Broker Check
 
Our Mission Video Our Team

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.

Welcome

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.

Sincerely,


Loran F. Graham, CPA, CFP®
CEO/President

"Plans fail for lack of counsel, but with many advisors they succeed." Proverbs 15:22

Contact Us

OUR SERVICES

Learn More

BIBLICALLY RESPONSIBLE INVESTING

Learn More

ABOUT LPL FINANCIAL

Learn More

FINANCIAL WISDOM

Learn More

Helpful Content

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow