Beto Financial Group LLC is an independent wealth management firm based in Boise, Idaho, operating as a Registered Investment Advisor. The firm offers personalized financial planning and investment management services to individuals and business owners, focusing on aligning strategies with each client’s unique goals. As of March 2024, Beto Financial Group manages approximately $259 million in assets across 735 accounts, with a significant portion serving high-net-worth individuals. The firm’s team of five professionals emphasizes transparency and client-centric service, aiming to guide clients through the complexities of their financial lives. Their services include wealth management, ESG investing, and tailored financial planning solutions.