Wall Street,
meet Main Street

We believe that clients come first — not pre-selected investment products or sales goals. And, we do our best to treat our clients the way we would like to be treated — not like a walking portfolio balance.

Main Street in Boise circa 1900.
main street boise sketch

Your Financial House

Asset allocation and investment selection is the foundation. But, anticipating significant family and lifestyle changes, retirement distribution planning, wealth transfer, and long-term care needs can be just as important. 

Sketch of original house that would become St. Luke's.
St. Lukes hospital orginal house

Open Architecture

We adhere to an objective, unbiased, and transparent process of investment selection. We use low-cost and passive (indexing) investment alternatives when appropriate as opposed to advisors who have revenue sharing agreements with the broker/dealer. We are not obligated to sell any proprietary products.

Sketch of the original Territorial Capitol building.
Sketch of Idaho Territorial Capitol

Unique By Design

Our culture of independence and integrity, while embracing long-term planning and thoughtful decision-making, makes us different from many other firms in the marketplace.

Sketch of Boise's first City Hall, corner 10th & Main Streets.
Boise City Hall sketch

Get On Track

Our success comes from helping you get to where you want to go. We’ll start the journey by taking the time to listen and understand.

Sketch of Boise's old train station on Front Street.
Boise Train Station at 10th

 

Please explore this site further to see how we can help you, and please contact us Phone: 208-344-1545, Fax: 208-344-2485

 

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC