Laurels

Best Financial Advisors in Boise
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Boise Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 59 40 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Concierge Legacy Advisors

Concierge Legacy Advisors is a Boise-based financial planning company with a team of experts across multiple industries. The firm focuses on wealth management, estate preparation, risk management, and investing in uncertain markets. Its typical clients are multi-generational families and business owners throughout the United States. The two managing principals have over three decades of combined financial services and risk management industry experience. As a registered investment advisor in Idaho, the firm offers a wide range of services, and it partners with Concierge Risk Management to meet the insurance needs of businesses and individuals. The firm provides clients with customized financial strategies to meet their unique investment goals.

Boise, ID 83702

Website

Figure 8 Investment Strategies

Figure 8 Investment Strategies is a registered investment advisor that provides independent investment advice to Boise clients. The firm's overall aim is to create socially-conscious, sustainable solutions for investors. This means advocating for finance to be inclusive to all. Its typical clients include nonprofit organizations, families, and individuals seeking a long-term relationship with a financial advisor. The company offers investment management with a global network of options and strategies for clients to use their wealth for environmental and social purposes. Its clients also receive personalized financial plans that streamline all aspects of their financial health into long-term goals. Its team of advisors spans four continents, eight languages, and over six decades of financial industry experience.

Boise, ID 83702

Website

Financial Educators of Idaho

Financial Educators of Idaho, also known as the Byron Financial Group, is a financial advisory firm that provides educational resources and planning solutions to clients. Founded in 2000, the company serves businesses and individuals in Idaho. It provides large corporations and organizations with access to educational programs for their members and employees, and it has one-on-one educational resources available. The firm's financial planning services include a portfolio analysis, retirement plan analysis, insurance needs analysis, and educational needs analysis. If a client's current plan is lacking or flawed, the firm creates tax allocation and asset allocation strategies to meet their long-term financial goals.

Boise, ID 83702

Website

Idaho Medical Association Financial Services

Idaho Medical Association Financial Services is a group of financial advisors that focuses on managing the wealth of Idaho medical professionals. The organization is headed by president Martin Watkins, an advisor with more than two decades of experience advising organizations and individuals regarding their finances. The group's goal is to address each important aspect of a client's financial health. Medical professionals have access to a suite of retirement planning, insurance planning, estate planning, and investment planning services. For those who want to invest and grow their assets, the wealth management services provide solutions. There are also tax planning strategies to alleviate a person's yearly tax burden over time.

Boise, ID 83702

Website

Mountain Pacific Investment Advisers

Mountain Pacific Investment Advisers is a registered investment adviser that offers independent advice to clients in the Boise area. The firm focuses on the long-term growth of client assets through intelligent investment strategies. Company principal William Palumbo has been with Mountain Pacific since 1983. Every client receives a customized investment plan based on their individual needs. The process begins when the firm determines the client's investment history, long-term goals, risk tolerance, and personal background. The firm then uses this data to develop an asset allocation strategy with a customized portfolio.

Boise, ID 83702

Website

Peggy L. Farnworth CPA CFP CSA

Peggy L Farnworth, CPA, CFP, CSA is a Boise-based investment advisor and broker with over thirty years of experience in providing financial planning and management services. She offers account setup and management services for multiple financial products including stocks, bonds, mutual funds, and insurance for her clients through KMS Financial Services, Inc. As a trained behavioral finance planner and retirement coach, Peggy Farnworth is passionate about helping people pursue their financial goals. She specializes in guiding clients to be mentally and financially ready for life transitions such as retirement, divorce, and bereavement. Peggy Farnworth is licensed in Idaho, Colorado, Arizona, New Mexico, Washington, Michigan and Louisiana.

Boise, ID 83705

Website

Rocky Mountain Wealth Management, LLC

Rocky Mountain Wealth Management, LLC is run by Brian Cook, a financial consultant and certified wealth strategist serving the Boise area. Brian has been advising clients since 1993 with additional experience managing a brokerage office. He is an investment adviser representative of the Commonwealth Financial Network. The company's alliance with Commonwealth Financial Network and National Financial Services allows clients a broader network of options and expertise. Clients receive a customized investment portfolio designed to meet their long-term goals. After implementing the strategy, the firm manages and monitors the growth. There are regular reviews to make sure no modifications are necessary.

Boise, ID 83702

Website

Table Rock Financial Planning

Table Rock Financial Planning is an RIA firm that provides independent financial planning advice to residents in Southwest Idaho and Boise. The firm is a member of the Garrett Planning Network. Clients can choose from ongoing financial planning help, strategies for one project, or a one-time consultation. Table Rock is run by CFP Rick Boss, a financial advisor with more than two decades of experience in marketing and finance positions. He transferred into the financial services industry in 2007. The firm handles every aspect of financial planning from establishing goals to creating long-term plans. Each plan addresses areas like cash flow, debt management, retirement planning, and tax management. The company also offers investment management services to help clients meet their goals.

Boise, ID 83702

Website

The Helmstar Group

The Helmstar Group is a team of financial experts serving clients in the Boise area. Typical clients include institutions, nonprofits, and individuals. The financial professionals have more than five decades of combined industry experience. Clients have access to a host of integrated financial planning and wealth management strategies. The firm creates plans to help clients achieve financial independence, along with retirement and estate plans. Each strategy utilizes a customized portfolio design and investment management services. The company's tax experts help minimize taxes over time through a tax-efficient portfolio. Clients also receive strategic philanthropic planning solutions.

Boise, ID 83702

Website

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