About Us

^{Our Firm}Company Overview

Moulton Wealth Management, Inc. has its headquarters in Spokane, Washington. Our firm provides financial planning and related services, portfolio management for individuals and small businesses, and educational seminars.

Our Mission

Uphold our Fiduciary standards
Focus first and always on the Clients’ needs
Operate with integrity and honesty
Foster entrepreneurial spirit and teamwork
Maintain respect for the individual
Educate ourselves about the Retirees’ financial concerns
Educate our clients and their families
Practice quality and excellence
Nurture a safe, caring, challenging and equitable workplace

How We Work

Provide high-quality advice and services, which is why both Rial Moulton and Don Moulton are Certified Financial Planner™ professionals.

This ensures you’re working with someone who has satisfied the strenuous requirements of Education, Ethics, Experience and Testing.

Our Approach

At Moulton Wealth Management, Inc. our primary goal is to establish and maintain long-term relationships with our clients. We pursue this goal guided by the following company values.

MWM In The Media

^{Who You Will Work With}Meet Your Advisors

Rial R. Moulton, ESQ.

Attorney, CFP®, CPA / PFS, RFC

Rial Moulton brings a diversity of experience to his estate and financial planning practice. His legal background is supplemented not only by training as a Certified Public Accountant (CPA) and Certified Financial Planner™ professional...

Donald Moulton

CFP®, RFC / Director Of Financial Services

Donald Moulton is an author and a well-known presenter across Eastern Washington. Mr. Moulton is a Certified Financial Planner™ professional. Attaining this designation requires strenuous education, experience, ethics and passing a...

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