Kimpton & Co Cpas
“Kevin has always done an excellent job with my planning and prep.”
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 12 from towns including Coeur d'Alene (7, 7 mi), Hayden (2, 8 mi) and Liberty Lake, WA (2, 8 mi).
1 open weekends · 11 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Compass Financial By Altmeyer
“I've had a few and couldn't mention someone better.”
Wealth Management Strategies
Five Pine Wealth Management
“I would with full confidence recommend Ben and the Five Pines team to manage any of my investments in the future.”
McCampbell Insurance
“Friends I have referred to Kim are so very thankful for getting them what they deserve after working so hard for their money.”
Financial Strategies
“Tim helped me with my finances for 27 years,including 16 years helping me run a successful small business.”
The 15 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
14 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 179 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 1 is open on Saturdays. 2 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 12 list a public email and 3 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 15 firms are located in Post Falls. 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.
Alpha 3 Wealth Management
“I would highly recommend him to anyone looking to have profesional financial management.”
Oakstreet Financial
“He has been exceptional when it comes to explaining in laymans terms the interpretation of critical results and how they affect our future and risk.”
Abbey Tax
“Bruce's deep expertise and ability to simplify complex tax matters ensure a seamless and efficient experience.”
Pinkerton Wealth Management
“Pinkerton Retirement Specialist does an outstanding job and really cares about their clients.”
Magnuson, McHugh, Dougherty Certified Public Accountants
“Tyler always makes tax season easy!”
Schrette & Lee Wealth Management
Core Financial Group
“Trustworthy, dependable and really well versed in the trade, these are people that will take care of your financial needs selflessly and with your best interests in mind.”
Wallace Wealth Management
“He is responsive, timely, and has his clients best interest in mind in all that he does.”
Fellowship Financial Planning
“They cover the details and provide top of the line service.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
