Trek Financial - Boise Office

Grangeville, Idaho

James Rockwell and Zach Carothers operate a financial advisory practice in Grangeville, Idaho, affiliated with LPL Financial. They provide financial planning and investment management services through a structured process beginning with a discovery meeting, followed by personalized plan development and ongoing review. Their service areas include retirement planning, tax planning, estate planning, cash flow analysis, risk management, and goals-based saving strategies. The firm works with goal-oriented individuals and families seeking integrated financial guidance.

Meridian, Idaho

Fee-Only

Next Level Wealth Planning is an independent, fee-only fiduciary firm in Meridian, Idaho offering financial planning and investment management services. The firm provides retirement planning and investment structuring designed to support sustainable income, with no commissions or proprietary product incentives influencing recommendations. As a fee-only advisor, the firm's revenue comes exclusively from client fees rather than third-party compensation.

Boise, Idaho

Gull Wealth Management is a Boise-based firm offering financial planning, investment management, retirement planning, and insurance analysis to local and remote clients. The firm employs a structured planning process that begins with goal-setting, moves through detailed exploration and plan development, and includes ongoing adjustments as circumstances evolve. Their approach emphasizes understanding client priorities, addressing tax efficiency in portfolio construction, and protecting against income disruption through comprehensive analysis.

Boise, Idaho

Perennial Financial Services is a multi-state financial advisory firm based in Boise, Idaho, operating with more than 40 advisors across 9 states and affiliated with LPL Financial. The firm holds itself to a fiduciary standard for advisory clients and provides services including wealth management, strategy development, and retirement planning guidance. The firm emphasizes customized planning that considers individual risk tolerance and financial objectives, supported by advisors with diverse professional backgrounds and expertise.