Financial Forum, Inc. is a wealth management firm established more than three decades ago. We are planning specialists who curate technology tools, actionable economic information, and best practices to enable investors to manage their life and retirement goals.
Our Approach
We focus on your financial position, expectations, habits, and goals to collaboratively produce results.
A meeting space for our community!
We deliberately created an office environment that welcomes and invites you. Come by and visit, have a cup of coffee or tea, and get to know us. All of your appointments will take place here, but don’t let that be the only reason you stop by!
In-person and remote options
Our office is conveniently located in the University District on the eastern edge of downtown Spokane. Can’t make it to the office? No worries — we’ve got you covered with phone or video conference options.
