Fiduciary advisors in Idaho

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.

Boise, Idaho

Wealth Enhancement Group is an investment advisory firm in Boise, Idaho. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Boise, Idaho

BR Wealth Management is an investment advisory firm in Boise, Idaho. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Boise, Idaho

Independent RIA

Craig C Spanton operates an independent registered investment advisory firm in Boise, Idaho, offering financial planning services. The firm is registered as an RIA and maintains strong client satisfaction ratings. Spanton is active in community service, holding leadership positions with several local organizations focused on supporting vulnerable populations.

Boise, Idaho

Trek Financial's Boise office operates under a fiduciary standard and works with clients to establish long-term investment strategies grounded in defined policy and target asset allocations aligned with their financial goals. The firm emphasizes independence from product sales pressures, allowing advisors to recommend investments across a broad range of providers based on client needs rather than internal incentives. Trek Financial focuses on helping clients understand their financial situation and investment fundamentals, aiming to support informed decision-making rather than pursuing a sales-driven agenda.

Boise, Idaho

Moyett Tax & Bookkeeping Services LLC provides bookkeeping, payroll processing, tax preparation, and financial advisory services to small businesses and nonprofits in the Boise area. The firm offers tiered bookkeeping packages starting at $175 per month, with services including accounts payable/receivable management, bank reconciliation, payroll processing via Paylocity, QuickBooks, and Gusto, and quarterly tax management. Led by Jennie Moyett, who brings over 15 years of experience in nonprofit and small business operations, the team provides bilingual support in English and Spanish and serves clients in Ada and Canyon County through in-person or virtual meetings.

Boise, Idaho

Byron Financial Group is a financial services firm founded in 2000 by Andrew D. Byron, serving individuals and businesses in Idaho with customized financial advice. The firm offers fee-based financial planning services including portfolio analysis, asset allocation, tax strategies, retirement planning, and insurance needs assessment, along with educational workshops on topics such as Social Security, college funding, and retirement planning for both corporate and individual clients.

Boise, Idaho

Headwaters Wealth Management is a Boise-based firm founded by five partners with over 125 years of combined financial industry experience. The firm offers financial planning and investment management services, including trust services through LPL Financial's private trust affiliate, and employs a collaborative team approach where advisors work together to address client needs across wealth management and financial planning.

Boise, Idaho

Sarah Ellen Brown, Financial Advisor - S.e.brown+group is an investment advisory firm in Boise, Idaho. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Boise, Idaho

Legacy Wealth Management LLC is a fiduciary registered investment advisor based in Boise, Idaho, offering financial planning, investment management, and wealth management services. The firm operates with a team of advisors holding credentials including CFP®, CPA, ChFC®, and other professional designations, led by founder Pete Covino and co-leadership including Paul Hickey and Andy Rad. The firm structures its approach around helping clients establish financial goals and implement investment strategies aligned with their objectives.

Boise, Idaho

Clear Summit Financial, based in Boise, Idaho, focuses on retirement planning with an emphasis on capital preservation and lifetime income strategies. The firm offers educational seminars and consultations to help clients evaluate retirement income options and protection strategies, organizing complimentary dinner events and online webinars throughout the year. The firm's stated approach centers on three principles: prioritizing safety of principal, providing reasonable returns, and maintaining simplicity in retirement strategy design.

Boise, Idaho

Creative Planning is an investment advisory firm in Boise, Idaho. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Boise, Idaho

Independent RIA

Aspen Capital Management is an independent, fee-only registered investment advisor based in Boise, Idaho, serving clients nationally. The firm provides financial planning and investment management services, including retirement and estate planning, tax-efficient portfolio design, and behavioral coaching. Operating under a fiduciary standard with no commissions or product incentives, the firm employs an evidence-based investment approach grounded in academic research and emphasizes after-tax returns through low-cost, globally diversified strategies.

Boise, Idaho

Tree City Advisors, founded in 2015 and based in Boise, Idaho, provides investment management and wealth management services operating under a fiduciary standard. The firm was established by Brian to serve clients with varying financial and life goals while avoiding product sales and conflicts of interest. The practice structures itself to prioritize client interests in its advisory approach.

Boise, Idaho

Heather Albert operates as a financial advisor with Eagle Strategies LLC in Boise, offering fee-based investment advisory services alongside commission-based insurance product sales through affiliations with New York Life Insurance Company and NYLIFE Securities LLC. The firm provides financial planning and investment management with a focus on retirement planning, and clients may engage for advisory services alone, product implementation, or both. The firm also assists with individual and group health insurance options through established carrier relationships.

Boise, Idaho

CliftonLarsonAllen Wealth Advisors, LLC is an SEC-registered investment advisor in Boise offering financial planning, investment management, and tax planning services. The firm serves business owners, family offices, individuals, and institutional clients, with advisors holding credentials including CFP, CFA, and CPA designations. The practice emphasizes coordinated wealth advisory through tax strategy analysis, estate planning guidance, and access to private investment opportunities across multiple asset classes.

Boise, Idaho

Caprock is a registered investment advisor based in Boise that serves ultra-high-net-worth individuals and families across Idaho and the Mountain West through multi-family office services. The firm, established in 2005, operates as an independent RIA deriving 100% of revenue from client fees and offers customized portfolio management encompassing public equities, private investments, and impact investing aligned with clients' specific values and objectives. Rather than applying standardized models, Caprock develops strategies addressing each family's complete financial picture, including balance sheet management and lifestyle considerations, with a stated emphasis on direct investment expertise and absence of conflicting sales incentives.

Boise, Idaho

Scratch Capital is a registered investment advisor in Boise, Idaho, serving business owners, high net worth individuals, and corporate executives across eight states. The firm offers investment management, tax and estate planning, and financial structure methodology, positioning itself as an independent fiduciary that collaborates with clients' CPAs and attorneys. The team includes Drew Lunt (Principal), Derek Jones (CFA, CAIA, CRPS), and Sam Tidd, with a stated focus on aligning assets with specific client goals and building resilient portfolios.

Boise, Idaho

Echelon Group is an investment advisory firm in Boise, Idaho. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 11 Google reviews.

Boise, Idaho

Miles Family Wealth Advisory of Raymond James is an investment advisory firm in Boise, Idaho. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Boise, Idaho

Fee-Only Independent RIA

Howe & Rusling Wealth Management is an independent, fee-only fiduciary RIA with a Boise branch led by Wealth Manager Eric Udvari, who holds CFP®, CPWA®, and AAMS® credentials. The firm provides financial planning and active investment management using stocks, bonds, and ETFs, incorporating tax-loss harvesting strategies and utilizing scenario analysis software to address client objectives. The team includes multiple CFP® professionals and leverages relationships with external specialists to address comprehensive financial concerns beyond their core expertise.

Boise, Idaho

Raymond James & Associates is an investment advisory firm in Boise, Idaho. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Caldwell, Idaho

Eric Boyum Inspire Advisors Northwest Group provides financial planning services with an approach rooted in Biblical principles and values-aligned investing. The firm, founded in 2007 by Eric Boyum (who holds the AAMS and CKA credentials), focuses on understanding each client's personal goals and values before developing customized financial plans covering areas such as wealth preservation, tax reduction, estate planning, and charitable giving. The practice emphasizes faith-based stewardship and intentional resource management aligned with clients' priorities and long-term objectives.

Caldwell, Idaho

Mainspring Wealth Advisors is a financial planning and wealth management firm based in Caldwell, Idaho, established in 2014. The firm offers integrated services spanning investment management, risk management, tax planning, and estate planning, organized around a structured planning process that begins with consultation and data gathering, moves through plan development and implementation, and includes ongoing review and monitoring. The firm serves clients across a range of financial planning needs and emphasizes a personalized approach that coordinates all financial components toward each client's goals.

Coeur d'Alene, Idaho

Mountain Financial is a financial planning firm in Coeur d'Alene, Idaho, led by Director of Financial Planning Josh Heikkila, who holds a Life Insurance license and is pursuing his ChFC designation. The firm works with individuals, families, and business owners on financial planning, income protection, life insurance, estate organization, and college planning, emphasizing education and transparency in client relationships. The team includes a Junior Financial Advisor with sales and insurance background, along with operations and administrative staff. Mountain Financial has received 5-star ratings across 60 Google reviews.

Coeur d'Alene, Idaho

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Coeur d'Alene, Idaho. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Coeur d'Alene, Idaho

Insurance-Based

Northwestern Mutual - Coeur D Alene is an insurance-based firm in Coeur d'Alene, Idaho. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Coeur d'Alene, Idaho

Tenacity Wealth Management is a fee-based advisory firm in Coeur d'Alene, Idaho serving business owners, professionals, and pre-retirees through investment management and wealth planning. The firm specializes in business succession planning, exit strategy roadmaps, retirement income distribution, tax-efficient wealth structuring, and risk management, with advisory services provided through affiliated Registered Investment Adviser CreativeOne Wealth, LLC. The firm also offers insurance and annuity products and operates under a fiduciary duty for advisory services and a best interest standard for insurance recommendations.

Coeur d'Alene, Idaho

Christine M. Schader, CFP®, ChFC®, and owner of The Financial Wealth & Wellness Center in Coeur d'Alene, offers financial planning services with particular expertise in retirement planning and investment management. Drawing on over 30 years in financial services, Schader employs a comprehensive approach that encompasses investments, insurance, estate planning, retirement income strategy, and cash flow analysis, working with individuals, families, and businesses. Her firm follows a three-step planning process: gathering detailed information about the client's situation and goals, prioritizing objectives into measurable milestones, and identifying specific insurance and financial products to address those objectives. The firm is supported by office manager Holly Chick and financial service professional Kayla Krasselt.

Eagle, Idaho

Eagle Financial Planning, based in Eagle, Idaho, offers financial planning services to families in the Treasure Valley and across more than 11 states. Greg McCall, a CFP® and Chartered Financial Consultant® with retirement income certification, founded the firm to provide fiduciary-based advice focused on tax efficiency and retirement clarity. The firm operates on a principle of straightforward guidance rather than product sales, serving clients seeking to navigate complex financial situations.

Eagle, Idaho

Campbell Courtright Group of Raymond James is an investment advisory firm in Eagle, Idaho. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Eagle, Idaho

Hopkins Wealth Management Group provides investment management and wealth management services to clients in Eagle, Idaho. The firm employs a holistic planning approach that integrates assets, asset allocation, liabilities, insurance, income tax planning, and legacy objectives into a coordinated financial strategy. Services include retirement planning and tax-efficient capital management structured around detailed client financial analysis and personalized recommendations.

Eagle, Idaho

Foothills Capital Management is a registered investment advisory firm based in Eagle, Idaho that operates as an independent fiduciary. The firm provides customized portfolio management, relationship-based financial planning, employee benefit and pension consulting, and wealth management services for individual and institutional investors. FCM structures its financial planning around a systematic process that includes goal analysis, detailed recommendations across investment, insurance, tax, and retirement planning, and ongoing periodic reviews.

Eagle, Idaho

Schindler Wealth Management is an investment advisory firm in Eagle, Idaho. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Eagle, Idaho

OnePoint BFG Wealth Partners, based in Eagle, Idaho, offers financial planning and investment management services to families, tech executives, retirees, and business owners. The firm is led by Sean, a CFP® with over seven years of experience, and supported by a team including Sjoerd, who holds a CFA designation and directs trading and unified managed accounts, and Stephanie, who specializes in retirement plan consulting. The firm also provides life coaching services through Marlene, a certified coach with the International Coaching Federation.

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.

Hayden, Idaho

Eldon Larson operates as an investment advisor with Primerica Financial Services in Hayden, Idaho. The practice offers financial needs analysis and educational resources on financial fundamentals, along with information about business opportunities. Product and service availability varies by state and is subject to licensing requirements.

Hayden, Idaho

Tier 1 Financial is a locally owned, family-operated advisory firm based in Hayden, Idaho, serving pre-retirees, retirees, and business owners across Northern Idaho and Eastern Washington. The firm specializes in retirement income planning, tax strategy, wealth preservation, and legacy planning, employing an education-first process that coordinates investments, tax considerations, and long-term goals into a single strategy. Founder Jarrod Arnold, a published author on retirement readiness, leads an approach centered on personalized guidance rather than standardized planning. The firm works with clients to clarify decisions around Social Security, healthcare costs, and income generation during retirement.

Idaho Falls, Idaho

Teton Wealth Management (LPL Financial) is an investment advisory firm in Idaho Falls, Idaho. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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.

Meridian, Idaho

Freedom Private Wealth is a retirement planning firm in Meridian, Idaho founded by Matt Rowley. The firm serves clients approaching or already in retirement using a four-step planning process called the Freedom Effect, which includes exploration, evaluation, enhancement, and experience phases. Rowley, who transitioned to independent advising in 2017 after service in the U.S. Air Force, holds an A+ rating from the National Ethics Association and Better Business Bureau.

Meridian, Idaho

Treasure Valley Financial Planning is a fiduciary financial advisor based in Meridian, Idaho that integrates retirement planning, tax strategy, investment management, estate planning, and wealth management through a coordinated family office approach. The firm works with clients through a structured process—beginning with discovery to understand values and goals, moving into plan foundation and design, and continuing with ongoing adjustments as life circumstances change. Services include retirement income optimization, advanced tax planning, estate strategy alignment, and investment management, with a focus on coordinating recommendations across multiple professional disciplines rather than addressing each area in isolation.

Meridian, Idaho

Monroe & Associates LLC, operating as Primerica Financial Services in Meridian, Idaho, is led by Michael Monroe (owner and Investment Adviser Representative since 2007) and staffed by multiple Investment Adviser Representatives including Tim Hare, Wendy Larson, Hannah Evans, Hannah Seyer, and Micah Wood. The firm works with families and business owners on financial planning, retirement strategies, investment management, and asset preservation, with several team members holding backgrounds in real estate, business administration, and financial management. The firm has received 5-star ratings from 176 Google reviews.

Nampa, Idaho

Insurance-Based

Northwestern Mutual is an insurance-based firm in Nampa, Idaho. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. It holds a 4.5-star rating from 8 Google reviews.

Nampa, Idaho

Roundstone Wealth Management provides investment management and wealth management services to clients in Nampa, Idaho. The firm emphasizes a team-based approach and prioritizes understanding each client's personal situation, objectives, and risk tolerance before developing strategies. The firm focuses on building long-term client relationships grounded in open communication.

Pocatello, Idaho

Bright Star Financial Advisors is an investment advisory firm in Pocatello, Idaho. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Pocatello, Idaho

Evergreen Financial Partners is a fiduciary-based wealth management firm serving clients in Idaho with expertise in financial planning, retirement planning, estate planning, investment management, and life insurance analysis. The firm emphasizes personalized guidance based on individual goals and risk tolerance, with a stated commitment to building long-term client relationships through open communication.

Pocatello, Idaho

Matterhorn Financial Planning is a fee-only advisory firm in Pocatello, Idaho, offering financial planning, investment management, and tax planning services. The principal is a CFP®, CPA, and RLP with over 20 years of experience, including background with major firms and ultra-high-net-worth family offices. The firm charges hourly or flat fees with no asset-based charges or account minimums, maintains no custody of client assets, and integrates tax planning and life-centered goal-setting into its advisory process.

Pocatello, Idaho

Merit Financial Advisors is an investment advisory firm in Pocatello, Idaho. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Priest River, Idaho

Elizabeth Glazier operates as a financial advisor affiliated with LPL Financial in Priest River, Idaho, holding Series 7, Series 66, and life and variable insurance licenses. She offers retirement planning, education savings strategies, income planning, life insurance, and debt payoff services. Her stated approach emphasizes acting as a financial partner aligned with clients' interests. She is active in local community organizations including the Priest River Chamber of Commerce and Rotary Club.

Sandpoint, Idaho

Fee-Based

Scott Tally operates Legacy Financial Group, Ltd. in Sandpoint, Idaho, providing financial planning, investment management, retirement planning, and insurance analysis on a fee-based model while acting as a fiduciary. The firm specializes in insurance planning, wealth management, and retirement strategy, and works with affiliated entities including Eagle Strategies LLC (a registered investment adviser) to deliver customized investment solutions and holistic planning across asset protection, tax planning, estate planning, and income protection.