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Finding a financial advisor who truly understands your individual goals can be a game-changer for building long-term financial security. Whether you’re preparing for retirement, increasing your investment holdings, or managing your company’s finances, Spokane is home to a variety of firms ready to support your journey. To help you get started, we’ve rounded up 10 financial advisors in Spokane, known for their strategic guidance, personalized service, and reliable results.
Star Financial – A Wealth Management Company
Website: http://www.starfinc.com/
Phone: 15097891818
Email: mfontanini@lionstreet.com
Address: 421 W Riverside Ave Suite 340 Spokane WA 99204
Star Financial – A Wealth Management Company is a premier wealth management firm located in Spokane, Washington, specializing in investment strategies, retirement planning, and financial advisory services. Their experienced team is committed to helping clients build and preserve wealth with customized solutions. Learn more at starfinc.com.
Vision Casting Financial Planning LLC
Website: https://www.visioncastingfinancial.com/
Phone: 15097951718
Email: kurt@visioncastingfinancial.com
Address: 1124 W Riverside Ave Ste 305 Spokane WA 99201
Vision Casting Financial Planning LLC – Spokane, Washington-based Vision Casting Financial Planning LLC provides personalized financial planning, investment management, and retirement strategies. Learn more at visioncastingfinancial.com.
Vickerman Investment Advisors
Website: https://vickerman.us/
Phone: 15093257610
Email: mike@vickermandriscoll.com
Address: 108 N Washington St Suite 603 Spokane WA 99201
Vickerman Investment Advisors – Spokane, Washington-based Vickerman Investment Advisors provides expert financial advisory and wealth management services to individuals, families, and businesses. Learn more at vickerman.us.
UpFront Financial Planning LLC
Website: https://www.upfrontfp.com/
Phone: 15094990486
Email: admin@upfrontfp.com
Address: 203 N Washington St Ste 200I Spokane WA 99201
UpFront Financial Planning LLC is a Spokane, Washington-based firm specializing in transparent, client-centered financial planning. Their team is dedicated to helping individuals and families achieve their long-term financial goals. Learn more at upfrontfp.com.
Twenty Twenty Investment Advisors
Website: http://2020ia.com/
Phone: 15098923512
Email: jaylake@2020ia.com
Address: 5407 S Lloyd St Spokane WA 99223
Twenty Twenty Investment Advisors is an independent registered investment advisor firm offering a range of services, including financial planning, portfolio allocation, risk management, company retirement benefits, college cost planning, and money coaching. Founded on the belief in complete transparency and independence, they aim to truly put their clients first.
WJWright Financial Services
Website: http://wjwrightfs.com/contact/contactus.htm
Phone: 15092790531
Email: joel.wright@lpl.com
Address: 1005 N Pines Rd Spokane WA 99206
WJ Wright Financial Services delivers retirement planning solutions focused on long-term wealth preservation strategies. Their investment management approach emphasizes capital protection and sustainable income generation. Retirees and pre-retirees benefit from customized plans designed to weather market volatility.
WealthMap Financial Advisors
Website: http://www.wealthmapfinancialadvisors.com/
Phone: 15093271171
Email: info@wealthmapfa.com
Address: 819 W 7th Ave Spokane WA 99204
WealthMap Financial Advisors creates personalized financial roadmaps that integrate retirement planning with tax optimization strategies. Their comprehensive approach helps clients navigate complex financial decisions with clarity and confidence. Each plan is customized to align with the client’s specific goals and risk tolerance.
WE Financial Partners
Website: https://www.wefinancialpartners.com/
Phone: 15099793850
Email: wschertenleib@wradvisors.com
Address: 501 N Riverpoint Blvd Ste 230 Spokane WA 99202
We Financial Partners provides comprehensive financial planning services that address investment management, retirement planning, and wealth preservation. Their personalized approach helps clients develop clear financial roadmaps aligned with their life goals. Clients benefit from ongoing guidance and strategy adjustments as their financial needs evolve over time.
Waymaker Wealth Advisors
Website: http://www.waymakerwa.com/
Phone: 15094435174
Email: andie@waymakerwa.com
Address: 221 W Main Ave Suite 200 Spokane WA 99201
Waymaker Wealth Advisors delivers personalized financial planning and investment management services tailored to each client’s specific needs. Their expertise spans wealth accumulation, protection strategies, and efficient wealth transfer solutions for families. Clients benefit from customized strategies designed to grow and safeguard assets across generations.
Quantum Financial Partners
Website: https://www.quantumplanning.com/
Phone: 15093286653
Email: quantumteam@quantumplanning.com
Address: 720 W Boone Ave STE 100 Spokane WA 99201
Quantum Financial Partners (QFP) is a wealth management firm with offices in Overland Park, Kansas, and Omaha, Nebraska. Founded in 2003 by Jeffrey White and Kenrick Moore, QFP offers personalized financial services to individuals, businesses, and non-profit organizations. Their offerings include investment strategies, executive benefits, and alternative investments, all tailored to meet clients’ unique financial goals. With over 65 years of combined experience, QFP’s team is dedicated to providing knowledgeable and client-focused financial guidance.
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