ABOUT US
WHO WE ARE
Lodestone Wealth Management, LLC. serves clients from all professional backgrounds. Our roots in the greater-Spokane area fittingly represent our diverse client base: retirees, professionals, business owners, state and local government employees, and employer-sponsored retirement plans such as 401(k), SIMPLE, and SEP IRAs.
We specialize in establishing and implementing financial plans for professionals considering a transition to retirement. Our cost-conscious, fee-sensitive approach also resonates with young households committed to systematically investing towards established financial goals.
OUR TEAM
DAN MURPHY
Partner | Lodestone Wealth Management
Since 1999, Dan Murphy has helped individuals, corporations, and foundations reach their retirement goals through a disciplined, evidence-based approach. A Spokane native and former Gonzaga University baseball player, Dan’s lifelong involvement in competitive sports fuels his team-oriented approach to wealth management, allowing him to authentically relate to his clients’ needs and drive for success.
Dan believes that time in the market is far more vital than trying to time the market. He focuses on building globally diversified portfolios tailored to each client’s specific risk tolerance. By utilizing low-cost investment products—including ETFs, Institutional Mutual Funds, and individual securities—he prioritizes minimizing internal portfolio costs to maximize long-term wealth retention.
For many clients, a comprehensive financial plan is the most critical tool in their arsenal. Dan utilizes advanced planning software to create a definitive roadmap to financial independence, ensuring clients can retire with the lifestyle they envision. “A well-structured plan doesn’t just track numbers; it secures the future you’ve worked for.”
By blending institutional-grade investment strategies with a local, personal touch, Dan remains committed to keeping his clients on the right path for the long haul.
ANDREW MCDIRMID
Partner | Lodestone Wealth Management
A Spokane native and former All-American soccer player, Andrew brings a competitive, team-oriented work ethic to every relationship. He is a devoted family man, happily married to his wife, Jessie McDirmid; they are incredibly proud of their two daughters, who are now successful young adults. Andrew and Jessie enjoy the lake life of the Pacific Northwest and the ocean life of the Florida Keys, where Lodestone maintains a branch office. Whether on the field or in the boardroom, Andrew is committed to helping his community members secure the lifestyle they’ve worked so hard to build.
KRISTY MAPLES
Kristy has worked with Dan in the financial industry since 2004. At Lodestone Wealth Management she works with clients from day one to ensure a smooth enrollment process and feels that providing timely responses to any requests or questions is crucial to maintaining client trust. Kristy works from the beginning to build a client’s financial plan and to help maintain it as all the changes in life come along.
How to get started.
1. Schedule an appointment
2. Meet with an experienced advisor
3. Get your money working
Have more questions?
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Lodestone Wealth Management, LLC . (Lodestone Wealth Management) is an investment advisory firm, registered with the Securities Exchange Commission (SEC). It has made a notice filing in the state of Idaho and may only transact business in those states or states in which it qualifies for an exemption from registration requirements. Any direct communication by Lodestone Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Lodestone Wealth Management current ADV Part 2 Form, which contains a summary of the firm’s current business operations, services, and fees, is available upon request. A copy of the ADV Part 2 Form must be delivered to a prospective client before services can be rendered. Lodestone Wealth Management does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by unaffiliated third party providers, whether that information is linked to our website or incorporated herein. All such information is provided for convenience purposes only and all users should be guided accordingly.
Lodestone Wealth Management, LLC. has policies to protect the privacy of the personal information about our clients that we may obtain. We collect non-public personal information about you from the information we receive from you on applications or other forms, transactions with us or our affiliates. We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law.
Lodestone Wealth Management, LLC. and affiliates do not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Likewise, each user should seek independent legal advice from a professional.