Boise, Idaho Financial Advisors

We are financial planners in Boise, ID who help residents
retire confidently, and stay confidently retired.

Proud to be a part of the Boise community.

We here at Treasure Valley Financial Planning saw an opportunity to serve the community we love by providing a unique financial planning experience free of conflicts of interest.

We are a fiduciary comprehensive retirement planning firm with over seventy years of combined experience.

We are dedicated to helping our clients plan for a comfortable retirement. We offer a wide range of services, including investment management, retirement income planning, estate planning and more. If you are retired or less than 10 years from retiring, let’s sit down to discover if we’re right for you! 

Our Boise, Idaho office is on S Timesqure Ln for your convenience.

Our Commitment

Why work with a Financial Planner in Boise, ID?

A financial planner can help you figure out how much money you will need to retire comfortably.

Money is a common source of stress and uncertainty, especially when it comes to retirement. At Treasure Valley Financial Planning, we focus on helping our clients retire confidently through our unique TVFP 360 Model

During this stage of life, there are critical financial decisions to be made. We provide expert guidance and personalized services to help you make the most of your money now and in the future. We'll work with you to understand your unique circumstances and create a plan that fits your needs. 

Most importantly, we are great listeners. We partner with you only after fully understanding your situation and concerns. We look forward to the opportunity to build a life-long relationship with you.



“I have worked with JT and his organization for over a year now and they are very professional and provide excellent service. If you need excellent financial information, this is the organization to work with.”
“JT is kind, personable, and knowledgeable. He has been a great help to me in getting my finances in order. I trust him to be fair and honest. I recommend TVFP and am glad I found them.”
They have been honest and transparent in how they handle my money. A very educated team. They keep me informed in what to look for in the future of the stock market.

Our Services


Wealth Management

World-class investment management using a low-cost structure that goes above and beyond buy, hold and hope. We actively manage your accounts as the market and economy dictate.

Retirement Income Planning

Our retirement planning advisors will help you retire confidently and stay confidently retired.

Estate Planning

You will gain peace of mind knowing that your estate plan is secure and valid in the state of Idaho.

Retirement Tax Planning & Preparation

Our financial planners use creative strategies for tax planning so you can keep as much of your money as possible.

Risk Management

Growing older is mandatory, doing it well is optional. Having a financial plan in place can’t assume that everything will go according to plan. Life throws us curveballs that require preparation during retirement planning.

Have Questions?

We have answers

Your Next Steps


Learn More

A complimentary initial phone call to see if your needs and our expertise align.


A deeper dive for us to learn about your goals and for you to learn how we can help.

Action Plan

A simple, one-page Action plan to help you achieve your goals.