Who We Are

Our clients' success is our legacy.

Quantum is a locally owned team of CERTIFIED FINANCIAL PLANNER™ professionals that have been providing clarity to clients for over 41 years. We have two Washington offices, in the cities of Spokane and Kirkland, but we serve clients across the United States.

As an independent company, we can put the client's needs first and provide unbiased advice. We partner with our clients for the long run and specialize in comprehensive planning so that we can fulfill all our clients' various planning needs.

Our expertise covers a wide range of financial planning topics so that we can provide direction at any critical decision-making juncture. Our service is backed by our dedicated and capable Quantum team members, each of whom deeply cares about customer service and satisfaction.

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You can be sure that:


* There is no cost until you are confident that we are the right fit for you

* We won't rush you; we will let you set the pace

* We care genuinely about helping you reach your goals

* We will always put your best interest above our own

* Our comprehensive approach will ensure that all your planning needs are provided for

* Our job is not over until all your financial questions are answered



Our Mission


Our mission is to have a positive, long-lasting impact in our community. We are here to build relationships with our clients that will allow us to better serve and empower them to achieve their life ambitions.



Our Commitment to Our Clients


We have an enduring commitment to our clients to serve them with integrity and excellence. 


Independent advice

The independent nature of our practice means that we are not tied to promoting any product or investments offered through a specific company. Instead, we base our advice on what is best for each client's unique needs and objectives. 


Most all of Quantum's planners are CERTIFIED FINANCIAL PLANNER™ professionals, which means they have passed strict educational and ethical requirements. Our planners regularly attend industry conferences and receive continuing education. 


Our team strives to always do the right thing and to act in the best interest of our clients. Our planners are responsible to act as a fiduciary for our clients, so that the clients' interests are ahead of their own.

Spokane financial planning team





Our Commitment to Our Community


We put our mission statement into action by:

  • Committing to participate in at least four community volunteer activities per year.
  • Supporting and participating in several annual fundraising events for local non-profits.

Spokane community volunteer event



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Proud Member of Financial Planning Association