Best Financial Advisors in Boise, Idaho

Treasure Valley Financial Planning is a Boise-area financial planning firm specializing in retirement planning for those nearing or already in retirement. Led by CFP-certified advisors including David Morrison and EuGene Delrosa, they offer a comprehensive "TVFP 360 Model" covering wealth management, retirement income planning, estate planning, tax strategy, and risk management. Unlike traditional wealth-only advisors, they take a holistic approach designed to help clients "retire confidently and stay confidently retired" through personalized planning and ongoing advisory relationships.

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.

Bryant T Albi is a financial advisor at Edward Jones in Meridian, specializing in wealth strategies, retirement income planning, estate and legacy strategies, and business retirement plans. With certifications as an Accredited Behavioral Finance Professional (ABFP®) and Accredited Asset Management Specialist (AAMS®), he works with healthcare professionals, business owners, and corporate executives to build comprehensive financial strategies. Edward Jones provides personalized investment management, retirement planning, and financial guidance tailored to individual goals.

Freedom Private Wealth is an independent financial advisory firm based in Meridian serving high-net-worth individuals and families throughout Idaho. They specialize in comprehensive wealth management, investment strategy, retirement planning, and tax-efficient financial solutions tailored to each client's unique goals. The firm is committed to fiduciary standards and personalized service, working closely with clients to build and preserve wealth across multiple generations.

B.O.S.S. Retirement Solutions and Advisors is a financial advisory firm specializing in comprehensive retirement planning for individuals in Meridian and surrounding areas. Their team of CFP-certified advisors and investment professionals design personalized retirement strategies focused on maximizing income, minimizing taxes, optimizing Social Security benefits, and assessing risk to protect assets. They offer the B.O.S.S. Retirement Blueprint™ planning process, educational seminars, webinars, and free consultations to help clients build confident retirement plans.

White Cloud Wealth Management is a fee-only, fiduciary financial planning firm based in Meridian, Idaho, specializing in comprehensive financial planning for mid-career professionals earning $300k+ and pre-retirees/retirees with $800k+ in investable assets. Led by Certified Financial Planners since 2007, they create customized plans addressing retirement planning, investment management, tax strategies, and wealth coordination. They serve clients across the nation through in-person meetings in Meridian or virtual consultations.

Craig C Spanton is an independent financial advisor based in Boise offering personalized financial planning and investment management services. With a focus on comprehensive wealth strategy, Craig works with individuals and families to build customized financial plans tailored to their unique goals and circumstances. As an independent advisor, he provides unbiased guidance free from corporate constraints, prioritizing his clients' best interests.

Legacy Wealth Management is an independent, fiduciary-regulated investment advisor in Boise serving clients who want to build wealth, protect assets, and create generational impact. The team specializes in comprehensive financial planning and investment management, with a focus on helping clients experience the freedom to live their legacy. As fiduciaries, they are legally and ethically bound to act in your best interests.

Clear Summit Financial is a retirement planning firm based in Boise specializing in helping retirees protect their savings and establish guaranteed lifetime income. Founded by Evan Allen and Ethan Allen, the firm focuses on a straightforward approach centered on safety, simplicity, and reasonable returns—avoiding complex strategies and unnecessary products. They offer personalized retirement consultations, educational seminars with complimentary dinners, and financial vehicles designed to provide accumulation, growth, and principal protection for long-term security.

Twin Rivers Wealth Management, led by CFP® Dominick Anton, provides comprehensive wealth management and financial planning for high-income professionals and affluent families in Boise. The firm integrates investment management, retirement planning, tax optimization, education planning, risk management, and legacy strategies into a single cohesive financial plan. Dominick combines evidence-based investment strategies with personalized planning technology and collaborative partnerships with CPAs and attorneys to help clients align their wealth with their values and goals.

Sound Foundation Wealth Advisors is an independent wealth management firm founded by Nathan Downs and led by a team of certified financial advisors including CFP®, AIF®, and CRC® credentialed professionals. They provide custom financial planning, investment management, and wealth advisory services tailored to specific client groups including healthcare professionals, tech employees, university staff, and business owners. The firm emphasizes personalized advice, fiduciary responsibility, and eliminating conflicts of interest to help clients achieve long-term financial clarity and success.

Edward Jones financial advisor Jason Owens, AAMS®, provides personalized financial planning and investment management services to individuals and families in the Boise area. With a focus on understanding each client's unique goals and circumstances, Jason helps clients build and preserve wealth through tailored investment strategies, retirement planning, and comprehensive financial guidance. As part of the Edward Jones network, he combines local expertise with the resources of a nationally recognized firm.

Hawke Financial is an independent financial advisory firm in Meridian serving the Treasure Valley with comprehensive financial planning and investment management services. Led by experienced advisors, they specialize in helping clients build and protect wealth through personalized strategies tailored to individual goals and life stages. Their client-focused approach emphasizes long-term planning and transparent guidance.

Harris Financial Advisors is an independent financial advisory firm based in Meridian, serving the Boise area with comprehensive wealth management and financial planning services. The team provides personalized investment management, retirement planning, and financial strategy tailored to individual client needs. They focus on building long-term relationships with clients to help achieve their financial goals.

Boise River Financial Planning provides comprehensive financial planning and investment management services to individuals and families in the Boise area. Their team works with clients to develop personalized financial strategies covering retirement planning, investment management, and long-term wealth building. They focus on understanding each client's unique goals and circumstances to deliver tailored advice and ongoing portfolio management.

RCH Wealth Management is an independent financial advisory firm based in Eagle, Idaho, serving clients throughout the region with comprehensive wealth management services. Led by experienced advisors, they specialize in personalized financial planning, investment management, and retirement strategy tailored to individual client goals. RCH Wealth Management focuses on building long-term relationships and helping clients make informed decisions about their financial futures.

STRIVE Wealth & Protection Planning is an independent financial planning and insurance agency serving Meridian and the Boise area. They specialize in comprehensive wealth management, retirement planning, and insurance protection strategies tailored to individual and family needs. Their approach combines financial advisory services with insurance solutions to help clients build and protect their long-term financial goals.

Helmstar Wealth Management is an independent financial advisory firm located in downtown Boise that provides comprehensive wealth management, investment management, and financial planning services to individuals and families. Founded and operated by local financial professionals, they focus on personalized strategies tailored to each client's unique goals and circumstances. Their team works to help clients build and protect wealth through disciplined investment approaches and detailed financial planning.

Inspire Wealth Partners is a financial advisory firm based in Boise specializing in wealth management and financial planning for individuals and families. The team helps clients build and protect their wealth through personalized investment strategies, retirement planning, and comprehensive financial guidance tailored to their long-term goals.

Tailored Investment Planning, led by Rob Gerichs at Raymond James Financial Services, provides personalized investment management and financial planning services to individuals and families in the Eagle area. With a focus on customized strategies tailored to each client's unique goals and circumstances, they offer comprehensive wealth management solutions including retirement planning, investment portfolio management, and financial guidance. Their affiliation with Raymond James, a nationally recognized financial services firm, combines local expertise with institutional resources.