Quantum Financial Planning
“Eric and team have been helping us will our invest for about 4 years They have done an excellent job I would recommend Them”
Best Financial Advisors in Spokane, WA
17 firms listed · all 17 in Spokane · 16 rated 4.5+ · 2 show a license
Data verified October 19, 2026
Selkirk Wealth Advisors
“When I reached out to Selkirk Wealth Advisors, Sarah was very friendly and quickly set me up with a consultation.”
Abraham & Co.
“Very detailed presentation to allow me to clearly see what our plan is.”
Stewardship Concepts
“The team over at Stewardship Concepts has been extremely knowledgeable anytime I have had questions about the market or my investment planning.”
Omlin, Gunning & Associates
“They have gone above and beyond to help us sort out any financial issues that we have had.”
Vision Casting Financial Planning
“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.”
The 17 firms listed for Spokane, WA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Spokane, WA
All 17 firms we list here are in Spokane itself. We have 35 firms in Spokane on file; this page shows the highest-rated 17. The firms on this page are rated from 4.2 to 5.0 across 113 reviews; 16 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (2), investment management (2) and our team (2). 2 show a license on their websites; 2 list staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers remote or virtual consultations and 1 lists coupons or special offers. We have a website on file for 16 of the firms on this page; 11 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Spokane take financial planning bookings online?
3 of the 17 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Loran Graham Co.
“They show that they actually care about you, and what you want!”
Drynan Strategic Financial Sol
“Tom and his staff have been taking care of my family for generations.”
Integrity Wealth Management
“Had an awesome experience with Brian.”
Altmeyer Financial Group
“We went in with questions during this rocky time and they advised us on the best steps for our financial needs!”
Lee Financial Services
“He asked all the right questions not asked by our previous tax preparers and amended our past taxes, saving us moneys we should have received.”
Twenty Twenty Investment Advisors
“He's knowledgeable and has helped my husband and I for several years now with our investments.”
Financial Forum
“Regardless of my financial needs, the entire staff has been there.”
Premier Partners Wealth Management
Forster Financial
“You will be hard pressed to find better financial planners.”
Nike Asset Management
“Definitely some of the best in Spo!”
Waymaker Wealth Advisors
“I trust the financial wisdom of Jarod, and am so grateful for his honest, pragmatic, and caring guidance over the years.”
Why these companies made our list
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