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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here are five facts about Social Security that are important to keep in mind.
Five strategies for managing your student debt.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here is a quick history of the Federal Reserve and an overview of what it does.
Have you explored all your options when it comes to managing your taxable income?
Pundits say a lot of things about the markets. Let's see if you can keep up.