Montgomery & Associates
“The communication from each team member made it a smooth and positive experience.”
Best Financial Advisors in Boise, ID
24 firms listed · all 24 in Boise · 1 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
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Mountain West IRA
“I feel they look out for my best interest regarding fees and not just how much they can make off of me.”
Whittaker & Associates
“I appreciated how genuine and kind Jodi was when we spoke on the phone, we had a fun and productive conversation.”
Guidant Financial
“They walked me through step by step and made it so easy to execute my ROBS IRA experience.”
Beebe Jeffrey CPA
“Jeff has been great to work with for me and my business over the past 10 years.”
Legacy Wealth Management
“As an added bonus, Shawn remembers little details & asks about them that we've discussed previously about things non-financial making the experience even more personal.”
The 24 firms listed for Boise, ID provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Boise, ID
All 24 firms we list here are in Boise itself. We have 52 firms in Boise on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 729 reviews; 3 have 50 or more reviews and 19 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are audits - reviews - compilations (2), back taxes owed (2), bank financing (2), bankruptcy (2) and business valuation (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 45 years. 1 offers remote or virtual consultations; 4 offer payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 18 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Boise offer a free first meeting?
4 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Spanton Financial Planning & Investment Management
“He listens to his clients and takes time to break down complicated investment options and explain how they work in a simple uncomplicated way.”
Financial Planning Services
“Stan keeps us informed about our investments and advises us on the best path for our future.”
David Munson and Associates
“They take the time you need to understand everything making sure things are done right the first time.”
Practically Independent Advisory Services
Robert R. Naugler, Cpa, PA
“He is an excellent CPA and is very efficient and knowledgeable.”
Fiduciary Financial Group
“I've met with Richard Davey twice as a prospective client and he has impressed me with his preparation, offering an analysis using a sophisticated Monte-Carlo modeling tool, and asking good questions to be sure he understands my situation.”
Boise River Financial Planning
“I was looking for a qualified, competent, easy-to-work-with financial planner who was a fee-only structured and that's exactly what I found with Bill.”
Tumwater Wealth Management | Holistic Wealth Management
“Ben is knowledgeable, concise, and extremely helpful, making the myriad financial and retirement mysteries easy to understand.”
Tree City Advisors of Apollon
“She has helped with my retirement and getting my Grandchildren's education accounts set up.”
Echelon Group
“As a result, we are entering the retirement phase of life financially secure, well funded, more than comfortable, and able to leave a legacy for our children, grandchildren, and favorite charities and causes.”
Aspen Capital Management
“They continue to educate and guide us so we can feel safe in our financial plan.”
Modern Wealth Management
“I think Petso financial is professional knowledgeable comfortable with them looking after our investments Ray Ohlaug”
Scratch Capital
“They're knowledgeable, responsive, and genuinely focused on helping us reach our financial goals.”
Headwaters Wealth Management
Harmon Smith Financial Group
“I have been working with him for the past 4 years and he has contributed greatly to my financial success both personally and professionally.”
BR Wealth Management
“We trust his decisions completely because he has made a good profit for us and considered the tax consequences of those decisions.”
Helmstar Wealth Management
“Their grasp of all financial services is impressive and their goal is to help you reach your long term goals.”
Iron Creek Financial Services
“We've had the pleasure of working with the team at Ironcreek Financial—Dallas, Andrew, and Dom—and we couldn't be more impressed.”
Why these companies made our list
What clients say about firms in Boise
- “We truly appreciate his guidance and highly recommend Bill to anyone looking for a trustworthy financial planner who provides personal attention and honest advice.” — client of Boise River Financial Planning
- “Pete, Ella, and Tammy and many others that have assisted me from their team with my personal portfolio and my office 401k are second to none.” — client of Legacy Wealth Management
- “As a plan fiduciary, I was always comfortable that they were working hard for the 401(k) participants and keeping the company compliant.” — client of Echelon Group
- “They are extremely communicative and have tracking tools that make accessing portfolio performance easily accessible.” — client of Legacy Wealth Management
Excerpts from public reviews of the firms listed on this page.
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