Fiduciary advisors in Eagle, ID

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

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

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

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

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.

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.