Investment management & financial planning in Spokane.

Office Hours

Monday - Friday
8:00 AM - 5:00 PM

Office Phone

P: (509) 735-0484
T: (800) 441-4412

Office Address

1309 W. Dean Ave., STE 100

Spokane, WA 99201

Get in touch with our Spokane team.

Sean O'Keefe indoor photo

Sean O’Keefe, CPFA®

Learn More

Looking for our Tri-Cities office?

“It is our goal to add value to everyone that we talk with, beginning with the first conversation.”

Ready to craft a financial plan tailored to your unique story? Schedule a free consultation with us. Let’s embark on this journey together, ensuring your financial future is as extraordinary as the life you’re building.