Next Level Wealth Planning
“Beyond financial planning, Jake is an incredible referral source; his wide-reaching network has connected me with top-tier accountants, attorneys, and a Third-Party Administrator essential to my business”
Best Financial Advisors in Meridian, ID
23 firms listed · all 23 in Meridian · 14 rated 4.5+ · 2 show a license
Data verified October 19, 2026
Sorren
“We have used Nancy at Harris CPAs for our personal taxes for a few years.”
Treasure Valley Financial Planning
“I have trusted Dave Morrison and his staff for 6 years now and I am always pleased with our meetings and with the way they advise and take care of my Money as well as caring about me.”
Hurst and Company
“He has taken the time to work with and explain accounting tools to us that have helped our family business.”
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White Cloud Wealth Management
“Sean and Jacob take the time to make sure I understand my options and offer pros and cons to choices.”
Stewart & Associates P.A.
“They always get back to me, and take the time to explain everything.”
The 23 firms listed for Meridian, 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: Meridian, ID
All 23 firms we list here are in Meridian itself. We have 25 firms in Meridian on file; this page shows the highest-rated 23. 16 of the firms on this page have a rating, from 4.3 to 5.0 across 424 reviews; 2 have 50 or more reviews and 14 are rated 4.5 or higher. 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2007. 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 22 of the firms on this page; 20 publish a contact page; 12 list a public email and 4 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 firms listed for Meridian take financial planning bookings online?
4 of the 23 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Castle Peak Financial
“He has taken care of my family's financial interests, keeping up with the stock market, advising me of any/all money movements.”
Desert Rose Capital Management
“First Class organization where clients come first and all business is done with the clients best interest in mind!!”
HI Financial
“The team at HI Financial is top notch, they listen and are concerned about their clients welfare and personal life, not just the bottom line.”
Hurst Financial Consulting
Harris Financial Advisors
“He's extremely personable and understanding while also providing complete and knowledge answers and solutions for every financial situation.”
Hawke Financial
“The level of expertise and personalized attention provided by Hawke Financial Group truly sets them apart from other financial institutions”
Retire Sensibly
“He helped me understand my current financial position and how to best approach the future.”
Madison Poole
“Been incredible how well they've worked with my family and helped my mom manage her finances with investing for retirement.”
Paradigm Wealth Services
“Jonathan Bednar "JB" is one of the elite financial planners in the entire industry.”
Davis Wealth Management
“Great folks, straightforward and extremely helpful”
Link Wealth Management
GM2 Success
Ron Coate - Wealth Management Associates
Inspire Wise Wealth
Investment Capital 360°
Summit Wealth Planning
Doceo Wealth
Why these companies made our list
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