Overview

We are a boutique Retirement Plans and Wealth Advisory Firm Located in Spokane Washington. I am the founder of the firm and have 40 years experience in the financial planning, wealth management and retirement plans space. Having recently completed or succession planning, with the next generation of advisors, we are looking to expand in Washington State, Idaho and Montana. We are interested in all lines of business, with a special interest in 401(k), 403(b), 457(b). We aren't neglecting the wealth management and financial planning side of the operation, which is about 25% of our revenue. The next generation has been tasked with expanding that side of the business to equal the retirement plans side. If you are interested in merging or selling as part of your succession plan, we would like to talk to you. Our practice may be one in which you may find a home, especially if you would like to stick around during and after the transition.


Last Activity
6 months or more

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