Fee-Only Financial Advisor in Coeur d'Alene
Fiduciary wealth management and retirement planning for families and business owners across North Idaho and the Spokane area, from our office on Lakeside Avenue.
Planning for North Idaho and the Inland Northwest
Living and working near the Idaho-Washington line makes financial planning more interesting. Many North Idaho households earn income in one state and own a home, a business or investments in another. Idaho and Washington treat income and estates differently. Washington does not tax wage income, for example, while Idaho does. Where you live, work and retire matters, and a good plan accounts for it.
Our Coeur d'Alene advisors build a written plan around your goals, manage your investments as a fiduciary, and work alongside your CPA and attorney.
Questions that come up in North Idaho
- Retiring to the lake. Many people plan a move to North Idaho for retirement. We help you think through how income, housing and healthcare costs fit your plan before and after the move.
- Crossing the state line. If you live in one state and work in the other, we coordinate with your tax professional so decisions reflect both.
- Owning a business or property. From a company retirement plan to the future of a family business, we connect those pieces to your personal plan. Seeretirement plan consulting andestate planning coordination.
Communities we serve from Coeur d'Alene
Our Coeur d'Alene office serves clients in Coeur d'Alene, Post Falls, Hayden, Sandpoint and Spokane.
- Address
- 418 E Lakeside Ave, Ste 6
Coeur d'Alene, ID 83814 - Phone
- (208) 285-3904
- Hours
- Monday to Friday, 8:30 a.m. to 5:00 p.m.
- Parking
- Free two-hour parking on the downtown streets, or unlimited free parking on the neighborhood streets.
Who you'll meet in Coeur d'Alene
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 Coeur d'Alene
Who is a fiduciary financial advisor in Coeur d’Alene?
Archer Wealth Advisors is a fee-only, fiduciary investment adviser with an office on Lakeside Avenue in Coeur d’Alene. You can verify our registration, and any adviser’s, through the SEC’s IAPD website, and each of our advisor profiles links to independent verification pages.
Do you work with clients in Post Falls, Hayden, Sandpoint and Spokane?
Yes. Our Coeur d’Alene office serves clients in Post Falls, Hayden, Sandpoint and the Spokane area. We can meet at the Coeur d’Alene office, or by video for clients who prefer not to travel.
Where is the Coeur d’Alene office, and where do I park?
Our Coeur d’Alene office is at 418 E Lakeside Ave, Ste 6, Coeur d’Alene, ID 83814. Parking is free: the downtown streets allow two hours, and the neighborhood streets nearby allow unlimited free parking.