Spokane Financial Advisors Network

Helping you find a local financial planner who will put your interests first

The Power of the Network

  • Qualified

    Highly qualified with the right education and experience to help you with your financial plan.

  • Committed

    Committed to following strict ethical standards, acting as a fiduciary, and putting their clients’ best interest before their own.

  • Relational

    Familiar with specific financial challenges that you face, such as unique aspects of your profession/life stage.

  • Local

    A member of your local community who is knowledgeable to issues of the great Inland Northwest.

About the Spokane Financial Advisors Network

The Spokane Financial Advisors Network is a group of independent financial planning experts who meet the qualifications and standards that exceed those of most financial planners. We each operate our own separate businesses, but are united by our commitment to provide clients with the highest quality of advice.

Requirements to be listed as an advisor on the network:

  • Be a Registered Investment Advisor (RIA) under the purview of either the state of Washington or the Securities and Exchange Commission

  • Operate as a fee-only financial planner, meaning we do not collect commissions or kickbacks for our recommendations

  • Maintain a strict fiduciary duty to act in the best interest of our clients at all times

  • Focus primarily on providing comprehensive financial planning (while some of us also provide investment management services)

  • Operate our businesses primarily in the Inland Northwest

  • Have a positive reputation among local professionals in our industry

  • Maintain our status as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®)

  • Currently accepting new clients or anticipate accepting new clients in the near future

Choosing from one of the trusted advisors in the network ensures that you will be working with a high quality financial planner.