Financial Advisor in Sun Valley, ID.
FFG serves Sun Valley and Blaine County clients — high-net-worth retirees, executives, and business owners — with fee-only fiduciary financial planning and integrated CPA tax services, delivered from our Boise office.
Fiduciary wealth management & integrated tax planning.
Sun Valley's affluent community includes executives, founders, and retirees managing complex balance sheets: investment portfolios, real estate, equity compensation, and estate structures that span multiple states. We deliver one coordinated fiduciary plan covering investments, taxes, and wealth transfer — no commissions, complete transparency.
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.
- High-net-worth and family-office wealth management
- Multi-state tax planning and preparation
- Estate, trust, and wealth-transfer strategy
- Sun Valley
- Ketchum
- Hailey
- Bellevue
- Boise
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.”