Best Financial Advisors in Twin Falls, Idaho

Elevant Wealth is a fee-only fiduciary wealth management firm in Twin Falls, Idaho, led by advisors who specialize in serving business owners, executives, and families navigating complex financial transitions. The firm offers comprehensive financial planning, investment management, tax-smart strategies, and retirement planning with a focus on coordinating all aspects of a client's financial life. As an independent registered investment advisor, Elevant operates solely in clients' best interests without commissions or product sales.

Waddell & Reed Twin Falls is a local financial advisory practice serving Southern Idaho families and businesses with comprehensive wealth management services. With a 4.6-star rating from 18 Google reviews, this office provides personalized investment strategies, retirement planning, and estate planning guidance. Located on Eastland Drive in Twin Falls, the practice combines the resources of a national firm with the personal attention of local advisors who understand the unique financial needs of Idaho communities.

Mark L Martin is an AAMS®-certified financial advisor with Edward Jones in Twin Falls, serving clients with $250,000 or more to invest. He specializes in retirement planning, investment management, estate and legacy strategies, and business financial planning for entrepreneurs, business owners, and military professionals. Mark offers personalized financial guidance through introductory consultations and ongoing strategy reviews to help clients build comprehensive financial plans.

Capricorn Financial Strategies is an independent financial advisory firm serving Twin Falls and the surrounding region. They provide comprehensive financial planning and investment management services to help clients build and preserve wealth. The firm is committed to personalized guidance tailored to each client's unique financial goals and circumstances.

D.L. Evans Investment Services, operating through Cetera Investment Services, provides comprehensive financial planning and investment management to residents of Idaho and Utah. Their team of fiduciary financial advisors offers retirement planning, tax mitigation strategies, investment portfolio management, debt reduction guidance, and estate planning services tailored to individual client needs. They specialize in helping clients navigate financial decisions with less stress by customizing solutions to match each person's unique financial journey.

LPL Financial in Twin Falls is a full-service financial advisory firm offering comprehensive wealth management, investment management, retirement planning, and financial advisory services to individuals and families. As part of LPL Financial, the nation's largest independent broker-dealer, they combine personalized guidance with access to a broad range of investment products and strategies. Their advisors work to help clients build and preserve wealth through customized financial plans tailored to individual goals.

Lynn R Hansen is a CFP® and AAMS® certified financial advisor at Edward Jones in Twin Falls, serving clients with comprehensive financial planning including retirement savings and income strategies, business retirement plans, estate and legacy planning, divorce finances, and wealth management strategies. With professional certifications and a collaborative team approach, Hansen provides personalized financial guidance to help clients navigate major life events and build long-term financial security.

World Financial Group is a financial advisory firm based in Twin Falls, Idaho, offering personalized financial planning and advisory services to individuals and families in the region. With a focus on comprehensive wealth management, they help clients navigate investment decisions and long-term financial goals. The firm serves the Twin Falls community with professional financial guidance.

Amy McMurdie is a CFP-certified financial advisor with Balanced Rock Financial Group, an Ameriprise Financial Services practice in Twin Falls, ID. With 26 years of experience, she provides comprehensive financial planning including retirement planning, investment management, estate planning, wealth preservation, education savings, and domestic partner planning. Her multiple professional certifications (CFP, CRPC, AIF, AWMA, and others) demonstrate expertise in fiduciary practices and personalized wealth management for individuals and families.

Jeffrey Freckleton is a Financial Advisor at Edward Jones in Twin Falls, ID, specializing in retirement savings strategies, wealth strategies, retirement income planning, and portfolio reviews. He also serves business owners and farmers/ranchers with business retirement plans and comprehensive financial planning. With a focus on personalized service, Jeffrey works with clients to develop strategies aligned with their financial goals and major life events.

Trevor S Tarter is an AAMS®-certified Financial Advisor at Edward Jones in Twin Falls, serving individual investors with comprehensive financial planning and investment management. With support from experienced branch administrators, Trevor helps clients develop personalized financial strategies, open investment accounts, and navigate major life financial events. Edward Jones provides a full range of financial advisory services designed to help clients work toward their long-term financial goals.

Layne Financial, a Northwestern Mutual agency in Twin Falls, provides comprehensive financial planning and insurance solutions including life insurance, disability insurance, and investment management. The firm works with individuals and families to build customized financial strategies that align with their long-term goals. As part of Northwestern Mutual's network, they combine personalized advisory services with access to a range of financial products and planning tools.

Sarah L Kain, AAMS®, is a financial advisor at Edward Jones in Twin Falls, ID, specializing in wealth strategies, retirement savings planning, business retirement plans, and estate & legacy strategies. She works with clients to develop comprehensive financial plans tailored to their goals and life circumstances, offering both in-person and web conferencing consultations.

Rob Sturgill is a CFP® and AAMS® certified financial advisor with Edward Jones in Twin Falls, Idaho, specializing in wealth strategies, retirement planning, estate & legacy strategies, and portfolio reviews. He helps clients develop comprehensive financial plans tailored to their specific goals and life events, with a focus on retirement income and savings strategies.

Avera Capital Wealth Management specializes in comprehensive financial planning with a focus on retirement income planning, estate planning, investment management, and executive compensation strategies. Led by advisors Adam Camacho, Alex Maurer, Nicholas Daniel, and Andy Rhoads, the firm uses a consultative approach to help clients build personalized financial plans covering home ownership, education funding, and stress-free retirement. They take a long-term view of wealth creation and preservation through diversified investment strategies.

William L Stevens is an AAMS®-certified financial advisor at Edward Jones in Twin Falls, Idaho, specializing in retirement savings strategies, estate and legacy planning, portfolio reviews, business retirement plans, and charitable giving. As part of the Edward Jones network, he provides personalized financial guidance to help clients build comprehensive strategies tailored to their specific goals and life stages.

Raymond James & Associates in Twin Falls is a full-service financial advisory firm offering investment management, retirement planning, wealth management, and financial advisory services to individuals and businesses. As part of the nationally recognized Raymond James network, they combine personalized advice with comprehensive financial solutions, serving clients throughout the Twin Falls area and beyond.

Zions Bank Twin Falls Eastland Branch is a full-service bank offering personal checking and savings accounts, mortgages (including FHA, VA, and jumbo loans), auto loans, personal loans, credit cards, and insurance services. As part of Zions Bancorporation, a regional banking leader, this branch provides FDIC-insured deposit products, digital banking tools including mobile banking and bill pay, and comprehensive lending solutions for customers throughout Twin Falls and surrounding areas.

Wells Fargo Advisors provides comprehensive financial advisory services including investment management, retirement planning, and wealth management solutions. As part of the Wells Fargo network, they serve individual investors and families in the Twin Falls area seeking professional guidance on building and protecting their financial futures.

Strategic Financial Group is a Twin Falls-based investment advisory firm founded in 2013, serving individuals, businesses, and families with comprehensive financial planning. Led by experienced advisors, they specialize in retirement planning, investment management, Medicare and Social Security optimization, life insurance, and employee benefit planning. As a Registered Investment Adviser operating under a fiduciary standard, they provide transparent, fee-based advisory services with data-driven investment decisions.

Snelson Financial Group, operating as Strategic Financial Group and a division of Clear Creek Financial Management LLC, is a Registered Investment Adviser founded by Dave Snelson (AIF®, RSSA, CLTC) with over 25 years in financial services. The firm offers comprehensive financial advisory services including investment management, retirement planning, and Medicare/insurance specialization through team members like Kelley King. Dave's entrepreneurial background spanning 37 years combined with deep community involvement in Twin Falls makes them a locally rooted firm focused on helping clients achieve financial independence and the American Dream.

U.S. Bancorp Advisors in Twin Falls is part of the U.S. Bank Wealth Management division, offering comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies. With access to U.S. Bank's institutional resources and a team of advisors in Twin Falls, they serve individuals and families looking to grow and protect their assets through personalized financial planning.

Dean E Seibel is a financial advisor at Edward Jones in Twin Falls, ID, specializing in retirement planning, investment management, estate planning, and wealth strategies. As an AAMS® (Accredited Asset Management Specialist), he works with clients on retirement income and savings strategies, college savings, charitable giving, and legacy planning. Edward Jones advisors typically build long-term relationships with individual investors seeking comprehensive financial guidance.

Elevation Wealth Planning is an independent financial advisory firm serving the Twin Falls area, offering comprehensive wealth management and financial planning services. They work with individuals and families to develop personalized strategies for building and protecting their financial futures. Their team focuses on understanding each client's unique goals and circumstances to provide tailored guidance.

Northwestern Mutual is a financial services company offering comprehensive wealth management and financial planning services through its network of financial advisors. The company specializes in life insurance, investment management, retirement planning, and estate planning solutions tailored to individual clients' financial goals. Northwestern Mutual advisors in the Twin Falls area work with clients to build personalized financial strategies designed for long-term security and wealth accumulation.

Jeanne Lappin is a financial advisor with Thrivent, a Fortune 500 financial services company specializing in helping individuals and families build financial security. She offers comprehensive financial planning services including investment management, retirement planning, and insurance solutions tailored to her clients' long-term goals. Thrivent combines financial expertise with a commitment to helping clients make confident financial decisions.

Kimball Wealth Management is an independent financial advisory firm serving the Filer, Idaho area and surrounding communities. They provide comprehensive financial planning and investment management services to help clients build and preserve wealth. The firm focuses on personalized strategies tailored to individual financial goals and circumstances.

Thrivent Financial is a member-owned financial services organization offering comprehensive financial planning, investment management, insurance products, and retirement planning services. With a focus on helping members build financial security and make a positive impact, Thrivent combines personalized advisory services with a range of financial products tailored to individual goals and values.