Spokane Financial Advisors
401(k) Tax Strategies To Help You Retire Confidently
Spokane Financial Advisors
401(k) Tax Strategies To Help You Retire Confidently
Meet Your Financial Advisors
Noah Schwab, CFP®
Noah Schwab, CFP®
Noah Schwab, CFP®
Financial Advisor, Owner
- Rode a motorbike from one end of Vietnam to the other—an unforgettable adventure
- Loves camping under the stars with his wife Jenny
Amy Drury, CFP®
Noah Schwab, CFP®
Noah Schwab, CFP®
Financial Advisor, Owner
- Loves spending summer days at the lake with her daughters and husband
- Enjoys trying new recipes and getting out for a run
Edwin Hill, CFP®
Noah Schwab, CFP®
Edwin Hill, CFP®
Financial Advisor, Founder
- Finds refreshment in a good book, long bike rides, and time with his family
- Loves backpacking adventures with his wife Kerry
Trusted Spokane Financial Advisors for Retirees
Our CFP® Spokane financial advisors work as a team collaboratively—not in silos—we bring personalized, unbiased advice to every client relationship.
We’re not tied to any fund family, don’t earn commissions, and have no sales quotas—just honest guidance.
Whether you're looking for help with Roth conversions, WA estate tax, or other tax strategies, we’re here to help you feel confident about your future.
Why Partner With Us?
You’re hiring a firm—not just one advisor
Unlike many offices where advisors work alone or manage separate books of business, our clients benefit from a true team approach. Our CFP® professionals collaborate on every plan, giving you collective insight and support throughout your retirement journey.
Over 50 Years of Combined Experience
With decades of experience and the CFP® designation—the gold standard in financial planning—our advisors exceed industry norms. We specialize in guiding clients through the financial transitions of retirement with clarity and confidence.
Tax-Focused, Transparent Approach
We base our investment decisions on historical data and long-term strategies. As a fee-only, fiduciary firm, we always act in your best interest—without commissions or proprietary products.
With access to over 10,000 mutual funds and ETFs, we build diversified portfolios using carefully selected funds. By managing your investments, we can seamlessly incorporate Roth conversions, estate planning, and QCDs to minimize taxes and avoid costly mistakes.
Who We Work Best With:
Aged 50+
$1M+ Saved In A 401(k)
$1M+ Saved In A 401(k)
You’ve moved past the accumulation phase and are focused on planning for Social Security, taxes, and retirement.
$1M+ Saved In A 401(k)
$1M+ Saved In A 401(k)
$1M+ Saved In A 401(k)
You’re looking to manage RMD taxes, optimize Roth conversions, and ensure tax-efficient withdrawals for retirement.
Retired
$1M+ Saved In A 401(k)
Retired
You're looking to optimize and secure your retirement income and put a solid estate plan strategy in place.
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