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Kimpton & Co Cpas
“Kevin and his staff work hard to make sure your personal or business taxes are done right!”
Best Financial Advisors near Post Falls, ID
We have 3 firms in Post Falls on file, and all of them are on this list, along with 21 from towns including Coeur d'Alene (7, 7 mi), Spokane, WA (6, 23 mi) and Spokane Valley, WA (3, 14 mi).
2 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
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Integrity Wealth Management
“Had an awesome experience with Brian.”
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Altmeyer Financial Group
- Diversification
- Retirement
“What makes them stand out is their focus on each individual's needs when it comes to building and diversifying investments and strategizing retirement plans.”
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Compass Financial By Altmeyer
“I've had a few and couldn't mention someone better.”
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Patricia Elzey - Raymond James
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Ten Capital
“Whether it is Rachael meeting us at the door and offering to get us anything, walking through to the meeting room and having numerous staff and advisors say hello, or the teaching experiences we learn about our retirement dollars.”
The 24 firms listed for Post Falls, 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: Post Falls, ID
21 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 190 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (85%) and quality (73%). 2 are open on Saturdays. 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 18 list a public email and 7 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 Post Falls listed here?
3 of the 24 firms are located in Post Falls. 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.
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Wealth Management Strategies
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Columbia Advisory Partners
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Five Pine Wealth Management
- Meeting
- Understand
- Team
“They are extremely responsive and Ben and Jeremy always have time for you and will spend whatever time is necessary for you to understand what is best for your portfolio.”
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Van Zandt Financial
“Always listening for what works in our changing situation.”
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Pointguard Financial
“Jayme Coonts is a Rockstar and has a great way of explaining your best moves in Layman's Terms.”
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Mountain Financial
- Understand
- Team
- Educating
“Josh rolled out the red carpet and walked me A-Z through is complete financial planning process including personal finance, insurance, tax strategies, and investment planning.”
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Financial Strategies
“Tim helped me with my finances for 27 years,including 16 years helping me run a successful small business.”
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Abraham & Co.
- Market
- Options
- Strategy
“I have been with other firms, and they pretty much decided what was going to happen with my money or have obscure rules in place that make it difficult to reach my investment goals.”
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Independent Wealth Connections
- Team
“I was extremely impressed with how they handled everything and will recommend them to others, in an industry with so few good advisors I was pleased to have found Don and his great team.”
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Pinkerton Retirement Specialists
“Pinkerton Retirement Specialist does an outstanding job and really cares about their clients.”
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McCampbell Insurance
- Understanding
- Questions
- Products
“Anyone seeking financial advice will have full understanding of their options as Kim takes the time to present and educate his clients about investment options, answer questions or concerns in a warm and approachable manner.”
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Schrette & Lee Wealth Management
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Abbey Tax
“Always a great time when we visit and does a great job doing everything thoroughly and professionally.”
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Schrack Financial Services
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Shannon Clark - Financial Coach
“So, if you are thinking about contacting a financial coach or are in need of one to help point you in the right financial direction, I recommend signing up for a free consultation with Shannon, you will not be disappointed.”
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Trebon Financial Strategies
- Retirement
- Goals
- Future
“He was clear and walked us through how the plan would work and what the benefits will be in a way that made sense to both my wife (who is way more financial savvy than me) and myself.”
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Wallace Wealth Management
“I have been using Nathan for my financial wealth management since 2008.”
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Coeur D Alene Financial Advisor
- Financial Advisors
“They're unique vision in not only providing services for the high network individuals (HNI), but working with the middle class and starting safe financial accumulations for millennials to secure their future along with principal protection for retire...”
Retirement Planning and Investment Management Services in Post Falls, ID Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 406 cost profiles
Why these companies made our list
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