Fiduciary advisors in Spokane Valley, WA

Spokane Valley, Washington

Independent RIA

Brian Hurst is an independent registered investment adviser and fiduciary in Spokane Valley, Washington who provides financial planning and insurance analysis services, with a specialization in insurance planning. He works primarily with individuals age 50 and older approaching retirement, coordinating investments, taxes, insurance, and estate planning into an integrated strategy. Hurst holds the RICP® and FSCP® designations and has a master's degree in Applied Economics, bringing an economics background and emphasis on identifying overlooked risks to his practice.

Spokane Valley, Washington

Evergreen Wealth Advisors is a family-led firm in Spokane Valley founded by Darrin and Sammie McComas, former educators. The firm offers financial planning, tax management, asset management, protection planning, and legacy planning using a process called The Bucket Plan®, which organizes client assets into time-segmented buckets aligned with retirement goals. The team emphasizes education-driven guidance and community involvement in the Spokane Valley area.

Spokane Valley, Washington

Insurance-Based

Excellentia Capital - Northwestern Mutual Private Client Group is an insurance-based firm in Spokane Valley, Washington. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 5 Google reviews.

Spokane Valley, Washington

Fortis Financial Partners is an investment advisory firm in Spokane Valley, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 58 Google reviews.

Spokane Valley, Washington

Grady Financial Network LLC is a financial planning firm in Spokane Valley, Washington, serving individuals, families, and business owners, with particular focus on those approaching or in retirement. The firm employs a time-segmented income approach that divides investment portfolios into five-year segments with specific return objectives, tracks performance against stated goals, and reallocates assets to manage risk over the client's lifetime. The firm's investment philosophy emphasizes broad diversification, fundamental value creation, tax-conscious decision-making, and client values alignment. Estate planning is offered as a specialty alongside comprehensive financial planning.

Spokane Valley, Washington

Thirty30 Wealth Advisors is an investment advisory firm in Spokane Valley, Washington. Services include Insurance Analysis and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 38 Google reviews.