Financial Advisors
Meridian, ID
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.
Ideal for: Affluent individuals approaching or in retirement, pre-retirees with significant assets, couples coordinating complex financial plans
Service area: Treasure Valley, Idaho and serving clients globally from Meridian
Fee-Only Fiduciary Structure: Operates as fee-only fiduciary advisors with no commissions, meaning their recommendations are always in clients' best interests without product incentives.
CFP-Certified Leadership: Two of four advisors hold CFP® (Certified Financial Planner) certification, with one also holding CIMA® (Certified Investment Management Analyst) designation.
Targeted Expertise: Specializes in serving pre-retirees and retirees with $500,000+ in assets, offering customized retirement income planning and comprehensive wealth management.
Address: 1817 N Lakes Pl Ste 150, Meridian, ID 83646
Phone: (208) 376-6949
Website: nlwealthplanning.com
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