Richard Davey is recognized as the #3 Top Next-Gen Wealth Advisor in Idaho for 2025 by Forbes, with a focus on tax-aware wealth management for attorneys, physicians, tech professionals, retirees, and business owners. After starting his career in public accounting during the 2009 recession, Davey transitioned to financial planning and co-founded Fiduciary Financial Group in 2016, growing it to manage approximately $850 million in assets.

Read the full profile here: Forbes.com.