Find a Financial Advisor in Lewiston, ID

 

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We did the hard work of finding trustworthy partners in Lewiston, ID.

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We Only Work With The Best Lewiston Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Lewiston, ID


  • Financial Advisor Close to Lewiston, ID

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Lewiston, ID


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Lewiston, ID

We evaluated over 13,000 RIA firms to bring you the best of the best Lewiston financial advisors.
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How Retirement-Friendly is Lewiston, ID?

  • Population: 32,664
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $188,900
  • Average Monthly Housing Cost: $871
  • Average Household Income: $69,580
  • Idaho Total Tax Burden: 7.88% (15th Lowest in U.S.)
  • Idaho Property Tax: 2.32% (15th Lowest in U.S.)
  • Idaho Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Idaho Sales and Excise Tax: 3.18% (20th Lowest in U.S.)



The Top Financial Advisor Firms in Lewiston, ID

 

ELITE FINANCIAL, INC.

Website

(208) 746-2007

739 Bryden
Suite B
Lewiston, ID 83501

SEC#: 801-119574
Years in Business: 1 years

ARBOR POINT ADVISORS, LLC

Website

(208) 746-3270

828 8th Ave

Lewiston, ID 83501

SEC#: 801-77135
Years in Business: 9 years

MADISON AVENUE SECURITIES, LLC

Website

(208) 743-1943

1407 16th Ave
Suite A
Lewiston, ID 83501

SEC#: 801-69919
Years in Business: 12 years

MADISON AVENUE SECURITIES, LLC

Website

(208) 743-1943

1407 16th Ave
Suite A
Lewiston, ID 83501

SEC#: 801-69919
Years in Business: 12 years

 


Lewiston, ID Financial Advisor FAQs

Financial advisors are skilled in analyzing, advising their clients on, researching, and managing investments.
If you have a good financial advisor they will help you invest and make profit.
A good financial advisor will gather information about your financial goals and interests, then help you select investments that align with those goals.
A good plan is to review the requirements for financial advisors in your state, and consult with people who have used a financial advisor before.