What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Idaho area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Idaho Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Joseph Eiguren
EP Wealth Advisors
Boise, ID
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Ron Strobel
CFP®, RICP®
Retire Sensibly LLC
Meridian, ID
Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, Tax Planning
Ron Strobel is a fee-only, fiduciary financial planner serving busy professionals and retirees in Idaho. Ron helps his clients organize their finances and invest for retirement.
Jessica Smith
CFP®, CPA
Vitality Wealth
Idaho Falls, ID
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning & Protection, Cash Flow Analysis, Student Loan Repayment, Insurance & Long-Term Protection
Your Partner in Wealth & Well-Being
Steve Kovach
CFP®
EP Wealth Advisors
Boise, ID
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Jared Empey
MSFS
TrueNorth Wealth / IMAFS
Boise, ID
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Salt Lake City, UT and Boise, ID, serving clients locally and across both Utah & Idaho, with our large array of Financial Advisory Services ranging from wealth management and helping to sell a business, to estate planning and investment planning services.
Tyler Lang
EP Wealth Advisors
Boise, ID
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Daniel Goodman
CFP®
Good Better Best Financial Planning
Idaho falls, ID
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Benefit Optimization, Budgeting, Trust and Wills, College Education Planning, Tax Planning, Business Planning
Fee-Only financial planner located in Idaho falls, ID, serving clients locally and across the country
Jeremy Ouchley
JD
JCO Advisors
Boise, ID
Specialties: Holistic Financial Planning, Life Transition Planning, Tax Optimization Planning, Retirement Income Planning, Estate Planning, Investment Management, Employee Benefits and Equity Compensation, Business Exit Planning
We serve clients in southwest Idaho and across the country seeking proactive strategies to fund intentional and independent lives with what they earn, save and build.
James Smith
CFP®
Vitality Wealth
Idaho Falls, ID
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, Stock Compensation Planning, College Education Planning, Estate Planning & Protection, Cash Flow Analysis, Student Loan Repayment, Insurance & Long-Term Protection
We are an independent, fee-only advisory firm serving families across the United States in a high-touch, deeply personalized way to cover financial planning, investment management, and tax strategy.
Robbie Schoonmaker
CFP®, CPA, RLP®
Matterhorn Financial Planning LLC
Pocatello, ID
Specialties: Comprehensive Financial Planning, Life Planning , Retirement Income Planning, Investment Advice, Stock Option & RSU Planning, Tax Planning
Experience Financial Planning Done Differently. Hourly Financial Life Planner serving clients across the country.
Greg McCall
CFP®, ChFC®, RICP®
Eagle Financial Planning
Eagle, ID
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Planning, Estate Planning
We build personalized financial roadmaps focused on lowering taxes where we can, drawing income from the right accounts the right accounts at the right time, and helping your money last throughout retirement.
Dan Potter
EP Wealth Advisors
Boise, ID
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Ryan Malone
EP Wealth Advisors
Boise, ID
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
