Find a Financial Planner in Meridian, ID

 

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

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We Only Work With The Best Meridian 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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


  • Financial Advisor Close to Meridian, 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

 

How Can a CFP® in Meridian Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Meridian area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Meridian can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
15.7% of Meridian's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Meridian area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Meridian area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Meridian area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Meridian area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Idaho has unique laws defining which actions trigger a taxable event and has the 15th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Meridian area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Meridian area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 101,905
  • % of Population 62 Years and Over: 15.7%
  • Average Home Value: $286,100
  • Average Monthly Housing Cost: $1,216
  • Average Household Income: $89,857
  • 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 Meridian, ID


HAWKE FINANCIAL GROUP

Website

(208) 855-9400

2484 N Stokesberry Place
Suite 100
Meridian, ID 83646

SEC#: 801-116678
Years in Business: 2 years

DOCEO WEALTH, LLC

Website

(208) 350-7274

1880 S. Cobalt Point Way
Suite 350
Meridian, ID 83642

SEC#: 801-119586
Years in Business: 0 years