​Modern Wealth Management’s Boise, Idaho office, located at 1405 W Main Street, offers comprehensive financial services including retirement planning, investment management, tax strategies, estate planning, insurance, and company retirement plans. The Boise team became part of Modern Wealth in October 2024 through the acquisition of Petso Financial Consultants, LLC, bringing with them a wealth of experience and a client-centric approach. Key team members include Thomas Brown, CFP®, a financial advisor since 2005; Jennifer Stone, CFP®, with experience since 1994; and Dave Petso, CFP®, a financial advisor for over 40 years and founder of Petso Financial Consultants. The team emphasizes personalized financial planning, aiming to align clients’ financial strategies with their unique goals and values.