Noah Schwab, 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 Noah Schwab, CFP®
Noah is a CERTIFIED FINANCIAL PLANNER™ and a member of NAPFA, the FPA, and the Spokane Financial Advisors Network. He’s proud to serve clients throughout Spokane and across the Inland Northwest.Get to Know Noah
Growing up in Spokane, Noah Schwab learned early that money isn’t just about numbers, it’s deeply personal. Raised with values of service and integrity, he brings a calm, trustworthy approach to retirement planning for people who want more than just investment advice.
To pay his way through Grand Canyon University, where he earned a degree in Finance and Economics, Noah spent summers working on commercial fishing boats in Alaska. That experience taught him grit, discipline, and a deep respect for financial independence, which in turn shaped how he serves his clients.
Today, Noah is a fee-only, fiduciary advisor who helps retirees make smart, tax-savvy decisions with their money. He specializes in Roth conversions, retirement income strategies, and minimizing estate taxes, always focusing on what matters most to each client. He believes financial advice should be clear, personal, and never tied to selling products.
A natural teacher at heart, Noah makes complex topics easier to understand. His insights have been featured in U.S. News, MarketWatch, Yahoo Finance, GoBankingRates, and the Spokane Journal of Business. He’s currently writing a financial education book and has helped lead Financial Peace University at his church, True Hope.
Outside the office, Noah and his wife Jenny are soaking up life with their son, Judah. They live in Spokane with their Goldendoodle, Pam (name from the TV show- The Office), and their cat, Lenny. Weekends often include pickleball, snowboarding, or backpacking trips and quality time spent with both sides of the family who also call Spokane home. He’s passionate about seeing Spokane thrive and believes in it's future.
Quote
“Money is emotional, and retirement is a big life transition. I want to help people feel calm, confident, and prepared in their future.” - Noah Schwab, CFP®
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- Fee Only Network
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
Grand Canyon University, Bachelor’s Degree, Finance and Economics
Hobbies and Interests
- Camping
- Church
- Exercising
- Family
- Hiking
- Pickleball
- Skiing
- Snowboarding
- Writing
SEC Lookup
View DisclosureFINRA 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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