow Financial Services for over a year now and I trust them to make the best decisions with my investments.”
In Business Since 2013
818 W Riverside Ave #200, Spokane, WA
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Stewardship Concepts

Stewardship Concepts

(9)
Links, Asset Management, Financial Planning
“I have confidently put my trust in Stewardship Concepts to not only manage my personal investments but those of our organization's employees in multiple states.”
In Business Since 2010
7307 N Division St Suite 205, Spokane, 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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Vickerman Investment Advisors

Vickerman Investment Advisors

(1)
“They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years.”
108 N Washington St Suite 603, Spokane, WA
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Premier Partners Wealth Management

Premier Partners Wealth Management

(1)
“Highly recommend Fred and Stacer”
Below Average Price Tag
In Business Since 2014
818 W Riverside Ave #425, Spokane, WA
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Financial Forum

Financial Forum

(1)
“Regardless of my financial needs, the entire staff has been there.”
In Business Since 2019
501 N Riverpoint Blvd #104, Spokane, WA
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Jerry Felts, CFP

Jerry Felts, CFP

(1)
“Excellent experience getting my investments in order.”
In Business Since 2005
711 W Indiana Ave Suite 101, Spokane, WA
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Fulcrum Financial Group

Fulcrum Financial Group

(1)
“My wife, Kathy, and I have been a client of Fulcrum Financial Group for over 15 years.”
Above Average Price Tag
In Business Since 2008
1216 S Grand Blvd, Spokane, WA
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Edward Jones

Edward Jones

(1)
Investment Managers, Stocks & Bonds
“I had amassed about $50k in savings, which was sitting with another investment firm for three years where it did not grow at all.”
Accepts All Major Credit Cards
In Business Since 1923
5915 S Regal St Suite 207, Spokane, WA
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Kimpton & Co CP As

Kimpton & Co CP As

(5)
Financial Guidesbankingbusinessfinancialinsurancelife Eventstaxes, Financial Tools, IRS Forms
“Best in the area.”
Transparent Fees & Pricing
Accepts Paypal
In Business Since 1999
Serving Spokane Area
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Parks Associates CPA

Parks Associates CPA

(5)
“Ignore the inevitable but very clear troll reviews from disgruntled clients who have no idea how taxation works, these people clearly did not do their due diligence in relaying relevant information.”
In Business Since 2008
101 W Cataldo Ave #200, Spokane, WA
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Vorpahl Wing Securities

Vorpahl Wing Securities

(1)
“Tim Vorpahl has been a highly professional, trusted advisor to me and my family for three generations and has done an excellent job managing our investments.”
In Business Since 2008
421 W Riverside Ave #1020, Spokane, WA
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Retirement Planning and Investment Management Services Estimated Cost in Spokane, WA 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 189 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Average range $2060 to $5665 is based on 189 cost profiles.

Why these companies made our list

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