Next Level Wealth Planning

Next Level Wealth Planning is a fee-only fiduciary financial advisory firm in Meridian serving the Treasure Valley and clients globally. Led by CFP-certified advisors Jake McCarney and Mike Aboussie, they specialize in comprehensive wealth management and retirement income planning for clients with $500,000+ in assets. Their philosophy emphasizes simplicity over complexity, helping clients align investments with goals, plan for retirement, and reduce financial stress so they can focus on what matters most.