Best Financial Advisors in Meridian

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.

Financial Planning Services, LLC, is a firm serving clients throughout Meridian. It assists customers in a wide range of investment, financial planning, and insurance matters, including retirement plans, estate plans, mutual funds, unit investment trusts, and disability income insurance. Owner Stan Mock, a CFP, is a member of the FINRA. He served as president of the International Association of Financial Professionals and was a recipient of the Edward R. Glennon Award of Excellence by the Boise Association of Insurance and Financial Advisors.

Idaho Financial Group helps families, individuals, and business owners in the Meridian metro. The company is an independent advisor that executes plans involving risk management and retirement planning for the clients. It offers assistance with asset allocation, estate planning, retirement income planning, investment reviews, and employee education planning. The firm monitors, adjusts, and executes concrete financial programs to help clients' achieve financial stability. Matt Shannahan, the head of the company, is a ChFC and AIF. He has 23 years of experience.

Integrity Financial serves individuals, families, and business owners in Meridian. The firm offers investment management, retirement planning, divorce planning, and small business planning services. It guides clients in developing plans based on their situations and in making informed decisions that allow them to achieve their financial goals. Its founder, Gretchen Brown, has received her Certified Financial Planner designation. She also helps clients customize insurance plans that protect their families in case of illness, disability, or death.

Marcheso & Associates Wealth Management is a financial planning firm that serves clients in Meridian and nearby areas. It assists clients in achieving their financial goals through financial and business planning. Its financial advisors provide products and services that cover annuities, alternative investments, and wealth management. They collectively manage over $200 million in assets. The founder, John N. Marcheso, has more than 30 years of industry experience. His firm merged with Jerry Hunsanger's Hunsanger Financial Services in 2021.

Retire Sensibly LLC is an independent firm in Meridian that guides retirees and professionals through financial planning and investing. Its assists in calculating retirement incomes, maximizing employer benefits, selecting insurance policies, and reducing tax liabilities. It also caters to the needs of individuals who recently moved to the state by helping them finance a home, evaluate a job offer, update their estate plans, and prepare for retirement withdrawals. Founder Ron Strobel is a CFP. He works with clients to understand their financial habits and goals.

Sager CPA and Advisors is a local firm that serves clients in and around the Meridian metro. It offers financial advice, tax strategies, and retirement plans to individuals and businesses. It also assists its clients in negotiating tax debt for problem resolution and provides IRS tax audit accounting support. Its other services include selecting and installing accounting software and performing real estate investment planning. Advisor Rick Sager is a certified public accountant who has been in the financial services industry for two decades.

Treasure Valley Financial Planning provides its services to residents in Meridian. The company offers the TVFP 360 Model to help clients entering retirement. The model provides guidance on estate planning and also advises on investment and risk management, tax planning and preparation, and retirement income planning. One of the team members, Eugene A. DelaRosa, has more than 15 years of experience in the industry and has been a Certified Financial Planner since 2008.

White Cloud Wealth Management has been providing services in the Meridian metro and nearby areas since 2019. It deals with various financial and strategic planning matters, which involve asset management and tax and retirement planning. The company creates structures and parameters to help individuals and families secure financial protection. It also caters to business owners who need investment management solutions. Founder Sean West has been in the financial services industry since 2007. He is a CFP.