Retirement isn’t a finish line. It’s the start of a new journey.
Get financial guidance you can trust, every step of the way.
A relationship built on transparency and trust.
Partner with a fee-only fiduciary financial advisor in Spokane, Washington, who is dedicated to your success and well-being.
Expert
Work with a CFP® professional who understands your retirement concerns.
Fee-Only
Pay only for financial advice and management. No product sales or commissions.
Fiduciary
Get clear advice that's centered on your best interests.
Smart money advice for your retirement journey.
Be confident you’re on the right path.
Financial Planning
Whether you’re preparing to retire or already enjoying retirement, we work closely with you to build a detailed financial plan around your values, goals, and lifestyle.
Investment Management
We design your portfolio with careful attention to your financial goals, risk tolerance, and timeline. Then we monitor your progress and adjust as needed to help keep you on track.
A partner who’s invested in you.
From our first conversation, you’ll feel the warmth and care that define our practice and set us apart. We’ve discovered that the clients we can help most:
are at or nearing retirement age
plan to invest $1+ million under our management
align their wealth with their life goals
want help to ensure their nest egg lasts
seek to simplify their financial lives
Take the first step toward securing your retirement.
Local roots, broad reach.
A fee-only fiduciary financial planner in Spokane, Washington, Little Mountain Financial Services provides financial planning and investment management services to help clients grow and preserve wealth.
Located in Spokane’s University District, our office in the historic Riverbank Building serves clients both locally and nationally. We offer in-person and virtual appointments.