LORAN GRAHAM Co. is a Spokane, Washington based firm providing biblically-based investment and financial planning services to individuals and families in the Spokane community, greater Pacific Northwest region, as well as other states around the country. Company founder and Wealth Advisor Loran Graham is a licensed CPA and CERTIFIED FINANCIAL PLANNER™ professional.
What is most important to you in life? As your trusted LPL financial advisor, our services begin with a values-centered approach to help you identify the answer to that key question.
Our approach to wealth management is rooted in Biblical principles, which include strategies for prudent spending, saving, and investing from a Christian values perspective. We believe there are three forms of capital that pass from generation to generation – financial, social, and spiritual. By understanding your financial situation and working together to build a long-term strategy around these concepts, we may help you establish a legacy that endures. Knowing that you have an effective plan in place, and that your investments are professionally managed, may free you to focus on what truly matters most to you.
We specialize in helping clients align investment strategy with faith values through Biblically Responsible Investing (BRI). As a trusted LPL financial advisor we also strive to be faithful stewards of the resources entrusted to us, aiming for the highest returns based on each individual clients’ needs, risk tolerance, and objectives.
We encourage you to watch our video and explore the website to learn more about our services, and about the opportunity to align your investment choices with your faith values through Biblically Responsible Investing.
If our mission and core values resonate with what you are looking for in a wealth advisor, and you would like to consider how we may help guide you along your stewardship journey, please call us at (509) 279-0970 or click here to request a complimentary initial consultation. We look forward to hearing from you.
Loran F. Graham, CPA, CFP®
"Plans fail for lack of counsel, but with many advisors they succeed." Proverbs 15:22Contact Us
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Simple steps may help you foil hackers and protect your privacy.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
It sounds simple, but paying yourself first can really pay off.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are you ready for retirement? Here are five words you should consider.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Smart investors take the time to separate emotion from fact.