Noah is a CERTIFIED FINANCIAL PLANNER™ and a member of NAPFA, the FPA, and the Spokane Financial Advisors Network. He’s proud to serve clients throughout Spokane and across the Inland Northwest.

Growing up in Spokane, Noah Schwab learned early that money isn’t just about numbers—it’s deeply personal. Raised with values of service and integrity, he brings a calm, trustworthy approach to retirement planning for people who want more than just investment advice.

To pay his way through Grand Canyon University, where he earned a degree in Finance and Economics, Noah spent summers working on commercial fishing boats in Alaska. That experience taught him grit, discipline, and a deep respect for financial independence—values that now shape how he serves his clients.

Today, Noah is a fee-only, fiduciary advisor who helps retirees make smart, tax-savvy decisions with their money. He specializes in Roth conversions, retirement income strategies, and minimizing estate taxes—always focusing on what matters most to each client. He believes financial advice should be clear, personal, and never tied to selling products.

A natural teacher at heart, Noah makes complex topics easier to understand. His insights have been featured in U.S. News, MarketWatch, Yahoo Finance, GoBankingRates, and the Spokane Journal of Business. He’s currently writing a financial education book and has helped lead Financial Peace University at his church, True Hope.

Outside the office, Noah and his wife Jenny are soaking up life with their son, Judah. They live in Spokane with their Goldendoodle, Pam (name from the TV show- The Office), and their cat, Lenny. Weekends often include pickleball, snowboarding, or backpacking trips—and time spent with Noah’s extended family who also call Spokane home. He’s passionate about seeing Spokane thrive and believes in it's future.

“Money is emotional, and retirement is a big life transition. I want to help people feel calm, confident, and prepared in their future.” - Noah Schwab, CFP®