Plan Wisely, Live Fully, Leave A Legacy
Guiding you with comprehensive financial planning and disciplined investment management giving you the confidence to be fully present in your life.
At Core Financial Group, We Believe Every Strong Future
Is Built On A Solid Foundation
In the human body, the core is the central group of muscles that stabilizes, supports, and connects everything together. Without a strong core, even simple movements become difficult—and complex ones nearly impossible. In the same way, Core Financial Group serves as the foundation for your personal and financial life. We help you build a clear, comprehensive financial plan designed around your goals and values. As life evolves, we’re here to provide steady guidance, thoughtful adjustments, and ongoing support.
Our team works alongside you—helping you stay aligned with your plan, adapt to change, and connect with trusted financial professionals when needed. With the right foundation in place, you can move forward with confidence.
Your Trusted Partner In Financial Success
Core Financial Group is an Independent Wealth Management Firm delivering Comprehensive Financial Planning and Investment Management – Serving clients in the Pacific Northwest and across 17 other states. Our experienced team works closely with you to simplify your financial journey and ensure every decision aligns with your goals. We’re here to help you navigate the complexities of your wealth so you can focus on living your life.
Collaborative, Comprehensive, Intentional
We listen, we plan, and we act. By combining active portfolio management with a holistic, team-based approach, we ensure that each financial decision you make is intentional and aligned with your values. Our team is here to help you stay on track, reach your goals, and live with less stress.
Solutions For Every Situation
Our personalized financial solutions are designed to fit your unique needs. Whether you’re managing your personal wealth or handling the complexities of a business, we’re here to help.
Personal Services
Tailored strategies that empower you and your family to confidently navigate life’s transitions.
Business Services
Align your business and personal financial goals for long-term stability and growth.
You've Worked Hard To Get Where You Are, It's Time To Enjoy It
Get StartedWho We Serve
Individuals & Families
From starting a family to retirement, we offer financial planning that adapts to your changing needs. Save, plan, and invest wisely throughout your journey.
Business Owners & Executives
In every stage of your business, from starting out to exiting, we provide the support you need to ensure your business and wealth continue to thrive.
Teachers
Navigate your unique benefits to maximize pension plans, navigate 403(b) options, and create retirement income strategies tailored to your future goals.
Healthcare Professionals
Care for your financial needs with a partner to manage student debt, plan for retirement, and build wealth while addressing your tax needs.
Client Centered
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Thank you for trusting us with your financial future. Core Financial Group is an Independent Wealth Management firm located in Spokane Valley, Washington. By independent, we mean that our firm has no ties to a product or company. We are free to act in your best interest, without pressure to promote a particular product or strategy. As a fiduciary, our clients' needs come first always. We personally pledge to be intentional as we design, build, and manage your individual financial strategy, with your best interest at heart.
Your Questions, Answered
New clients often come in with a range of questions. Here are our answers to some of the most common questions we’ve heard.
An independent financial planning firm is not tied to the quotas and goals of a larger financial institution. This means we work for our clients, and only our clients. We provide unbiased advice and customized solutions that are best suited to your individual needs.
If you have financial goals but aren’t sure how to pursue them or need help navigating complex financial decisions, a financial advisor can provide the experience and guidance you need.
We work with individuals, families, and business owners at all stages of life, from building wealth to retirement. We have specific experience helping medical professionals, teachers, and business owners manage the unique complexities of their financial situations.
Financial planning is a comprehensive approach to managing your finances, while investment management focuses specifically on growing and managing your investments. We integrate both for a complete financial strategy.
We help you plan and save for retirement by developing a customized strategy, considering your current finances, future goals, and retirement income needs