Top financial advisors working with doctors and medical professionals in Spokane, WA

Eric Green is a CERTIFIED FINANCIAL PLANNER® professional at Quantum Financial Planning. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide. Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios. ► Our team can help you answer questions like: 💬 What can I do today to prepare my finances for retirement? 💬 When can I realistically stop working, or is early or semi-retirement possible for me? 💬 How can I proactively lower the taxes on my retirement or other major windfalls? 💬 What’s the right mix of investments to protect my money and still see it grow? 💬 What thoughtful steps can I take to make the most of an inheritance? 💬 How can I protect my hard-earned nest egg from inflation and rising costs? 💬 What’s an easy way to budget for travel, hobbies, and experiences without overspending? 💬 How do we adjust our financial plan if anything unexpected happens? 💬 Can I see how different choices I make today will affect my retirement lifestyle? 💬 Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

Maryanne John is a financial advisor at Serenity Advising in Spokane, WA, holding a Series 66 designation with 12 years of industry experience. Her prior roles include positions at Simple Wealth LLC, OSAIC, and Securities Service Network, Inc. In addition to her advisory work, she volunteers as a financial literacy educator for the nonprofit Financial Beginnings. Serenity Advising provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm emphasizes client-specific investment policy development and serves retirement plans as a limited-scope ERISA 3(21) fiduciary, utilizing fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory in its investment approach.

Benjamin Klundt is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to this, he worked with Ten Capital Investment Advisors LLC for over a decade. He also serves as a board member for the Boy Scouts of America–Inland Northwest Council. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager investment approach that includes both affiliated and third-party managers.

Richard Biel is a financial advisor with American Independent Securities Group, LLC, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. He previously worked at Capital Financial Services, Inc. for 12 years before joining his current firm in 2019. Outside of his advisory role, Biel is involved in fixed insurance sales as a general agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases, with compliance oversight and multiple implementation pathways.

Logan Phillips is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc. His background also includes roles in various businesses outside finance, such as River City Pizza and Mega Wash. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and employing model portfolios and research from multiple sources.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Myranda Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where she partners with busy professionals and families to build and transition wealth. She works closely with clients to develop personalized strategies that align with their life goals, integrating financial planning, investment management, banking, and lending solutions. Her client focus areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Myranda's expertise centers on assisting individuals and families balancing demanding careers and family life. She aims to simplify financial complexities and help clients gain confidence in their financial future by guiding them through each stage of wealth—from building a strong foundation to navigating complex estate strategies. Her approach begins with understanding clients' goals, values, and visions for the future to create tailored financial plans. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Geneva High School. Based in Chicago, Myranda enjoys camping, hiking, reading, skiing, practicing yoga, and spending time with her family.

Ashley Owens is a financial advisor at 11 Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at CapFinancial Securities LLC, Benchmark Bank, Infinex Investments, and Securities America. Outside of her advisory role, Owens is a loan officer at Neighbors Bank. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis with modern portfolio theory, offering tailored strategies that include both long-term allocations and more active approaches.

Kevin Harper is a CFP® with 29 years of experience in the financial industry, currently serving at RFG Advisory, LLC since 2015. He has prior experience with Private Client Services and LPL Financial. Outside of advisory work, he is a co-owner of LHP Capital LLC, which manages commercial real estate. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role with the Bluemonte family of ETFs.

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.