Expertise.com

2024

Last updated:

Best Financial Advisors in Meridian

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

26Reviewed

19Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

1739 South Jade Way Suite 100, Meridian, ID 83642
WebsiteLicense: 4212726
Website

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Harris Financial Advisors caters to clients in the Meridian metro and nearby communities. Its customized financial solutions and independent investment advisory services include asset allocation guidance, corporate retirement plan rollovers, cash flow analysis, retirement distribution planning, charitable giving strategies, and estate and legacy planning. Its business-centric portfolio includes cash management, succession planning, and business retirement services. Harris Financial Advisors has been working in the industry since 2002. Its leadership team has a combined financial planning and investment experience of over 38 years.

  • Estate Planning
  • corporate retirement
  • Cash Flow & Budget Analysis
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Meridian, ID
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

1159 East Iron Eagle, Suite 120, Eagle, ID 83616

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

  • Financial Planning

2230 W Everest Lane #150, Meridian, ID 83646

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

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.

  • Tax Planning
  • Tax Preparation
  • Retirement Planning

3144 W Belltower Dr, Meridian, ID 83646

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

3715 East Overland Road, Meridian, ID 83642

Expertise.com Rating

Review Sources

Google
4.8 (35)

Why choose this provider?

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.

  • Retirement Planning

1817 N Lakes Pl Suite 100, Meridian, ID 83646

Expertise.com Rating

Why choose this provider?

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.

  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

395 W. State St. Suite C, Eagle, ID 83616

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Finance Planning

3601 N. Lake Harbor Ln., Boise, ID 83703

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

FAQs

  • 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.

  • Are municipal securities under the Idaho Tax Anticipation Note in Meridian subject to taxes?

    These municipal securities in Meridian and throughout Idaho are exempt from state and federal income tax. Securities under the Idaho Tax Anticipation Note are given with a fixed interest rate and in multiples of $5000. Financial institutions that offer these would need to be registered with the Department of Finance and designated as a public depository institution under Idaho Code, Section 67-2739.

  • Can you create your own investment type through IDeal's Fixed Asset Allocation Portfolios in Meridian?

    IDeal's Fixed Asset Allocation Portfolios let you be more in control of your investment strategy in Meridian. Choose from among six different portfolio types: aggressive growth, moderate growth, growth, conservative growth, interest accumulation, and income portfolio. If you have been investing in portfolios containing more stocks, you are usually recommended to shift to a more conservative investment once the beneficiary of your fund is approaching college age.

  • Which is a better investment in Meridian, car leasing or buying?

    Each option has its own advantages and disadvantages. A monthly lease usually costs less than a monthly car loan and entails little to no down payment. If you want a new car each year, then leasing can be a good investment for you. Another advantage to this is the low cost of repairs for newer cars, but the downside is that you will not own the car once your lease is up. A better investment option is to buy an affordable car in Meridian and keep it as long as it is dependable.

  • When is a traditional IRA in Meridian better than a Roth IRA?

    If you forecast to be in the lower income bracket when you retire and want to get tax benefits, then a traditional IRA is better for you. Contributions to traditional IRAs are tax-deductible, and earnings are not taxed unless withdrawn, but if you think you will be in a higher income tax bracket come retirement in Meridian, then a Roth IRA is for you. Contributions to a Roth IRA are not tax-deductible and earnings can be tax-free with some limits.

  • How much do you need to invest in mutual funds in Meridian?

    There are mutual funds that only require around $250 to open an account. Usually, the minimum requirement can be $1000 to $2500. If you already have an account in Meridian, you can contribute for as little as $100 at a time. A type of mutual fund called an exchange-traded fund requires a lesser amount to invest.

  • 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.