Investment Firms in Spokane To Consider

Spokane has emerged as a key economic hub in the Inland Northwest, with a growing financial services sector that mirrors the city’s expanding industries and diverse population. As sectors such as healthcare, technology, and real estate continue to thrive, the need for expert investment guidance has significantly increased. In response, Spokane hosts a wide range of investment firms, from independent fiduciary advisors to boutique asset managers and full-service financial institutions, all offering customized solutions in portfolio optimization, risk-adjusted asset allocation, wealth preservation, and long-term growth. This overview serves as an impartial guide to highlight the variety of investment services available, without endorsing any specific firm, for individuals and businesses seeking informed financial management in Spokane’s dynamic economic environment.

1. The Northwestern Mutual – Gary Markham CFS BD

Financial Trex is a fee-only, fiduciary financial advisory firm based in Spokane, Washington, founded by Denise Downey, a CERTIFIED FINANCIAL PLANNER™ (CFP®) and MBA with over two decades of experience in finance. The firm specializes in personalized, holistic financial planning for individuals and families, offering two main service models: Trail Guide, a comprehensive planning package with quarterly meetings, interactive tools, and optional investment management (starting at $700–$1,000 initially and $600–$1,000 quarterly); and Trail Map, a one-time, hourly engagement for those who prefer to implement their own plan, billed at $300 per hour for 4–12 hours. Financial Trex focuses on helping clients take control of their overall financial well-being, addressing goals that extend beyond investment management.

Phone: 17748077219

Email: [email protected]

Address: 9 S Washington St #415, Spokane, WA 99201

Website: http://www.financialtrex.com/

2. Riverview Wealth Strategies

Riverview Wealth Strategies, founded in 2020, is a financial advisory firm based in Spokane, Washington, offering comprehensive wealth management services to individuals and families. Led by Jacob Perry, who also serves as the registered agent, the firm provides personalized financial planning, investment management, and retirement strategies. Affiliated with LPL Financial, a registered investment advisor and member of FINRA/SIPC, Riverview Wealth Strategies benefits from a broad array of financial resources to deliver independent and objective advice. The firm operates from 201 W North River Dr, Suite 500, Spokane, WA 99201, with office hours Monday to Thursday, 8:30 AM to 5:00 PM, and Friday, 8:30 AM to 1:00 PM.

Phone: 15099608963

Email: [email protected]

Address: 201 W North River Dr STE 500, Spokane, WA 99201

Website: http://riverviewws.com/

3. Baker & Associates LLC.

Baker & Associates, LLC is a financial advisory firm based in Spokane, Washington, specializing in professional income planning, estate strategies, and life insurance services. With over 45 years of experience, the firm offers personalized services to help clients achieve tax-efficient income and secure their financial futures. Founder David Baker, an MBA graduate with extensive experience in real estate, leads the firm and shares an office with Attorney Neil Humphries, who provides complimentary advance healthcare directives to clients. Baker & Associates is affiliated with the Spokane Association of Realtors, National Association of Realtors, and Washington Association of Realtors.

Phone: 15099947368

Email: [email protected]

Address: 421 W Riverside Ave #704, Spokane, WA 99201

Website: http://www.baker-associates.com/

4. Biel Investment Management Rick Biel AAMS AWMA CRPC

Biel Investment Management, founded by Rick Biel, is a full-service financial advisory firm located at 1312 N Monroe, Suite 93, Spokane, WA 99201. The firm offers a broad range of services, including tax management, investment management, retirement strategies, estate conservation, insurance and annuity products, and education savings, all tailored to meet the unique needs of individuals and business owners. Emphasizing a step-by-step process, Biel Investment Management works to create customized financial programs that align with clients’ objectives. Rick Biel holds various industry licenses, including FINRA Series 6, 7, 63, 66, and 24, as well as professional designations such as AAMS®, AWMA®, and CRPC®. Operating under American Independent Securities Group, LLC (AISG, LLC), the firm provides independent financial advice while advising clients to consult tax or legal advisors for those specific matters.

Phone: 15099955734

Email: [email protected]

Address: 1312 N Monroe St Suite 93, Spokane, WA 99201

Website: http://www.bielinvestment.com/

5. Macaulay & Associates LLC

Macaulay & Associates LLC is a family-owned financial advisory firm established in 1990 by Mike Macaulay Sr. in Spokane, Washington. The firm was founded with the mission to provide personalized financial services, moving away from the impersonal approach of larger financial institutions. Today, the firm operates two offices—one in Spokane and another in Seattle—continuing its commitment to client-focused financial planning .

The team at Macaulay & Associates boasts over 130 years of combined experience in investment management and portfolio design. They offer a range of services, including retirement planning, investment management, and financial guidance tailored to individual client needs. While clients typically work with a primary advisor, the entire team collaborates to ensure comprehensive support throughout the client’s financial journey.

Phone: 15097477467

Email: [email protected]

Address: 421 W Riverside Ave #1700, Spokane, WA 99201

Website: https://mnmacaulay.com/

6. Star Financial – A Wealth Management Company

Star Financial is a wealth management firm based in Spokane, Washington, dedicated to helping clients achieve their financial goals through personalized strategies. Founded by Melissa Williams, the firm offers a range of services, including investment strategies, retirement planning, financial management, and estate management .The Star Financial team comprises professionals with diverse experience, ready to assist clients in achieving their financial objectives. They prioritize understanding clients’ personal situations, identifying their dreams and goals, and assessing their risk tolerance to provide tailored financial solutions.

Phone: 15097891818

Email: [email protected]

Address: 421 W Riverside Ave Suite 340, Spokane, WA 99204

Website: http://www.starfinc.com/

7. Signia Capital

Signia Capital Management, a boutique investment advisory firm based in Spokane, Washington, specializes in small- and micro-cap value investing. Founded in 2002, the firm is majority-owned by its portfolio management team, with a focus on uncovering inefficiencies in smaller, often overlooked companies through a research-driven, hands-on approach. Led by Richard Beaven, CFA, Principal and Lead Portfolio Manager, and Colin Kelly, CFA, Director of Research and Portfolio Manager, Signia has demonstrated strong performance, with its Small-Micro Cap Value strategy achieving a net return of 30.68% in 2024, outperforming key benchmarks. As of July 2024, the firm manages approximately $95.8 million in discretionary assets, focusing on undervalued small-cap opportunities across diverse sectors.

Phone: 15097898970

Email: [email protected]

Address: 111 N Post St # 301, Spokane, WA 99201

Website: http://www.signiacapital.com/

8. CAP Northwest

CAP Northwest, operating under Columbia Advisory Partners, LLC, is a Spokane, Washington-based financial advisory firm focused on guiding clients towards financial clarity and confidence. With a philosophy of “insightful growth,” the firm blends purposeful financial progress with clear understanding at each step. They offer a wide range of services, including retirement and estate planning, investment management, tax strategies, and education savings plans, all customized to individual client goals. By emphasizing transparency and education, CAP Northwest empowers clients to make informed decisions while integrating advanced technology to enhance personalized advisory services. With a strong commitment to strategic planning, CAP Northwest positions itself as a trusted partner in achieving long-term financial well-being.

Phone: 15098223850

Email: [email protected]

Address: 6501 N Cedar Rd Bldg 4, Spokane, WA 99205

Website: https://capnorthwest.com/

9. Azose Johnson & Associates

Azose Johnson & Associates is a Spokane, Washington-based financial advisory firm offering comprehensive services in financial planning, retirement and estate strategies, investment management, educational funding, and Social Security analysis. Founded by industry veteran Jill A. Ruser, the firm underwent a leadership transition in 2020 when Ruser retired, and Maynard M. Azose, along with Amanda K. Johnson, assumed leadership roles. In 2021, the firm joined Advisor Group through its subsidiary, Royal Alliance Associates, enhancing its capabilities with robust operational support and advanced tools . Operating from 528 E Spokane Falls Blvd, Suite 303, Azose Johnson & Associates is committed to delivering personalized financial solutions tailored to clients’ unique goals and life stages.

Phone: 15098224363

Email: [email protected]

Address: 528 E Spokane Falls Blvd Suite 303, Spokane, WA 99202

Website: https://www.azosejohnson.com/

10. Nelson Securities Inc

Nelson Securities is a financial services firm that offers a range of investment and wealth management solutions. They provide services such as retirement planning, portfolio management, and financial advisory to individuals and businesses. The firm focuses on delivering personalized strategies to help clients achieve their financial goals.

Phone: 15098381313

Email: [email protected]

Address: 9718 N Morton Ct, Spokane, WA 99218

Website: http://www.nelson-securities.com/

Navigating Spokane’s Investment Firms Landscape

Identifying the right investment firm in Spokane requires a careful evaluation of one’s financial goals, risk tolerance, and the strategic approach of potential advisors. As Spokane’s economy and population continue to grow, the city has seen an expansion in the variety of financial service providers—from boutique advisory firms to full-service wealth management institutions. This overview does not endorse any specific firm but highlights the broad range of options available to investors at different stages of life and financial development. Performing due diligence and comparing various service models is key to choosing a firm that aligns with your long-term aspirations. In a city marked by dynamic growth, Spokane offers increasing opportunities for informed, strategic investment planning.