Demars Financial Group
“It was a great experience to be able to sit down with a skilled professional and map out a retirement plan.”
Best Financial Advisors in Spokane Valley, WA
15 firms listed · 7 in Spokane Valley · 13 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
Quantum Financial Planning
“Call Quantum, make an appointment and rest assured that you made the right investment decision for your future.”
Pointguard Financial
“An absolutely incredible firm to work with all the way around!”
Abraham & Co.
“Everyone we worked with are knowledgeable, professional, straight forward and know what they are doing.”
Independent Wealth Connections
“I was extremely impressed with how they handled everything and will recommend them to others, in an industry with so few good advisors I was pleased to have found Don and his great team.”
Moulton Wealth Management
“My husband Ross and I would like to thank Moulton Wealth Management for obtaining a long- term care insurance policy for Ross's mother.”
The 15 firms listed for Spokane Valley, 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 Valley, WA
Of the 15 firms we list here, 7 are in Spokane Valley itself and 8 come from Spokane (9 mi). 14 of the firms on this page have a rating, from 4.3 to 5.0 across 124 reviews; 13 are rated 4.5 or higher. 1 shows a license on its website; 1 lists 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 a free initial consultation and 1 lists coupons or special offers. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 9 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Spokane Valley listed here?
7 of the 15 firms are located in Spokane Valley. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Integrity Wealth Management
“Had an awesome experience with Brian.”
Grady Financial Network
Lee Financial Services
“His attention to detail, careful management of her accounts and professional demeanor were greatly appreciated as we annually met with him to go over her finances.”
Corey Ross
“Excellent customer service as a fiduciary business for stock advice.”
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.”
Schrack Financial Services
Nike Asset Management
“Drinks were a little weak, throw some more vodka in it next time”
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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