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Montgomery & Associates
- Financial
- M&a
- Communication
“Montgomery and Associates have been my tax prepares for many years and have helped me make decisions regarding financial decisions that have helped a grate deal.”
Best Financial Advisors in Boise, ID
24 firms listed · all 24 in Boise · 1 open weekends · 22 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
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Mountain West IRA
- Responsive
- Fees
- Account
“Staff provided clarification on my on-line access and followed through on taking care of monies in an account transfer that has been problematic in the past.”
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Whittaker & Associates
- Questions
- Tax Law
- Confident
“Instead of starting over and completing the entire return from scratch (which many other CP As would have charged me to do), Jodi was able to answer my questions quickly and professionally.”
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Guidant Financial
- Candidates
- Education
- 401k
“Her knowledge of financial products and services is comprehensive, and she stays up-to-date with industry trends and regulations, which further enhances the value she brings to her clients.”
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Beebe Jeffrey CPA
- Questions
“I highly recommend Jeff to anyone looking to buy a small business, or looking for a small business accountant.”
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Financial Planning Services
“I would never trust anyone else with our family future.”
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 468 reviews; 2 have 50 or more reviews and 22 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+. 19 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; 19 list a public email and 7 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.
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David Munson and Associates
“I've worked with David Munson for over 10 years and have always appreciated his highly strategic nature in dealing with Financial issues from Taxes to finance to contracts.”
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Legacy Wealth Management
- Company
- Investment
- Team
“, wealth management, real estate, portfolio modeling, and financial management, supportive staff, upgraded software and MOST importantly the firm is a Registered Investment Advisor (RIA).”
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Craig C Spanton - Independent Financial Group
- Market
- Passionate
- Investments
“As novices in this field, we have felt supported and encouraged in our work with Craig and a deeper understanding of our financials than with previous advisors.”
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Practically Independent Advisory Services
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Robert R. Naugler, Cpa, PA
“Would certainly work with him again if the need arises.”
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Tree City Advisors
“Brian and his team have a unique model - although technically separate entities, they have the ability to harmoniously synchronize all aspects of the financial profile from investing to tax accounting to estate planning, which all rolls up into a sea...”
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Tumwater Wealth Management | Holistic Wealth Management
“Ben is knowledgeable, concise, and extremely helpful, making the myriad financial and retirement mysteries easy to understand.”
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Echelon Group
- Integrity
- Interests
- Portfolio
“As a native of Idaho and true to my blue collar roots, I have spent my life working hard to achieve the American Dream of home ownership and a retirement nest egg for those "Golden Years".”
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Fiduciary Financial Group
- Retirement
- Team
- Tax
“In addition to their commitment to maintaining a fiduciary-responsible approach, I'm impressed by Richard, Trevor and their team's attention to detail, responsiveness and professionalism.”
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Petso Financial Consultants
“I've worked with Petso Financial Consultants for the past 13 years and they are dedicated to always doing what is right and in their clients best interest!!!”
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Legacy Financial Advisors
“Great place to get help with financial planning!”
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Headwaters Wealth Management
“Great staff, very helpful.”
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Boise River Financial Planning
- Financial Advice
- Fees
- Product
“Their unwavering dedication to client satisfaction, coupled with their expertise and transparent approach, makes them a standout choice for anyone seeking reliable financial planning services.”
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Helmstar Wealth Management
- Goals
“It's been a great (and profitable) relationship.”
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Harmon Smith Financial Group
“He is easy to get ahold of and cares about my financial needs, asking questions to get me in the right product, not just referring one to make a quick commission.”
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Iron Creek Financial Services
“Recognizing the uniqueness of every business, Iron Creek goes beyond a generic approach and dedicates itself to crafting personalized business plans while providing exceptional care to business owners.”
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Westmark Investment Services
“I can't say enough about Jamie Steele - she is so incredibly professional, helpful, kind and willing to go the extra mile for my endless questions.”
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Atlas Financial Advisors
“Scott was very informative, answered all our questions, and made us feel like family!”
Retirement Planning and Investment Management Services in Boise, ID Cost Estimates
Minimum cost
$1223
Maximum cost
$10392
National Average
$3668
Avg Per Hour Rates
$367
$2445
$6724
Typical price range is based on 344 cost profiles
Why these companies made our list
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