Financial Advisors in Idaho

We are more than financial planners and investment advisors. We are goal planners and life advisors. We work tirelessly not just to grow your wealth, but to preserve and utilize it in ways consistent with your unique lifestyle and objectives.

That’s why we have created our Wealth Clarifying Process. It is a proprietary four step process for aligning your financial plan with your life plan – a plan built from the ground up. This is achieved by using our proprietary Discovery Board – a specialized tool that gives your financial map clarity and guidance.... See More

Intermountain Wealth Management is a fee-only Registered Investment Advisor based in Idaho Falls, idaho. Instead of measuring our success on commissions or company growth, we pride ourselves on the financial health and happiness of our clients. And that’s how it should be. Give us a call or schedule an appointment with us today.... See More

Michael Ling, CFP
We are a full service, independent comprehensive planning and wealth management firm registered with the Securities and Exchange Commission. Founded in 1996, our firm is located in Boise, Idaho. Our experienced team includes four professional Financial Advisors, an Office Administrative Manager, and full back office support. Berkeley, Inc strives to protect and enrich the financial well-being of our clients.... See More

Joseph Call, CFP, CPA/PFS