Best Financial Advisors in Eagle, 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.

Amplifi, led by entrepreneur and investor Braiden Shaw, is a wealth-building platform offering tiered financial education and mentorship. The business provides Amplifi Foundations—a structured 6-phase program with video lessons, templates, calculators, and weekly coaching calls for people beginning their wealth journey—and Growth Circle, an elite membership for high earners ($250K+) offering exclusive private-market investment deals and advanced wealth strategies. Beyond membership programs, Amplifi offers free interactive workshops on budgeting, tax strategy, and account optimization, plus content resources including podcasts, articles, and calculators designed to demystify wealth-building for everyday people.

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.

OnePoint BFG Wealth Partners, led by Sean McCarthy (CFP®, ChFC®, RICP®), provides comprehensive wealth management and financial planning services to families, executives, tech professionals, business owners, and retirees in the Boise area and nationwide. With over 7 years of experience, Sean specializes in stock-based wealth management, retirement planning, and navigating complex financial landscapes for high-level professionals and entrepreneurs. The firm combines personalized financial advisory with investment management, trading strategies, and institutional retirement services to help clients build confidence and achieve long-term financial goals.

Eagle Financial Planning, led by CFP Greg McCall, provides comprehensive retirement and financial planning for families with $1M+ in savings across the Treasure Valley and nationwide. The firm takes a full-spectrum approach—coordinating investments, tax strategy, estate planning, cash flow, and risk management into one integrated roadmap rather than focusing solely on portfolio management. As a fee-only fiduciary advisor, Greg prioritizes client interests over product sales and is known for personable, transparent guidance tailored to each family's goals and values.

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.

Summit Wealth & Retirement Partners is a financial planning firm serving successful families and individuals in Eagle, ID and the surrounding region. They specialize in comprehensive financial planning that integrates tax strategy and investment management, helping clients make confident decisions about their wealth. Operating with local expertise while backed by Charles Schwab's resources, they offer personalized guidance through face-to-face meetings.

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.

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.

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.

4C Financial Group is an independent financial advisory firm in Eagle with over 25 years of experience providing personalized investment and insurance planning. Their team of advisers specializes in investment management (stocks, bonds, mutual funds, ETFs, precious metals), insurance products (life, disability, annuities, long-term care, Medicare supplements), and custom financial strategies tailored to each client's goals. They emphasize candid, clear communication and competent advice grounded in real expertise.

Idaho Financial Group is an independent financial advisory firm serving the Boise Valley region from their Eagle office. They provide comprehensive financial planning and investment management services to help clients build and preserve wealth. Their team focuses on personalized strategies tailored to individual financial goals and circumstances.

Shoreline Financial Services is a comprehensive financial advisory firm in Eagle, Idaho specializing in retirement planning, annuities, and wealth management. They offer a full range of services including fixed and indexed annuities, life insurance, trusts, tax preparation, mortgages, and investment consulting. Their holistic approach combines in-house financial planners with specialized teams of tax advisors, trust attorneys, and mortgage specialists to help clients develop comprehensive financial strategies focused on retirement security and legacy protection.

Starlifter Wealth Management is an independent financial advisory firm serving Eagle and the Boise area with comprehensive wealth planning, investment management, and insurance solutions. The team specializes in helping clients build and protect their financial futures through personalized strategies tailored to individual goals and circumstances.

Progressive Wealth Management is a financial advisory firm in Eagle, ID specializing in comprehensive wealth management for high-net-worth professionals, including professional athletes, entrepreneurs, and top executives. Led by experienced financial professionals and former athletes, they offer investment planning, financial planning, insurance and risk management, estate planning, wealth transfer strategies, tax efficiency, benefits consulting, and charitable giving guidance. PWM takes a comprehensive approach to managing all aspects of their clients' financial lives with a focus on understanding the unique challenges faced by high-earning professionals.

Wise Money Tools is a wealth management firm specializing in tax-efficient strategies for high-income professionals and business owners. Founded by advisors with decades of financial industry experience, they focus on alternatives to traditional retirement accounts, emphasizing tax-free growth, accessible wealth, and protection from market volatility. Their approach leverages life insurance and infinite banking strategies to help clients build wealth on their own terms while minimizing tax burden and maintaining liquidity.

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.