Fiduciary advisors in Spokane, WA

Spokane, Washington

Cascade Financial Group is an investment advisory firm in Spokane, Washington. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Spokane, Washington

Christopher Odinde is a real estate professional serving the Spokane area who assists clients with residential purchases, sales, and investment property decisions. He holds a CLU credential and offers estate planning services alongside real estate guidance. His approach emphasizes financial literacy and strategic decision-making, supported by client testimonials highlighting responsiveness and market knowledge across homebuying, selling, and investment scenarios.

Spokane, Washington

Freedom Asset Management is an investment advisory firm in Spokane, Washington. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Spokane, Washington

Jeffrey Harrington at PNW Financial Services, LLC provides financial planning and investment management services with a focus on retirement planning. Based in Spokane, Washington, the firm works with clients on major financial transitions including education funding, retirement preparation, and elder care planning. The firm emphasizes understanding client objectives and applying its resources to address individual circumstances.

Spokane, Washington

LORAN GRAHAM Co. is an investment advisory firm in Spokane, Washington. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Spokane, Washington

Merit Financial Advisors is an investment advisory firm in Spokane, Washington. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Spokane, Washington

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Spokane, Washington. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Spokane, Washington

Mountain Sky Wealth Management is an investment advisory firm in Spokane, Washington. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Spokane, Washington

Mountain View Financial Advisors - Thrivent is an investment advisory firm in Spokane, Washington. Services include Estate Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance.

Spokane, Washington

Fee-Only

Petersen Hastings Wealth Advisors is a fee-only, independent registered investment advisor with offices in Kennewick and Walla Walla, Washington, serving clients nationwide since 1962. The firm provides estate planning, financial planning, investment management, retirement planning, and tax planning services, operating as a fiduciary and holding certifications including CFP, CPA, and Accredited Investment Fiduciary designations. The firm employs a discovery process informed by psychological principles to understand client goals and circumstances, and offers trust services through its affiliated federal trust company for structures including revocable trusts, irrevocable trusts, and dynasty trusts.

Spokane, Washington

Quantum Financial Planning is a fee-only fiduciary firm in Spokane, Washington, staffed by Certified Financial Planners who offer financial planning and investment management services. The firm specializes in retirement income planning with an emphasis on tax-efficient account sequencing and withdrawal strategies, serving clients both locally and across the United States. They manage investment portfolios and address planning questions spanning inheritance strategies, real estate transactions, and adjustments to changing circumstances.

Spokane, Washington

Raymond James & Associates is an investment advisory firm in Spokane, Washington. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Spokane, Washington

River Rock Family Wealth Management is a Spokane-based firm affiliated with Wells Fargo Advisors Financial Network that provides investment management and wealth management services. The firm structures its approach around helping clients clarify financial goals, develop a plan to pursue them, and adapt as circumstances evolve, recognizing that each client's situation is distinct.

Spokane, Washington

Star Financial is a wealth management firm in Spokane, Washington that offers financial planning, investment management, retirement planning, and estate planning services. The firm employs a collaborative team approach and emphasizes understanding each client's personal situation, goals, and risk tolerance before developing a strategy. Services span retirement accounts (IRAs, 401(k)s, 403(b)s), investment vehicles (mutual funds, bonds, stocks, real estate funds), trust structures (dynasty, charitable, special needs), and insurance products (life, disability, long-term care).

Spokane, Washington

Stewardship Concepts is a fee-only fiduciary firm in Spokane serving individuals age 50 and older approaching or in retirement. The firm specializes in retirement income planning, Roth conversion analysis, Social Security timing, tax strategy, and withdrawal sequencing for clients with substantial 401(k) and IRA balances. The team offers both standalone retirement plans and ongoing advisory relationships, with guidance integrated across investments, taxes, and income decisions. CFP® professionals at the firm work directly with clients locally rather than through call centers.

Spokane, Washington

Ten Capital is an investment advisory firm in Spokane, Washington. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.