Personalized investment management for the modern world.
We are a communication focused organization. Our typical client expects a simplification of their investments and overall financial situation while receiving proactive and actionable updates from their financial advisor.
“YOUR LIFE DOES NOT GET BETTER BY CHANCE, IT GETS BETTER BY CHANGE.”
IN CASE YOU NEED HELP
Do you have questions about your financial situation? Contact us today to start the conversation.
Concinnus Financial is a fee-only investment advisor based in Spokane, WA. We provide investment management and financial services for individuals, families, and small businesses. Utilizing advances in investment and communications technology, we keep you up-to-date on global changes and how they personally affect you and the assets you have accumulated.