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Laurels

Best Financial Advisors in Meridian
2022

We scored 26 Financial Advisors in Meridian, ID and Picked the Top 9

Here are the Picks:

Financial Planning Services, LLC

Idaho Financial Group

Integrity Financial

Marcheso & Associates Wealth Management

Retire Sensibly LLC

Sager CPA and Advisors

Stewart & Associates, P.A.

Treasure Valley

White Cloud Wealth Management

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 26 19 9

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

Financial Planning Services, LLC

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

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.

Click to Call

3601 N. Lake Harbor Ln.
Boise, ID 83703

Website

(208) 853-4600 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Idaho Financial Group

  • Financial Planning

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.

Click to Call

1159 East Iron Eagle, Suite 120
Eagle, ID 83616

Website

(208) 938-7800 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Integrity Financial

  • Certified Financial Planner (CFP)
  • Finance Planning

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.

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

Website

(208) 576-6668 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Marcheso & Associates Wealth Management

  • Financial Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

3144 W Belltower Dr
Meridian, ID 83646

Website

(208) 800-1603 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Retire Sensibly LLC

  • Certified Financial Planner (CFP)

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.

Click to Call

135 E. Calderwood Dr., Suite 120, Office #6
Meridian, ID 83642

Website

(208) 795-3446 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Sager CPA and Advisors

  • Retirement Planning
  • Tax Preparation
  • Tax Planning

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.

Click to Call

2230 W Everest Lane #150
Meridian, ID 83646

Website

(208) 939-6029 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

Stewart & Associates, P.A.

  • Financial Planning

Stewart & Associates, P.A., is a full-service accounting firm serving clients in the Meridian area. It offers various personal and business financial solutions, including financial statement preparation, tax planning, and construction tax and accounting. The firm also handles IRS issues and tax returns. The Stewart & Associates team has over 60 years of collective experience and is headed by David Stewart, a member of the American Institute of Certified Public Accountants. The company is a member of BNI.

Click to Call

3045 E Copper Point Dr.
Meridian, ID 83642

Website

(208) 378-0072 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Treasure Valley

  • Retirement Planning

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.

Click to Call

3080 E Gentry Way #205
Meridian, ID 83642

Website

(208) 813-9500 Website

Reputation:A+

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 (Best)

Total Reviews:

33 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

White Cloud Wealth Management

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

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.

Click to Call

1817 N Lakes Pl Suite 100
Meridian, ID 83646

Website

(208) 795-5123 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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