Best Financial Advisors in Spokane Valley

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
90+
Advisors
4.8/5.0
Average Rating

Spokane Valley Financial Landscape

With a population of 91,113, Spokane Valley is experiencing steady economic growth driven by diverse industries. The city benefits from its proximity to Spokane, enhancing its economic potential.

Major industries
Manufacturing, Healthcare, Retail
Population
91113
Median household income
$62,000
Unique needs
Spokane Valley requires tailored financial advice due to its unique economic landscape and growth potential.
Market Insights
Economic Growth
According to BEA (2023), Spokane Valley's economy has shown a 3% growth rate, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Spokane Valley is approximately $62,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Spokane Valley are increasingly focusing on retirement planning and real estate investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Spokane Valley's cost of living is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Spokane Valley's real estate market has seen a 15% increase in home prices over the past year, indicating strong demand.
Business Environment
According to Fortune (2024), Spokane Valley's business climate is favorable, with incentives for startups and established businesses alike.

Top 5 Financial Advisors in Spokane Valley

Thirty30 Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Scott A Murock, CFP®|ChFC®|CLU®
★ ★ ★ ★ ★ 5
Evergreen Wealth Advisors, LLC
★ ★ ★ ★ ★ 5
Vickerman Investment Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: David Lambo, ABFP®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Spokane Valley, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Spokane Valley-Specific Expertise
For Spokane Valley residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Spokane Valley's reliance on manufacturing poses risks; diversify investments. Real estate prices are rising, indicating potential bubble risks. Prepare for flooding and economic shifts.

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