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About

Financial Planning, Investment Management, and Everything Financial

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How We Help

We are not an expert on your life, you are. Selecting a financial partner who understands this allows you to determine your own future.

A financial advisor should be judged by their actions, not their words. Anyone can type out a list of things they claim to believe in, but we would rather show you. 

  1. Transparency - We list our fee schedule directly on our Services page because we provide real value in our relationships. We think other advisors should do the same. 
  2. Education - Our firm currently includes two CPAs, two CFP Professionals, and a CFA. These licenses hold us to the highest standard of knowledge and professionalism.
  3. Experience - We work with over 300 clients, each one with unique values and goals. Our lead advisors have over 15 years of industry experience. 
  4. Independence - This word is thrown around so much it hardly means anything anymore. We show our commitment to independence by partnering with Charles Schwab to bring world-class solutions to our clients. 
  5. Integrity - Sometimes it's lack of actions that tell the story. Check out our disclosure documents on the SEC website. Prepared to be bored however, there is nothing to see!
Most importantly, we are here to listen. Only by taking the time to understand what each client is trying to accomplish can we create a financial plan will work for you.

Total Advisor Network

704 N Superior
Spokane, WA 99202

(509) 822-3850
[email protected]

Contact Us

If you have any questions or comments do not hesitate to contact us, we are here to help!

Learn The Four Things You Have To Get Right To Enjoy A Successful Retirement

Whether you need a retirement plan, or don't know what good one looks like, Total Advisor is here to guide you in the right direction

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