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Best Financial Advisors in Boise

2024

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Providers

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Website
Boise, ID
  • Estate Planning
  • Cash Flow & Budget Analysis
  • Retirement Planning
  • Private Wealth Advisor

Why choose this provider?

Harris Financial Advisors works with clients in Boise who needs financial planning and investment guidance. It employs a team approach when reviewing and making plans for a person's retirement, estate plan, cash flow, and investment portfolio. It offers a selection of services, such as investment asset allocation guidance, account consolidation, estate and legacy planning, account establishment, and corporate retirement plan review. Senior partner and financial advisor Phil Harris has been in the industry for over 20 years.

License Verified:

License: 170602

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

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SmartAdvisor by SmartAsset

Boise, ID
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
250 South 5th Street, Boise, ID 83702
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Established in 2005, The Helmstar Group provides wealth management strategies to individuals, families, institutions, and non-profits in the Boise metro. The business assists its clients in achieving financial independence through its wealth clarifying process and by providing strategic philanthropic planning solutions. Clients can align both their financial and life plans using the company's propriety discovery board, a tool that gives financial clarity. The other wealth management services available include asset allocation, custom portfolio design, risk management, and asset protection strategies.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1410 West Washington Street, Boise, ID 83702
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Figure 8 Investment Strategies has been providing comprehensive financial planning solutions in Boise since 2016. It uses a personalized approach and prioritizes its clients' financial and social goals when handling wealth matters. Its financial planning process also determines clients' goals for their children's education, charitable giving, estate planning, family support, and retirement. Figure 8 Investment Strategies has team members who can speak eight languages and have over 60 years of collective financial industry experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
3597 East Monarch Sky Lane, Meridian, ID 83646
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

Concierge Legacy Advisors offers financial advice and guidance to individuals, multi-generational families, and business owners in Boise and neighboring areas. The firm enlists the help of attorneys, accountants, real estate specialists, and other experts to provide clients with personalized solutions for their financial management needs. Some of the firm's services include risk management and investment advice services and use of a four-phase process to help clients achieve their unique financial goals. Principal owner R. Aaron Seehawer is a Certified Financial Planner.

Website
1405 West Main Street, Boise, ID 83702
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Petso Financial Consultants, LLC, is a full-service investment advisory firm operating in Boise. It offers a wide range of services including financial planning, tax management, estate conservation, college funding, and charitable giving. Its team of financial advisors collaborates with other industry professionals to tackle different fields such as estate planning, mortgages, tax, and insurance. The firm's founder, David Petso, has been working in the industry for over 35 years. Aside from hosting a live radio program, he also appears on KTVB's morning news frequently.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
877 West Main Street, Boise, ID 83702
  • Certified Financial Planner (CFP)

Why choose this provider?

Mountain Pacific Investment Advisers Inc. is an independent investment advisory firm located in Boise. The company centers on mid-capitalization growth stocks with a value orientation and conducts in-house research to select common stocks for long-term appreciation. The firm grants its clients customized resolutions to assist them with their investment goals. Its team of professionals has been serving individuals, corporations, trusts, and estates for more than 40 years. They are well-versed in investment management, commercial banking, accounting, and operations.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
800 W. Main Street, Suite 1460, Boise, ID 83702
  • Certified Financial Planner (CFP)

Why choose this provider?

Inspire Wealth Partners is a financial advisory firm offering its services to clients in Boise. It provides a full range of financial planning and investment management services, including portfolio management, risk management, tax minimizing, life insurance needs analysis, and retirement planning. It offers its services particularly to working professionals, retiring or retired individuals, people who have had unexpected life events, and small-business owners. Matt Cooley, the firm's founder, is a Certified Financial Planner that has prepared more than 200 financial plans for his clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Website
670 E. Riverpark Lane, Boise, ID 83705
  • Retirement Planning

Why choose this provider?

Peggy L. Farnworth, CPA, CFP, is a financial advisor and retirement coach based in Boise. She has helped hundreds of individuals and families prepare for their future by creating personalized financial plans that take their goals and lifestyles into consideration. Peggy guides clients starting from the pre-retirement planning stage, leaving room for the unexpected and possible major life changes. She also offers estate planning services, assisting clients in determining what assets should be passed on to their loved ones or even to charities.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
305 West Jefferson Street, Boise, ID 83702
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Idaho Medical Association Financial Services provides comprehensive wealth management services to medical professionals in Boise and nearby areas. The independent fiduciary firm offers various services, such as investment, tax, insurance, retirement planning, asset management, and 401K plans. Financial advisors can discuss options and create a personalized plan to track the clients' financial goals and progress and make changes as needed. Additionally, Idaho Medical Association Financial Services offers financial management internship and scholarship programs to college students.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
5.0 / 5 (8)
Facebook
5.0 / 5 (2)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
950 West Bannock Street, Boise, ID 83702
  • Certified Financial Planner (CFP)

Why choose this provider?

Table Rock Financial Planning is an RIA firm that provides independent wealth management advice to residents of Boise and the state's southwest. A Garrett Planning Network member, the firm handles every aspect of financial planning, from establishing goals to creating long-term plans. Clients can choose from ongoing financial planning help, strategies for one project, or a one-time consultation. The firm is led by Rick Boss, a financial advisor with over two decades of experience in the industry and is a Certified Financial Planner.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the common ways financial advisors in Boise charge their clients?

    In Boise, financial advisors charge their clients an hourly rate, fixed fee, commissions, or performance-based fees. Some financial advisors calculate their fees based on the amount of assets under management. They often charge around $100 to $300 per hour. They may also require flat fees ranging from $2,000 to $7,000 per year.

  • When should you get a financial advisor in Boise?

    You should get a financial advisor in Boise when you need advice on managing your finances and other assets. Financial advisors can help you plan for your long-term financial goals. They can also aid you in planning on saving up for your children's college education. Additionally, they can assist you in dealing with investments in bonds, stocks, or other securities.

  • What are the benefits of working with a Boise financial advisor?

    Working with financial advisors in Boise can be advantageous as they can help you identify diversified investment products. Another advantage is that financial advisors can help you start investing, pay off debt, and create an emergency fund. Additionally, they can provide professional financial advice to assist you in making informed financial decisions.

  • How often should you meet with a financial advisor in Boise?

    It is generally advisable to meet a financial advisor in Boise at least once a year. This enables financial advisors to help you review your financial strategies as your living conditions change. Commonly, these reviews can be done through video calls or in person. Financial advisors may also send updates through text or email.

  • What products do financial advisors sell in Boise?

    In general, Boise financial advisors sell insurance products like fixed annuities and life insurance. They also offer investment products, such as stocks, bonds, mutual funds, IRAs, and real estate investment trusts. Additionally, they provide financial planning services, including portfolio design, retirement planning, college funding, estate planning, and investment advisory.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.