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Celebrating our 20th anniversary!

Serving the wealth management needs of individuals and their families since 1997.

Our firm serves the wealth management needs of individuals and their families. We are client-centric, providing comprehensive financial planning, investment management and other services tailored to your unique needs. Our firm is a fiduciary and fee-only…always.

Our team of highly trained, experienced and ethical professionals is dedicated to meeting your unique needs. Whether they are simple or complex, we welcome the opportunity to become a member of your team, collaborating with your other advisors if desired by you.

Our wealth management services include comprehensive financial planning, investment services and other services, like a private client website. Recognizing that you and your family have unique needs, we tailor our services to you.


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Company Info

Asset Planning & Management, Inc.

422 West Riverside Ave. Suite 722
Spokane, WA 99201
Phone: 509-838-4175 or 888-864-8827
Fax: 509-838-4206