Best Financial Advisors in Boise

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SmartAdvisor by SmartAsset logo
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Free consultation

SmartAdvisor by SmartAsset

Boise, ID

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

Concierge Legacy Advisors logo
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Concierge Legacy Advisors

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

Business Description

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.

Figure 8 Investment Strategies logo
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Figure 8 Investment Strategies

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

Business Description

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Idaho Medical Association Financial Services logo
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Idaho Medical Association Financial Services

305 West Jefferson Street, Boise, ID 83702
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

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.
5.0
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Inspire Wealth Partners logo
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Inspire Wealth Partners

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

Business Description

Inspire Wealth Partners is a financial advisory firm offering its services to clients in Nampa. 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)
Mountain Pacific Investment Advisers, Inc logo
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Mountain Pacific Investment Advisers, Inc

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

Business Description

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
Peggy L. Farnworth, CPA, CFP logo
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Peggy L. Farnworth, CPA, CFP

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

Business Description

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

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.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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Petso Financial Consultants, LLC logo
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Petso Financial Consultants, LLC

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

Business Description

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.
4.9

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
Table Rock Financial Planning logo
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Table Rock Financial Planning

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

Business Description

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
The Helmstar Group logo
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The Helmstar Group

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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