Amy Drury, CFP®
Helping retirees maximize $1M+ in a 401(k) with Roth conversions & tax planning.
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Serving Clients Nationwide
Helping retirees maximize $1M+ in a 401(k) with Roth conversions & tax planning.
Areas of Focus
- Capital Gains
- Choosing a Financial Advisor
- Education Tax Planning
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Tax-Smart Distribution Planning
- Taxes
About Amy Drury, CFP®
Amy Drury is a CERTIFIED FINANCIAL PLANNER™ and on the board of the FPA. She's proud to serve clients throughout Spokane and across the Inland Northwest.Get to Know Amy
Amy Drury was born and raised in Spokane. She attended Mt. Spokane High School and went on to study Mathematical Economics at Whitworth University, where her love of numbers met a deep desire to make a meaningful impact in people’s lives. After college, she began her career at Numerica Credit Union, gaining hands-on experience in the investment department for five years.
Amy joined Stewardship Concepts in 2020, drawn by a shared mission to help people be wise, intentional stewards of their money. Today, as a Certified Financial Planner™ and fiduciary advisor, she walks alongside clients with a thoughtful, values-driven approach to both investment management and financial planning.
Clients appreciate Amy’s calm, detail-oriented presence and the clarity she brings to complex decisions—especially for those navigating retirement and long-term goals. In addition to serving clients, Amy is the current treasurer of the Spokane Financial Planning Association and actively supports the growth of financial education in the region.
When she’s not at work, you’ll find Amy out on the trails or enjoying time with her husband and two daughters. She loves reading, cooking, and cross-country skiing through Spokane’s winter landscape. Her roots run deep here, and she finds joy in helping others thrive—financially and personally—in the place she proudly calls home.
Quote
"Financial planning isn’t just about numbers—it’s about understanding your goals, aligning your values, and empowering you to live your best life." – Amy Drury, CFP®
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
7307 North Division Street, Suite 205, Spokane, Washington 99208
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free discovery call. We’d love to hear your story. Whether you're nearing retirement or already enjoying it, we’re here to help you secure your future with personalized, tax-efficient investment management and financial planning. The first step is a conversation. Let's get to know each other and discuss how we can help you achieve your retirement goals.Offers Investment Management
Yes
About Stewardship Concepts Financial Services
At Stewardship Concepts Financial Services, our CFP® Spokane financial advisors work collaboratively as a team, not in silo; we bring personalized, unbiased advice to every client relationship.We’re not tied to any fund family, don’t earn commissions, and have no sales quotas, just honest guidance.
Whether you're looking for help with Roth conversions, WA estate tax, or other tax strategies, we’re here to help you feel confident about your future.
Why Partner With Us?
✔️ You’re hiring a firm, not just one advisor
Unlike many offices where advisors work alone or manage separate books of business, our clients benefit from a true team approach. Our CFP® professionals collaborate on every plan, giving you collective insight and support throughout your retirement journey.
✔️ Over 50 Years of Combined Experience
With decades of experience and the CFP® designation, the gold standard in financial planning, our advisors exceed industry norms. We specialize in guiding clients through the financial transitions of retirement with clarity and confidence.
✔️ Tax-Focused, Transparent Approach
We base our investment decisions on historical data and long-term strategies. As a fee-only, fiduciary firm, we always act in your best interest, without commissions or proprietary products.
With access to over 10,000 mutual funds and ETFs, we build diversified portfolios using carefully selected funds. By managing your investments, we can seamlessly incorporate Roth conversions, estate planning, and QCDs to minimize taxes and avoid costly mistakes.
The First Step Is a Conversation
We’d love to hear your story and learn more about your goals, challenges, and what you want from your retirement. This conversation is all about understanding what matters most to you and exploring how we can help you create a personalized plan for a secure future.
Education
Whitworth University, Bachelor of Arts - BA, Mathematical Economics
Hobbies and Interests
- Cooking
- Family
- Hiking
- Reading
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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