Fee-Only Financial Advisor in Boise
Fiduciary wealth management and retirement planning for households and business owners across the Treasure Valley, from our office on West Main Street.
Planning for life in the Treasure Valley
The Boise area has changed quickly. Home values, new businesses and a steady stream of people moving to Idaho from other states have reshaped many households' finances. Some arrive with accounts scattered across old employers and past lives. Others are building companies, selling them, or planning the move from working years to retirement.
Our Boise advisors help with those transitions. We build a written plan around your goals, manage your investments as a fiduciary, and coordinate with your CPA and attorney so the pieces fit together.
Questions that come up in the Boise area
- Public service retirement. If you are a current or former Idaho public employee, we can help you weigh decisions about your PERSI benefits alongside your other savings.
- Business owners. From choosing a company retirement plan to planning for an eventual sale, we help connect the business to your personal plan. Seeretirement plan consulting.
- Relocating to Idaho. Moving states can change how your income and estate are taxed. We coordinate with your tax professional so the plan reflects where you now live.
Communities we serve from Boise
Our Boise office serves clients in Boise, Meridian, Eagle and Nampa, and across the Treasure Valley.
- Address
- 800 W Main St, Ste 1460
Boise, ID 83702 - Phone
- (208) 285-3904
- Hours
- Monday to Friday, 8:30 a.m. to 5:00 p.m.
Who you'll meet in Boise
How we can help
- Retirement Planning: A written plan for the years when your paycheck stops and your savings start to work for you.
- Investment Management: A portfolio built around your goals, time horizon and tolerance for risk, managed as a fiduciary.
- Tax-Aware Planning: Investment and planning decisions made with taxes in view, coordinated with your tax professional.
- Estate Planning Coordination: Making sure your accounts, beneficiaries and wishes line up with the documents your attorney prepares.
- Retirement Plan Consulting for Businesses: Help for business owners evaluating, designing and monitoring a company retirement plan.
Financial advisor questions in Boise
Who is a fiduciary financial advisor in Boise?
Archer Wealth Advisors is a fee-only, fiduciary investment adviser with an office at 800 W Main St in downtown Boise. Whichever adviser you choose, you can confirm they are registered and review any disciplinary history on the SEC’s IAPD website, and ask them directly whether they act as a fiduciary at all times.
Do you work with clients in Meridian, Eagle and Nampa?
Yes. Our Boise office serves clients across the Treasure Valley, including Meridian, Eagle and Nampa. We can meet at the Boise office, and we also meet by video for clients who prefer not to travel.
Where is the Boise office?
Our Boise office is at 800 W Main St, Ste 1460, Boise, ID 83702.