Top Professionals
Altmeyer Financial Group
Altmeyer Financial Group, founded by David Altmeyer, specializes in helping individuals prepare for and navigate retirement. The firm is independent, allowing it to customize strategies tailored to each client’s financial needs. Their services focus on retirement income strategies, wealth management...Read More
Demars Financial Group
Demars Financial Group is a family-owned wealth management and financial planning firm with three generations of experience. They specialize in guiding pre-retirees, retirees, and individuals navigating major life transitions such as inheritance, loss, or business sales. Their focus is on helping cl...Read More
Fellowship Financial Planning
We design, integrate, and implement financial plans for professionals, district employees, teachers, and families that are designed to help minimize taxation, preserve resources, and maximize performance. Our financial planning process will help you clarify your financial goals, educate you on your...Read More
Fulcrum Financial Group
Fulcrum Financial Group, a financial advisor in Spokane, was founded over two decades ago by Sarah Carlson. As a financial advisor in Spokane, she had a vision to start a company that would go beyond traditional wealth management, solving people’s unique money problems while helping them live their ...Read More
Quantum Financial Planning
Quantum Financial Planning, based in Spokane, WA, is a fee-only fiduciary firm specializing in retirement planning and tax-smart financial strategies. With over 45 years of experience and a 98% client retention rate, Quantum focuses on helping individuals—mostly in their 50s and 60s—transition into ...Read More
RBC Wealth Management Branch - Spokane
RBC Wealth Management, part of the Royal Bank of Canada (RBC), provides comprehensive financial solutions to individuals, families, business owners, entrepreneurs, corporations, and institutions. Their core mission is to help clients achieve long-term financial security and growth through personaliz...Read More
Selkirk Wealth Advisors
Selkirk Wealth Advisors is a fee-only registered investment advisor (RIA) based in Spokane, Washington. They specialize in financial planning and wealth management for individuals, families, trusts, and foundations. Their mission is to simplify the complexities that come with accumulated wealth by p...Read More
Stewardship Concepts
"We help Spokane retirees over age 50 with $1 million or more in a 401(k) with Roth Conversions. We maximize your 401(k) by minimizing taxes and risk through smart financial planning, tax-efficient withdrawals, and investment management. Our firm has been around since 1998. We’re fee-only, meaning w...Read More
Timepiece Financial Planning
Timepiece Financial Planning is a fee-only fiduciary financial advisory firm specializing in retirement planning and investment management. Unlike commission-based firms, they do not earn from products they recommend, ensuring unbiased advice. Their mission is to simplify the financial lives of ever...Read More