View Profile
Eric Boyum / Inspire Advisors
- Investments
“I will be returning to Eric when my action items are completed and I plan on keeping him in my life for financial reasons and also because he is a darn good human.”
Best Financial Advisors near Caldwell, ID
We have 3 firms in Caldwell on file, and all of them are on this list, along with 21 from towns including Meridian (14, 13 mi), Nampa (2, 6 mi) and Boise (2, 22 mi).
1 open weekends · 17 rated 4.5+ · 2 show a license
Data verified October 16, 2026
View Profile
Digits B&T
“Best place to have your taxes done!”
View Profile
Elison Financial Group
“Everyone in this office is very helpful, kind and relatable.”
View Profile
Tax Express
- Information
- Feel
- Prices
“I feel Dan's years of experience and knowledge are bar none the best in assuring without a doubt that I am receiving the best tax return for all my hard work.”
View Profile
Hurst and Company
“He has managed our financial/retirement portfolio for a number of years, and has put together our tax returns.”
View Profile
Spark Accounting Solutions
- Team
“Julie is a wonderful coach and cheerleader and always challenges me to think about new ways to grow and improve my business WITHOUT paying myself less.”
The 24 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
20 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 194 reviews; 1 has 50 or more reviews and 17 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 (3), tax planning (3), financial planning (2) and investment management (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 30 years. 1 offers payment plans; 4 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 22 of the firms on this page; 19 publish a contact page; 13 list a public email and 4 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 24 firms are located in Caldwell. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
View Profile
Desert Rose Capital Management
- Company
“I work with them b2b and they are accommodating and communicative!”
View Profile
Next Level Wealth Planning
“Chad and his team got us right in and we were able to take advantage of a declining market and make some great purchases in a very timely manner - Professional, prompt, Dialed in to the markets!”
View Profile
Castle Peak Strategic Wealth
“We have enjoyed the services offered by Adam and Josh for many years starting with US Bank several years ago.”
View Profile
White Cloud Wealth Management
- Financial Advisor
“He also is great at understanding your individual situation and offers suggestions based on personal need.”
View Profile
Hurst Financial Consulting
View Profile
Mayes Financial Planning
- Call
- Team
- Retirement
“From the very first visit they treated my wife and I like family and the exuberance that Greg and Eli have towards educating others how to save money and how to make money cannot be beat.”
View Profile
Retire Sensibly
“He helped me understand my current financial position and how to best approach the future.”
View Profile
Madison Poole
“Been incredible how well they've worked with my family and helped my mom manage her finances with investing for retirement.”
View Profile
Paradigm Wealth Services
“Jonathan Bednar "JB" is one of the elite financial planners in the entire industry.”
View Profile
Integrity Financial
“I worked with Gretchen at a previous job for many years.”
View Profile
Parker Advisors
View Profile
Boise Wealth Management / Financial Advisors
“I had a meeting with an expert financial counselor who gave me great guidance on investment management.”
View Profile
Davis Wealth Management
“Great folks, straightforward and extremely helpful”
View Profile
Ron Coate - Wealth Management Associates
View Profile
Link Wealth Management
View Profile
GM2 Success
View Profile
The Tennyson Group
View Profile
Montgomery & Associates
- Service
- M&a
- Communication
“Everyone at Montgomery and Associates is friendly and helpful and I would definitely recommend them to anyone looking for tax preparation or bookkeeping.”
Retirement Planning and Investment Management Services in Caldwell, ID Cost Estimates
Minimum cost
$1064
Maximum cost
$9037
National Average
$3190
Avg Per Hour Rates
$319
$2127
$5847
Average price range is based on 421 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
