Eric Boyum Inspire Advisors Northwest Group
“After several candid and informative conversations, he prepared a very detailed portfolio which helped to put the financial puzzle together.”
Best Financial Advisors near Caldwell, ID
We have 3 firms in Caldwell on file, and all of them are on this list, along with 12 from Meridian (8, 13 mi), Nampa (2, 6 mi) and Homedale (1, 14 mi).
1 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Digits B&T
“Best place to have your taxes done!”
Elison Financial Group
“They listen to our needs, make a few suggestions on what may be best and help us make good choices.”
Next Level Wealth Planning
“We would recommend him to anyone that needs good financial advice and management.”
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Tax Express
“When it comes to our personal or business taxes there is no one I trust more.”
Hurst and Company
“He has managed our financial/retirement portfolio for a number of years, and has put together our tax returns.”
The 15 firms listed for Caldwell, 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: Caldwell, ID
The 15 firms on this page are rated from 4.1 to 5.0 across 279 reviews; 2 have 50 or more reviews and 12 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 bookkeeping (3), retirement planning (2) and tax planning (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. 5 have ten or more years of experience, the longest 19 years. 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 8 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Caldwell listed here?
3 of the 15 firms are located in Caldwell. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Spark Accounting Solutions
“It was a little work in the beginning to switch everything over to her, but the reward has been worth it for sure”
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White Cloud Wealth Management
“I've been with Sean West for over 15 years now and have nothing but praise for him.”
Mayes Financial Planning
“He would make personal phone calls to me and we would talk about his suggestions on changes which would need to be made.”
Desert Rose Capital Management
“We keep in touch regularly, every month or two to check on our investments as well as getting on line and reviewing our accounts.”
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Castle Peak Financial
“He has guided us to and thru our retirement status and is continually doing his best to keep us where we want to be.”
Parker Advisors
“Each year Parker Advisors does my taxes I am so thankful for their care, attention to detail, and the way they treat my family.”
Retire Sensibly
“Honest , sincere, and willing to answer questions honestly to help you achieve your long term goals.”
Paradigm Wealth Services
“Jonathan Bednar "JB" is one of the elite financial planners in the entire industry.”
Davis Wealth Management
“Innovative (legal) approaches to supporting my financial goals.”
Why these companies made our list
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