Financial Advisor in Meridian, ID.
Meridian households and Treasure Valley professionals work with FFG for evidence-based investing and tax-smart financial planning from our nearby Boise office.
Fiduciary wealth management & integrated tax planning.
Meridian's growing families and professionals come to us for one coordinated plan: investments and taxes managed together, not in separate silos.
As a fee-only fiduciary, FFG earns no commissions and is obligated to put your interests first, pairing evidence-based investment management with CPA-led tax planning, estate planning, and financial planning in one coordinated relationship.
- Financial and retirement planning
- Integrated tax preparation and planning
- College funding and family goals
One team for investments, taxes & your whole plan.
Investment Management
Maximize the probability of achieving all that is important to you through evidence-based investing tailored to your unique goals, never cookie-cutter, always custom.
Learn moreTax Planning & Preparation
A tax-focused wealth management approach to help you keep more of what you’ve earned.
Learn moreLegacy & Estate Planning
Create a life of significance for you, the people you love, and the causes you care about.
Learn moreFinancial Planning
Effective cash flow planning and financial optimization help you make the most of your money. Our planning process includes ongoing stress testing and scenario analysis to keep your strategy aligned, even as life changes.
Learn more“Excellent customer service by knowledgeable professionals.”
“So glad we found FFG to take care of our financial strategy and taxes. It is reassuring that FFG is looking after us, allowing more time for us to focus on our retirement activities!”
“I would like to say a very heartfelt thank you to Richard, Trevor, and the entire team at the Boise office. They truly are a fiduciary. They always put my interest first. They are guiding my happy retirement with care and precision.”