Spokane Valley, WA Office

Team
Updated today

Client AUM

$3,839,665,736

Clients

3,255

Advisors

2

Of 75 advisors across 37 offices

Location

609 N Argonne Road, Suite A

Spokane Valley WA 99212

Advisors at this office

2

Advisors at this office

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Kevin G

CFP®, Series 63, Series 66

Spokane, WA

Eversource Wealth Advisors, LLC

Kevin Grady is a CFP® with 24 years of experience in the financial industry. He is currently with EverSource Wealth Advisors, LLC and previously worked at Cambridge Investment Research Advisors, Inc. for nine years. Outside of his advisory role, Mr. Grady serves as an advisory board member for Adult and Teen Challenge of Spokane. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and provides distinctive services including management of a pooled private real-estate vehicle and consulting for other RIAs and institutional clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
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Tyler S

Series 65

Spokane Valley, WA

Eversource Wealth Advisors, LLC

Tyler Snyder is a Series 65-licensed financial advisor with Eversource Wealth Advisors, LLC, based in Spokane Valley, WA, with one year of industry experience. Prior to joining Eversource, he worked at Grady Financial Network and Pierce Lane Partners, and spent over a decade at TriMet. He is the owner of Strahorn Consulting LLC, a small business consulting firm, and participates as a presenter providing general financial information to employees of Costco and other businesses in the Pacific Northwest through My Secure Advantage. Eversource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering a variety of investment programs and incorporates a values-based approach informed by a Judeo-Christian framework.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
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