Expertise.com

2024

Last updated:

Best Financial Advisors in Nampa

Our Recommended Top 14

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 Nampa Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

26Curated

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Nampa, ID
WebsiteLicense: 170602
Website

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Harris Financial Advisors serves high-net-worth individuals, business owners, and corporate executives in Nampa. It offers custom investment portfolio creation, financial planning, and business succession planning. The firm addresses each aspect of finances, from cash flow to taxes and retirement, towards achieving the client's specific goals. Life insurance products and annuities are also offered. Senior partner Phil Harris has over 20 years of experience and holds series 7 and 66 licenses. He is joined by managing partner and his wife Dini Harris, an Accredited Investment Fiduciary.

  • Estate Planning
  • Cash Flow & Budget Analysis
  • Retirement Planning
  • Private Wealth Advisor
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Nampa, ID
Free Consultation

Expertise.com Rating

Review Sources

Yelp
4.0 (4)

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
  • Investment Management
  • Financial Planning
  • Retirement Planning

826 3rd Street S., Nampa, ID 83651

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Review Sources

Facebook
4.5 (49)
Google
4.0 (47)
Yelp
3.2 (9)

Why choose this provider?

Tax Express is a financial advisory firm that serves clients in Nampa. Its services are focused on personal and business tax preparation, bookkeeping, and payroll. The firm helps clients in areas such as checking and preparing a tax return, saving fees on tax return preparations, and offering payroll solutions. These include creating, sending, and filing W-2s and 1099s. Founder Dan Gianuzzi enjoys working with people and small to medium businesses. He specializes in businesses with annual sales ranging from $100k to $10 million.

  • Tax Planning

250 S. 5th St. Suite 600, Boise, ID 83702

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

The Helmstar Group offers clients in Nampa guidance regarding their finances. It provides individuals and families with assistance in financial planning. It also serves doctors, dentists, and other professional services groups in setting up their retirement plans. The company provides corporations and other institutions with advice on portfolio design and implementation. Its services extend to public and private foundations, endowments, and charities about record keeping or asset allocation. Its team of financial advisors carries decades of combined industry experience.

  • Certified Financial Planner (CFP)

1101 W. River Street Suite 170, Boise, ID 83702

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

Wood Tarver Financial has been serving individuals, families, and business owners in Nampa and surrounding areas for more than 15 years. It helps clients protect their wealth through its various services, such as estate planning, investment management, tax services, and financial planning. It gathers information about investment options to meet the clients' financial goals. It considers several factors in choosing investments, such as clients' income, family makeup, inheritance, insurance, and estate plan. This company has earned several recognitions, such as the Raymond James Leadership Award.

  • Estate Planning
  • Retirement Planning

1111 W Jefferson St, Suite 540, Boise, ID 83702

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

Harmon Smith Financial Group caters to Nampa residents. It analyzes its clients’ finances, determines their personal goals, and tailors integrated financial plans that align with those goals. It helps implement, monitor, and adjust these plans as necessary. The company offers financial and retirement planning, risk management, estate planning, and wealth management. It also provides business and employee benefits planning. Financial advisor Randy Smith has worked for nearly four decades in the financial industry.

  • Estate Planning
  • 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 is a company that caters to the residents of Nampa and the neighboring communities. It offers an array of services, such as investment management, retirement income planning, insurance, and divorce planning. In addition, the firm’s team of professionals provides small business planning. Integrity Financial was established in 2009. Its president and founder, Gretchen Brown, is a Certified Financial Planner with more than two decades’ worth of experience in the financial and insurance industries.

  • Retirement Planning

5660 E. Franklin Rd., Ste 130, Nampa, ID 83687

Expertise.com Rating

Review Sources

Google
5.0 (26)
Yelp
5.0 (1)

Why choose this provider?

Mayes Financial provides insurance, consulting, and education services to clients in Nampa. The company helps make income plans with sufficient assets equal to the families’ expenses over their lifetime. It handles retirement, tax, investment, risk management, legacy, and estate planning matters. Changes in the situation and the investment industry are constant, so it periodically reviews its clients’ portfolios and assists them if changes need to be made. The Mayes Process involves a plan success cycle, wealth checkpoints, quadrant plan, and portfolio pillars.

  • Certified Financial Planner (CFP)
  • Financial 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 clients in Nampa achieve their wealth-related dreams and goals. The firm has plan consulting services, investment advisory, employee education, and fiduciary services. It assists individuals in a broad range of matters covering the evaluation, selection, monitoring, reviewing, and updating of investment options and asset allocations. Its advisors review investments and manage portfolios. Among them is Matt Shannahan, who is a Chartered Financial Consultant and an Accredited Investment Fiduciary. Matt provides retirement income planning and estate planning assistance.

  • Estate Planning
  • Retirement Planning
  • Financial Planning

16132 N. High Desert St., Suite 100, Nampa, ID 83687

Expertise.com Rating

Why choose this provider?

Allegis Financial Partners provides individuals and families in Nampa with financial advice and wealth management services. It works closely with clients to understand their personal values, short-term financial needs, long-term goals, family structure, and financial situations. It offers clients assistance in the financial planning process, whether they are nearing retirement, in retirement, had a life-altering event, or need advisory services for a child’s college education. It recommends a diversified portfolio to help clients progress toward their financial objectives and protect against the unexpected.

  • Certified Financial Planner (CFP)

3137 S Meridian Rd. Suite 100, Meridian, ID 83642

Expertise.com Rating

Review Sources

Facebook
5.0 (7)
Google
4.3 (4)

Why choose this provider?

Hurst & Company PLLC is a financial and tax planning company that serves Nampa residents and small businesses. For more than 13 years, it has been helping clients reach their goals by giving recommendations on asset protection, investment decisions, and retirement planning. The company also offers accounting and tax services, including payroll, bookkeeping, tax reduction strategies, and income management. Jeff Hurst, the firm's head, holds a CPA license and a degree in Master of Accountancy in Tax.

  • Financial Planning

305 West Jefferson Suite 104, Boise, ID 83702

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

Idaho Medical Association Financial Services serves Nampa and the surrounding areas. It specializes in financial planning and wealth management for healthcare professionals. It offers various financial planning solutions, including insurance, investment, estate, tax, and retirement planning. It also offers wealth management services and 401k and 403b plans. The professionals at Idaho Medical Association Financial Services work as independent advisors. Martin Watkins, the company's founder, has been a financial advisor for more than twenty years.

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

13965 W Chinden Blvd #100 BOISE, ID, Boise, ID 83713

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Legacy Wealth Management is a boutique firm that serves the Nampa metro and nearby areas. The firm assists business owners, health care professionals, and institutions in managing finances and diversifying investments. With more than 15 years of industry experience, its professionals offer high-net-worth individuals and families strategies in wealth protection and legacy family planning. Legacy Wealth Management also provides financial advice and insights to a vast range of people through its podcast, The Legacy Wealth Show.

  • Wealth Management

1405 W Main Street, Boise, ID 83702

Expertise.com Rating

Review Sources

Google
4.9 (9)

Why choose this provider?

Petso Financial Consultants, LLC, provides financial planning services to residents of Nampa. It offers assistance in matters relating to tax management, college savings, retirement planning, executive and employee benefits, client education, and estate conservation. The firm's Certified Financial Planners have more than 50 years of combined experience in financial planning and investment. David Petso, the firm's owner and founder, is a CFP who focuses on income planning for foundations and retirees and oversees assets worth over $1 billion. He has over 35 years of industry experience.

  • Certified Financial Planner (CFP)
  • Financial 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.

  • How can you pay your asset-based long-term care insurance in Nampa?

    When paying for asset-based long-term care insurance in Nampa, you have two ways to pay for your protection. The first option is to utilize an existing asset. You can use the money in your savings, annuities, and IRA or retirement plan funds. The second option is to pay annual premiums.

  • When can you set up a 529 education savings plan in Nampa?

    There is no required time frame for setting up a 529 education savings plan in Nampa. But for people who want to establish education savings for their children, the earlier they start saving, the more their investment can grow. To get the most benefit from a 529 plan, individuals must evaluate if the plan's asset allocation aligns with their risk tolerance, return objectives, and time horizon.

  • Is there a setup deadline for Safe Harbor 401(k) plans in Nampa?

    Yes. There is a deadline for setting up Safe Harbor 401(k) plans in Nampa. You must set up the plan before contributions are made by any participants, including owners and employees. October 1st is the last day individuals can establish the plan for the current year. For the deadline for contribution, participants must deposit their payments as soon as possible, never later than the 15th business day.

  • How can you establish retirement tax strategies in Nampa?

    By establishing retirement tax strategies in Nampa, you can avoid excess retirement tax payments. You can create tax strategies by evaluating your options to minimize required minimum contributions and performing Roth conversions, most especially if your taxable income is low. You should also analyze your eligibility for healthcare-related tax credits.

  • How can you address financial matters after losing a loved one in Nampa?

    Dealing with grief makes addressing financial matters in Nampa harder. After losing a loved one, dealing with the deceased's estate should be a priority. You can reach out to financial advisors or lawyers to seek advice on finalizing your loved one's financial matters. You should gather and compile information about their accounts, liabilities, and properties. You must also review and revise your own plans.

  • 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.