Investment Firms in Boise To Consider

Boise, Idaho, has emerged as a rapidly ascending metropolitan hub in the Intermountain West, characterized by demographic expansion, entrepreneurial vitality, and real estate development. In tandem with this growth, Boise’s investment advisory landscape has matured significantly, now comprising a wide array of firms specializing in everything from high-net-worth planning to impact investing. From agile local advisors to branches of nationally recognized financial institutions, the city offers comprehensive services including asset preservation, intergenerational wealth transfer, ESG portfolio structuring, and small business succession planning. This overview offers an objective entry point for discerning investors evaluating Boise’s dynamic and expanding financial sector.

1. Tree City Advisors

Tree City Advisors, based in Boise, Idaho, is a fiduciary financial advisory firm founded by Brian Wiley in 2016 and operates under Apollon Wealth Management, an SEC-registered investment adviser. The firm is dedicated to delivering conflict-free, personalized financial guidance, with a service model that excludes product sales and commissions, thereby ensuring client interests remain paramount. Its team, comprising Managing Director Brian Wiley and Wealth Management Advisors Alexandra Lundgren, RSSA®, AIF®, Jeremiah Bates, and Nic Daniels, supported by Vicki Wiley, Amanda Reynolds, and Alec Kelso-Capili, offers comprehensive financial planning and asset management tailored to individuals, families, and business owners. In addition to one-on-one advisory services, Tree City Advisors actively promotes financial literacy through “The Real Money Pros,” a nationally syndicated radio program hosted by their team, underscoring their commitment to empowering clients through education.

Phone: 12088881244

Email: alex@treecityadvisors.com

Address: 1673 W Shoreline Dr STE 140, Boise, ID 83702

Website: http://www.treecityadvisors.com/

2. Ascent Retirement Advisors

Ascent Retirement Advisors, founded in 2023 by Chartered Retirement Plan Specialist (CRPS®) Bradley J. Christensen, is a fiduciary financial advisory firm headquartered in Boise, Idaho. Registered in the state of Idaho, the firm adopts a client-centric philosophy rooted in transparency, personalized planning, and an unwavering commitment to acting in clients’ best interests. Specializing in both individual and corporate retirement planning, Ascent Retirement Advisors provides investment management, retirement income strategies, and 401(k) plan advisory services, managing approximately $43.9 million in assets across 91 client accounts. Under Brad Christensen’s leadership and his extensive portfolio management experience, the firm employs a holistic wealth management approach designed to align financial strategies with each client’s unique objectives. Operating from its office at 465 W Main Street, Suite 200, the firm offers tailored consultations to support clients in achieving financial clarity and long-term stability.

Phone: 12088900547

Email: brad@ascentretirement.com

Address: 475 W Main St Suite 300, Boise, ID 83702

Website: https://ascentretirement.com/

3. Galena Equity Partners

Galen Partners is a Stamford, Connecticut-based private equity firm that has specialized in healthcare investments since its establishment in 1990. Focused on growth equity, the firm targets companies in healthcare information technology, medical devices, and specialty pharmaceuticals, typically investing between $10 million and $30 million in businesses with proven revenue and near-term cash flow potential. With a track record spanning over three decades, Galen has supported more than 80 companies through public offerings, mergers, acquisitions, and debt financings, building a portfolio with an aggregate market value exceeding $10 billion. The firm’s investment philosophy centers on identifying enterprises that enhance healthcare outcomes or drive cost efficiencies across the system. Led by Managing Directors David Jahns and Zubeen Shroff, Galen Partners also leverages the expertise of Special Investment Partners—seasoned professionals with deep operational and sectoral knowledge in the healthcare industry.

Phone: 18774248282

Email: lincoln@galenafund.com

Address: 7210 Barrister Dr, Boise, ID 83701

Website: https://galenapartners.com/

4. TripleNet Gateway

1031Gateway is a comprehensive online platform designed to educate real estate investors about 1031 exchanges while providing access to suitable investment opportunities. The platform offers detailed educational resources on 1031 exchange rules, including property identification and timeline requirements, and explores alternatives to traditional exchanges. Investors can evaluate various investment structures, such as Delaware Statutory Trusts (DSTs), which are commonly utilized for 1031 exchanges. The site also features executive summaries of previous offerings, allowing users to assess potential investments and understand the associated risks and returns. To further assist with financial planning, 1031Gateway provides practical tools like a capital gains tax calculator and a 1031 exchange date calculator, helping investors navigate the complexities of tax deferral and compliance timelines.

Phone: 18007793638

Email: info@1031gateway.com

Address: 702 W Idaho St Suite 1125 #51694, Boise, ID 83702

Website: http://www.triplenetgateway.com/

5. Choules Financial

Choules Financial, founded in 2014 by Devin Choules, is a retirement planning firm based in Logan, Utah, with additional offices in St. George and Clearfield. Specializing in helping clients transition from wealth accumulation to wealth distribution, the firm focuses on creating secure income streams for retirement through their “Yes Method™,” which addresses investments, income, taxes, healthcare, and legacy planning. Choules Financial offers personalized investment strategies, tax-efficient planning, healthcare cost management, and legacy preservation, emphasizing safety and simplicity. The firm also provides educational seminars for pre-retirees and retirees. Devin Choules, with over a decade of experience, holds licenses in Utah, Idaho, and Nevada and is a registered investment advisor with a Series 65 securities license.

Phone: 14352480475

Email: ashley@choulesfinancial.com

Address: 999 W Main St STE 100, Boise, ID 83702

Website: http://choulesfinancial.com/

6. Jason Good Perennial Investment Advisors

Perennial Financial Services is an independent wealth management firm based in Los Angeles, California, founded in 2004 by John B. Petrick and Chris Nowakowski. Specializing in personalized financial planning and investment management, the firm uses a team-based approach to meet clients’ diverse financial needs. Operating as a hybrid Registered Investment Advisor (RIA), Perennial partners with LPL Financial, providing access to advanced technology, research, and compliance support. The firm offers a broad range of services, including financial planning, wealth management, risk management, retirement and legacy planning, insurance strategies, and business succession planning. Managing approximately $1.9 billion in assets across 2,899 client accounts, Perennial maintains a client-to-advisor ratio of 1:69 and upholds a strong reputation for fiduciary responsibility, ensuring clients’ interests are prioritized.

Phone: 13104452504

Email: shirley@perennialfs.com

Address: 9543 W Emerald St suite 207, Boise, ID 83704

Website: https://www.perennialfinancialservices.com/

7. Elevation Wealth Planning

Elevation Wealth Management Advisors, an office of Northwestern Mutual, operates in Boise, Idaho, and Spokane Valley, Washington. The firm specializes in personalized wealth management strategies, including retirement planning, investment management, and business succession planning, to help clients achieve financial peace of mind. Emphasizing a client-centric approach, Elevation Wealth aims to build long-term relationships through comprehensive financial education and tailored solutions. The firm serves individuals, families, and business owners, with a commitment to integrity and trust. Advisor Kyle Burton’s recognition on Forbes’ 2024 list of Best-In-State Top Financial Security Professionals highlights the firm’s dedication to excellence in financial advising.

Phone: 12205446109

Email: elevationwealth@nm.com

Address: 1111 W Jefferson St #540, Boise, ID 83702

Website: http://www.elevationwealth.nm.com/

8. Gem State Investment Advisors

Gem State Advisors is a trusted insurance and financial services firm based in Boise, Idaho. With a strong focus on Medicare, life insurance, and retirement planning, the company is dedicated to helping clients make informed decisions that protect their health and financial well-being. Their personalized approach ensures that each client receives tailored solutions that fit their unique needs and future goals. Gem State Advisors values long-term relationships and works diligently to provide guidance through every stage of life. Whether you’re approaching retirement or exploring your insurance options, their experienced team is ready to support you with clarity and care.

Phone: 12088905680

Email: ron@gemstateadvisors.com

Address: 4346 W Rose Hill St, Boise, ID 83705

Website: http://www.gemstateadvisors.com/

9. Boise River Financial Planning

Boise River Financial Planning is a fee-only, fiduciary financial advisory firm based in Boise, Idaho. Founded by Bill Heyer, a CERTIFIED FINANCIAL PLANNER™ (CFP®), the firm is committed to providing objective, transparent, and personalized financial advice to individuals, couples, and families. The firm offers services such as retirement planning, investment strategy, tax optimization, and financial organization, all without commissions or product sales, ensuring unbiased guidance tailored to each client’s goals. Boise River Financial Planning emphasizes a collaborative process, helping clients identify financial blind spots and develop clear paths forward, aligning financial decisions with personal values. The firm also provides investment management, creating customized portfolios held at reputable custodians like Charles Schwab.

Phone: 12089923313

Email: bill@boiseriverfinancial.com

Address: 4006 E Boise Ave, Boise, ID 83716

Website: http://boiseriverfinancial.com/

10. Fiduciary Financial Group

Fiduciary Financial Group (FFG) is a fee-only, independent wealth management firm with offices in San Rafael, Walnut Creek, California, and Boise, Idaho. Founded by Richard Davey, a CPA and CERTIFIED FINANCIAL PLANNER™ (CFP®), FFG specializes in serving high-net-worth individuals, retirees, business owners, and professionals with equity compensation. The firm offers a comprehensive range of services, including retirement and estate planning, tax strategies, investment management, and insurance solutions. FFG adheres to a fiduciary standard, ensuring client interests are always prioritized, and its team of professionals with expertise in accounting, law, and financial planning provides holistic, personalized strategies. The firm’s commitment to transparency and trust is evident in its business model, which avoids commissions from product sales, focusing solely on client-centered advice.

Phone: 12089576922

Email: cmoore@ffgwealth.com

Address: 2601 N Bogus Basin Rd, Boise, ID 83702

Website: http://www.ffgwealth.com/

Navigating Boise’s Investment Firms Landscape

As Boise continues to attract both private capital and entrepreneurial talent, the city’s investment advisory options have scaled accordingly. Investors are advised to assess firms based on a combination of qualitative and quantitative factors, including advisory philosophy, fee structures, client services, and long-term strategic outlooks. This guide refrains from endorsing individual firms but emphasizes the importance of aligning with advisors who demonstrate transparency, integrity, and a nuanced understanding of both local and national market dynamics. Boise’s evolving economic climate provides fertile ground for strategic, forward-thinking investment planning.