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Find Top Financial Advisors in Meridian, Idaho

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Meridian, Idaho
Last Updated - 27-Nov-2022

Meridian has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 27 non-vetted advisors in your local area. These financial advisors in Meridian, Idaho have an average of 30 years of experience.

NOTE: The list of financial advisors in Meridian, Idaho mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Meridian, Idaho.

Qualified Financial Advisors in Meridian, Idaho
Financial Advisor Experience AUM Minimum Assets Fee Structure
JT Belnap
TREASURE VALLEY FINANCIAL PLANNING
3080 E. Gentry Way #205,
Meridian, ID 83642
30 $60,000,000 $250,000 Fee-Only

Information on Qualified Financial Advisors in Meridian

Qualifications CRD# 5598602
Firm CRD# 170602
Series 6, 7, 63, 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 3080 E. Gentry Way #205,
Meridian,
ID
83642
Phone Number 208-813-9500

Clients describe JT as passionate, caring & creative. JT is a native Idahoan who takes great pride in being able to live and work in the beautiful Treasure Valley. He is married with five children. He met his wife in choir class, and they have instilled a love for music in their family. They enjoy dressing up for Halloween every year in a family theme. JT loves to cook, and his family gets to try out all of his concoctions. He is active in church and community functions. He is a graduate of Boise State University, Go Broncos! With over a decade of financial planning experience, JT co-founded Treasure Valley Financial Planning in 2018 to help residents preparing for retirement. As a fiduciary and without conflicts of interest, he provides objective advice that is in his clients' best interests. He offers holistic advice, well beyond investment management. His clients know he will roll up his sleeves to come up with creative solutions to almost any financial issue. They find comfort knowing they can trust him to be there when it matters most. His most rewarding experiences come when he helps his clients think of an idea that they had never thought of before, or thought was even possible. His clients appreciate that he is honest and is a get it done person. His office is conveniently located in the heart of the Treasure Valley, right off of the Eagle road exit in Meridian.

About Treasure Valley Financial Planning

Treasure Valley Financial Planning is a fiduciary financial planning and investment management firm headquartered in Meridian, ID. Bringing thirty years of combined experience, JT Belnap and Michael Fuhriman, CRPS saw an opportunity to serve the community they love by providing a unique financial planning experience free of conflicts of interest. We provide independent, objective, and unbiased advice. We love what we do, and it shows. We focus on helping those climbing the mountain to retirement and those who've recently reached the summit. During this time, there are 15 critical financial decisions to be made. We help our clients navigate these complex issues so they can enjoy their life doing the things that matter most. We've developed the Peace & Prosperity Model to ensure all areas of your life feel secure. Our clients need more than just investment management. They want a four-pillar approach that considers Retirement Planning, Investment Management, Estate & Tax Planning while considering underlying risks. They want a team that provides a truly comprehensive solution so they can pursue peaceful prosperity in retirement. We are sensitive to investment management costs and provide a fully transparent and easily understandable fee schedule. Most importantly, we are great listeners. We partner with you only after fully understanding your situation and concerns. We look forward to the opportunity to partner together.

Advisory Services Provided:

Retirement Planning, Wealth Management, Tax Advice and Services, Estate Planning & Trusts


Top Financial Advisor Firms in Meridian, Idaho (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
INSPIRE INVESTING, LLC
3597 E Monarch Sky Ln , Suite 330,
Meridian, ID 83646
$1,984,837,665 698 A percentage of AUM
Hourly charges
Fixed fees
INSPIRE ADVISORS, LLC
3597 E Monarch Sky Ln , Suite 330,
Meridian, ID 83646
$445,552,739 1497 A percentage of AUM
HAWKE FINANCIAL GROUP
2484 N Stokesberry Place , Suite 100,
Meridian, ID 83646-6083
$158,458,266 927 A percentage of AUM
Hourly charges
Fixed fees
DESERT ROSE CAPITAL MANAGEMENT, INC.
3363 E Presidential Dr , Ste. 110,
Meridian, ID 83642
$151,722,562 588 A percentage of AUM
Fixed fees
DOCEO WEALTH, LLC
1880 S. Cobalt Point Way , Suite 350,
Meridian, ID 83642
$125,407,070 442 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Meridian, Idaho*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Mustard Seed Financial
    Inquire with Mustard
    501 S. Main St., Meridian, ID  83642 208-899-8389
    Sydney Pulsipher
    Inquire with Sydney
    3067 E. Copper Point Dr., Ste. 110, Meridian, ID  83642 208-425-7016
    Allstate Personal Financial Representative: William Fielder
    Inquire with Allstate
    8 W Franklin Rd, Meridian, ID  83642 208-890-2224
    Allstate Personal Financial Representative: Tyson Carlyle
    Inquire with Allstate
    2572 N Stokesberry Pl, Ste 100, Meridian, ID  83646 208-888-5455
    Concierge Legacy Advisors
    Inquire with Concierge
    3597 East Monarch Sky Lane, Suite 240, Meridian, ID  83646 208-344-9704
    First Command Financial Advisor - Todd Farrington-CLOSED
    Inquire with First
    1404 North Main Street, Suite 102, Meridian, ID  83642 208-947-7253
    First Command Financial Advisor
    Inquire with First
    1404 North Main Street, Suite 102, Meridian, ID  83642 208-947-7253
    First Command Financial Advisor
    Inquire with First
    1404 North Main Street, Suite 102, Meridian, ID  83642 208-947-7253
    First Command Financial Advisor
    Inquire with First
    1404 North Main Street, Suite 102, Meridian, ID  83642 208-947-7253
    First Command Financial Advisor
    Inquire with First
    1404 North Main Street, Suite 102, Meridian, ID  83642 208-947-7253
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?