LORAN GRAHAM Co. is a Spokane, Washington based firm providing biblically-based investment and financial planning services to clients 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.
Individuals and Families
We specialize in helping our clients plan for financial freedom while also aligning investment strategies to faith values...
Foundations and Non-Profits
We help organizations develop and manage endowed assets in alignment to their organizational mission and values...
We offer business owners help with succession planning strategies and employee retirement plans...
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 15:22
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