Financial Forum, Inc Employee Directory

Investment ManagementWashington, United States11-50 Employees

Financial Forum, Inc. is a wealth management firm based in Spokane, Washington, serving clients in the local area with more than three decades of experience helping them pursue retirement and financial planning goals. The firm identifies itself as a planning-focused advisory that combines technology, economic insights, and best practices to deliver personalized wealth management solutions, emphasizing a client-first, collaborative approach. Its services are designed to address individuals’ unique financial positions and expectations, offering guidance through retirement planning, investment management, and major financial decisions. Located in Spokane’s University District, the company maintains an office environment that supports in-person and remote meetings to accommodate client needs while underscoring its commitment to long-term relationships and community involvement. A recent staffing development noted is the addition of Katie Young as Wealth Advisor in 2021, reflecting ongoing growth in the firm’s advisory team.

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