Personalized investment management for the modern world.
No matter where you are in life, we can help you make a plan and stick to it.
Want to start your own Individual Retirement Account? We can help you set up a Traditional IRA or Roth IRA.
Tax planning and tax preparation for families. Are your investment and tax professionals working together?
Small Business Services
From new startup to final sale, our outsourced CFO service can help ensure that your business is on the path to success.
Need a retirement plan for your business? Put our global investment approach to work for you and your employees.
Taxes and bookkeeping for businesses. Are your investment and tax professionals working together?
INTERACTIVE AND RESPONSIVE
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.
INFORMATION YOU CAN ACT ON
We realize that you have hopes and dreams, and that your financial assets are the means to help you achieve them. We can help you develop a financial roadmap to where you want to be, and help you stick to it along the way.
We believe you should understand where your money is invested, and why they are invested that way. Financial education combined with your own personalized and transparent portfolio is key.
"YOUR LIFE DOES NOT GET BETTER BY CHANCE, IT GETS BETTER BY CHANGE."
Concinnus Financial is a fee-only investment advisor based in Post Falls, ID and 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.