Best Financial Advisors in Meridian, 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.

Monroe & Associates LLC is a financial services firm operating under Primerica Financial Services, offering comprehensive financial planning, investment management, and insurance solutions to families and individuals throughout the Meridian area. The team provides personalized guidance on retirement planning, wealth building, and protection strategies tailored to each client's goals. They combine professional financial advice with a focus on long-term client relationships and financial education.

Legacy Insurance and Financial Services is a local Mountain West brokerage specializing in comprehensive retirement planning, Medicare optimization, and wealth protection for pre-retirees and retirees. The team of licensed specialists provides personalized, face-to-face guidance on Social Security strategies, retirement income planning, health insurance, life insurance, assisted care planning, and debt elimination. They differentiate themselves through direct access to specialists (not call centers), a master brokerage network accessing 130+ carriers and 300+ plans, and long-term partnership beyond initial 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.

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.

Adam Duchek is a Primerica Financial Representative serving Meridian and surrounding Idaho communities. He offers comprehensive financial services including term life insurance, investments and savings accounts, mortgage loans, auto and home insurance referrals, identity theft protection, and pre-paid legal services. Adam conducts Financial Needs Analysis to develop personalized strategies covering income protection, retirement planning, debt solutions, and education funding.

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.

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.

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.

Castle Peak Financial is an independent financial advisory firm located in Meridian, Idaho, serving clients throughout the Boise area. They provide comprehensive financial planning and investment management services tailored to help individuals and families build and preserve wealth. Their team works closely with clients to develop personalized strategies aligned with long-term financial goals.

Andrew Hale is a financial advisor with Ameriprise Financial Services in Meridian, Idaho, offering comprehensive financial planning and investment management services. With credentials including AAMS (Accredited Asset Management Specialist), AIF (Accredited Investment Fiduciary), and expertise in retirement planning, estate planning, and wealth management, he provides personalized one-on-one financial advice based on individual goals and needs. Clients receive ongoing portfolio reviews, access to digital investment tools, and guidance on building diversified investment strategies tailored to their financial situation.

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.

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.

Roundstone Wealth Management is an independent financial advisory firm serving the Nampa area and surrounding communities. They provide comprehensive wealth management services including investment management, retirement planning, and personalized financial strategies designed to help clients build and preserve wealth. Their team takes a consultative approach to understand each client's unique financial goals and circumstances.

Randall Dorvin is a Financial Advisor with Edward Jones in Meridian, specializing in wealth strategies, retirement planning, and estate & legacy planning. He works with military professionals, veterans, and families to develop comprehensive financial strategies tailored to their needs. His focus areas include retirement savings and income strategies, intergenerational planning, and major financial life events.

Trillium Financial Group, formerly SagePoint Financial, is an independent financial advisory firm based in Meridian serving central Idaho. They provide comprehensive financial planning, investment management, and retirement planning services to help clients build and preserve wealth. The team works closely with each client to develop personalized strategies aligned with their unique financial goals.

Edward Jones Financial Advisor Lamar B Settlemires provides personalized financial planning and investment management services to individuals and families in the Meridian area. With a focus on long-term wealth building and retirement planning, Lamar works with clients to develop comprehensive financial strategies tailored to their goals and circumstances. As part of the Edward Jones network, this office combines local, one-on-one advisory with the resources and research of a national financial services firm.

Edward Jones financial advisor Calvin Barrett, CFP®, CPWA®, and AAMS®, provides personalized financial planning and investment management services to individuals and families in the Meridian area. With advanced certifications in financial planning and wealth management, Calvin helps clients build comprehensive financial strategies tailored to their goals, whether saving for retirement, education, or major life events. As part of Edward Jones, a trusted national firm with local presence, Calvin combines personalized service with institutional resources.

Paradigm Wealth Services is a financial advisory firm based in Meridian, Idaho, helping clients build and manage their wealth through personalized financial planning and investment strategies. The team works with individuals and families to develop comprehensive financial plans aligned with their goals, offering guidance on investment management, retirement planning, and overall wealth strategy. They focus on building long-term client relationships and providing thoughtful, personalized advice.

Davis Wealth Management is a financial advisory firm based in Meridian, Idaho, serving clients throughout the Boise area. They provide comprehensive wealth management services designed to help clients build and protect their financial futures through personalized planning and investment strategies.

Fulcrum Wealth Management Group is an Ameriprise Financial Services office in Boise providing comprehensive wealth management, investment management, retirement planning, and financial advisory services. As part of Ameriprise's network, they offer personalized financial strategies tailored to individual client goals, helping clients build and protect their wealth across multiple life stages.