Multi-Family OfficeRIA · CRD 297916

Updated:

Northwest Planning Advisors LLC

Northwest Planning Inc. (NPI) was founded in 1992 by Bruce A. Longmeier. Its mission is to increase security in retirement so clients can spend time doing the...

Northwest Planning Advisors LLC

Northwest Planning Inc. (NPI) was founded in 1992 by Bruce A. Longmeier. Its mission is to increase security in retirement so clients can spend time doing the things that really matter. The firm educates senior adults on methods to preserve and protect their estates and lifestyles and provides expert advice to pre-retirees and retirees on long-term care, estate planning, income planning, and product selection.

General information

Firm type

Multi Family Office

Year founded

1992

Location

Region

North America

City

Spokane

Principals

Bruce A. Longmeier

Founder & President Northwest Planning, Inc.

Taylor J. Allbery

President, Northwest Planning Insurance

Dustin M. Allbery

Consultant

Sector focus

Wealth ManagementFinancial Planning

Frequently asked questions

What is Northwest Planning Advisors LLC?

Northwest Planning Advisors LLC is a multi family office headquartered in Spokane.

When was Northwest Planning Advisors LLC founded?

Northwest Planning Advisors LLC was founded in 1992.

Where is Northwest Planning Advisors LLC headquartered?

Northwest Planning Advisors LLC is headquartered in Spokane, in the North America region.

What does Altss track for Northwest Planning Advisors LLC?

Altss maintains an OSINT-verified profile of Northwest Planning Advisors LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Northwest Planning Advisors LLC's website?

Northwest Planning Advisors LLC's public website is northwestplanning.net. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Northwest Planning Advisors LLC?

Northwest Planning Advisors LLC is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Northwest Planning Advisors LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Northwest Planning Advisors LLC's Altss profile last updated?

Northwest Planning Advisors LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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