Fiduciary advisors in Meridian, ID

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

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.

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

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.