Financial Advisor in Meridian, ID
Treasure Valley Financial Planning is headquartered in Meridian, Idaho, a fiduciary wealth management team dedicated to helping families create Compound Impact™ through purposeful financial decisions that support their relationships, life experiences, and legacy.
- Create clarity and alignment
- Receive full team support
- Preserve and purpose wealth
How Our Meridian-Based Family Office Helps You
Complete Retirement Planning Services in Meridian, Idaho
Meridian is the fastest-growing city in Idaho, and it is also where Treasure Valley Financial Planning is headquartered. Unlike advisory firms that serve Meridian remotely from Boise, Salt Lake City, or out of state, our team lives and works in Meridian, with our office located at 3715 E. Overland Rd, Suite 205. That local presence matters when you want to sit across the table from the people managing your financial plan rather than working with a call center or a rotating point of contact.
Our range of financial services in the Meridian metro area is built around the Treasure Valley Family Office model: your financial advisor, CPA, and estate planning attorney work from the same plan under one advisory fee, all based right here in Meridian. Instead of three professionals who rarely speak to each other, a tax decision is made with your investment picture in view, and an estate planning update is made with your income strategy in mind. We act as a fiduciary when providing investment advisory and financial planning services, which means we are required to act in your best interest and fully disclose material conflicts of interest.
The Meridian-area families we work with generally fall into three groups. The first is pre-retirees and retirees with at least $2 million in investable assets who need income planning, investment management, tax-aware strategies, and estate plan coordination as they move from accumulating wealth to living on it. The second is corporate and tech executives, including employees at Micron's nearby Boise-area campus, who are managing stock-based compensation, RSU tax planning, and liquidity event planning around vesting schedules or a change in role. The third is single women navigating widowhood or divorce who need account organization, income planning, and financial abuse safeguards while stepping into full financial responsibility, often for the first time on their own.
Working with a team headquartered in Meridian is different from working with a remote advisor who serves the area from another city or state. Meetings happen in person when you want them to, your documents and account paperwork are handled by people who know the local market, and the same team that builds your plan is the team you see at annual reviews, not a service center that changes representatives each year.
Meridian's central location in the Treasure Valley also means our office is a short drive from Boise, Eagle, and Nampa, so families throughout the metro area reach us easily whether they live in Meridian itself or a neighboring community. We also meet virtually for ongoing planning conversations throughout the year, so geography is never a barrier to staying coordinated.
Our advisory approach is recognized by the community we serve. Idaho's Best awarded Treasure Valley Financial Planning, as the 2026 "Idaho's Best - Gold Winner" for the financial planning category in April 2026 based on the period of February 2025 to February 2026 and 2025 "Idaho's Best - Treasure Valley Winner" for the financial planning category in April 2025 based on the period of February 2024 to February 2024. Learn more about how our family office model is structured on The TVFP Family Office page, see how we serve Boise-area families, or browse our Insights page for more Treasure Valley retirement and tax planning articles.
Example 1
A Meridian couple in their early sixties, five years from retirement, with $2.5 million split between 401(k) accounts, a taxable brokerage account, and home equity. Their plan centers on income planning to help their savings support long-term independence, investment management aligned to how much risk they are actually comfortable carrying, and estate plan coordination with their attorney so beneficiary designations and trust documents match their current wishes. This is not a promise of a specific outcome. It is a coordinated plan designed to support a more confident retirement, built by a team based right here in Meridian.
Example 2
A tech professional living in Meridian who commutes to a nearby Boise-area employer, with a base salary, an annual RSU grant, and a growing concentration in a single stock. His plan focuses on responsibly diversifying that position over several years, RSU tax planning around vesting and sale timing, and coordinating his 401(k) contributions with his broader retirement timeline. Corporate and tech executives across the Treasure Valley tend to share this same need, a plan that treats equity compensation as one part of a coordinated tax and investment strategy rather than a separate decision made once a year at grant time.
Example 3
A Meridian widow in her sixties who took over household finances for the first time after her husband's passing. Her priorities include retitling accounts, organizing scattered statements into one coordinated picture, building an income plan she understands and trusts, and putting financial abuse safeguards in place, such as trusted contact designations and account alerts. The same support applies to Treasure Valley clients navigating a divorce, where decisions often move quickly but still need to fit into a longer-term plan.
- Access to a coordinated team of CPAs, attorneys, and strategic professionals
- Advanced planning solutions that integrate tax, estate, and investment strategies
- Holistic financial planning with your specific values and mission in mind
- Customized action plans to navigate complex decisions through a unified professional network
- Proactive risk assessment to provide protection and less worry
- Transparent, value-driven service for an unwavering trust in your advisory relationship
Very professional in every way. Excellent knowledge. Would recommend 1000%.
Rebecca B. ...treats us with the utmost respect and sincerity.
Joyce A. The team is always looking at ways to invest better, save on taxes better. I would highly recommend
Lynette L. They have been very attentive, considerate, and professional, while listening to our wants and needs.
Lynda P. We were greatly impressed with J.T.’s grasp and assessment of our situation and financial goals...
June F. Treasure Valley Financial Planning has been an incredibly positive experience.
Thomas M. TVFP is always there when I need them.
Linda G. We felt comfortable and relieved that they were on top of things and that our retirement money was in good hands!
David R.
Reviews are submitted directly to Google, an independent 3rd-party platform, by individuals who may or may not have provided the review following an invitation from the firm. The reviews shown here have been selected from among all client feedback. Reviewers are current or former clients of the firm. No compensation was provided for any review, and the firm is not aware of any other conflicts of interest regarding these reviews.
About the team
Meet the team- 1
Start the Conversation
Schedule an initial call to explore your goals and see if there’s a natural fit.
- 2
Explore Together
You learn about us. We learn about you. We talk through what’s working, what’s missing, and what’s possible.
- 3
Create Lasting Impact
Move forward with a plan designed to maximize your relationships, life experiences and legacy.
Dedicated to Serving the Meridian Community
Treasure Valley Financial Planning is headquartered at 3715 E. Overland Rd, Suite 205, Meridian, ID 83642, and you can reach our team directly at (208) 789-0888. This is not a satellite office or a shared address, it is where our advisors, support staff, and coordinated family office team work every day.
Situated in the lively and fast-growing area of Meridian, Idaho, Treasure Valley Financial Planning takes pride in being your neighborhood provider of thorough financial guidance. Our Meridian roots offer us not only a close view of the local financial scene but also a strong commitment to the community we serve. Whether you're on the cusp of retirement or already retired, you can count on personalized, in-person service right here in Meridian.
Meridian's central location also puts us minutes from Boise, Eagle, and Nampa, so families throughout the Treasure Valley reach our office easily, whether Meridian is home or a short drive away.
We're right in Meridian, Idaho
3715 E. Overland Rd Suite. 205 Meridian, ID 83642Have Questions?
Do I need to have everything figured out before reaching out?
No. Most people do not. Many reach out because something feels unsettled, not because they have clear answers. You might know what you want to avoid, but not what to do next. That is normal. Our work often starts by helping you sort through questions, not by asking you to bring solutions. Clarity comes through conversation, not before it.
Why should we choose Treasure Valley Financial Planning over other firms?
Many firms focus mainly on managing investments. We focus on helping your wealth support what matters most to you. Our work is guided by a philosophy we call Compound Impact, which means aligning financial decisions with your family, your values, and the legacy you want to leave. We operate as a family office, leading a coordinated team of tax and legal professionals so you are not left managing advisors or connecting the dots on your own. And we show up differently. We are practical, warm, and willing to roll up our sleeves. In a white-collar industry, we take a blue-collar approach by meeting you where you are and helping with the real decisions life brings, not just the financial ones.
We already have professionals in place. What's typically missing?
Most families already have capable people helping them. What is often missing is shared direction. Each professional may focus on their own area, but no one is responsible for how decisions connect over time. Without that perspective, good advice can still lead to confusion, overlap, or missed chances. The issue is rarely skill. It is how everything fits together.
Is this the right fit for me?
This approach is designed for successful pre-retirees and retirees, typically within five years of retirement or already retired, who want clarity as decisions become more interconnected. Many of our clients include recently retired professionals, business owners preparing for or exiting a business, and individuals who have stepped into full financial responsibility, such as widows or single women making major decisions on their own. They have saved well and are doing fine by most measures, but they sense there should be a more thoughtful and coordinated way to move forward. Our strategies work best for individuals and families with at least $2 million in investable assets. At this level, the challenge is rarely accumulation. It is making sure wealth is structured intentionally to support income, reduce taxes, navigate life transitions, and create the kind of legacy they care about.
What if my priorities change later?
That is expected. Life changes, and plans should adapt. A good framework allows room for new priorities without starting over. Our work is built to evolve as your life does, so decisions stay aligned even when circumstances shift.
What if my situation is simpler or more complex than most?
Both are common. Some people need help gaining clarity and confidence. Others need help managing layers of complexity. Our approach adjusts to the situation, not the other way around. The goal is the same in both cases. To help decisions feel clear, intentional, and manageable over time.
Why choose a financial planner in Meridian instead of one based in Boise or another city?
Choosing a financial planner headquartered in Meridian means your advisor, CPA, and estate attorney are working from an office you can visit in person, not a satellite location or a remote team serving the area from another city. Treasure Valley Financial Planning is based at 3715 E. Overland Rd in Meridian, and that local presence is built into how we coordinate your plan.
How close is your office to Boise?
Our Meridian office is a short drive from downtown Boise along I-84, typically about 15 minutes depending on traffic. Many of our Boise clients choose to meet in person at our Meridian office, while others prefer virtual meetings for ongoing planning conversations throughout the year.
Do you work with Micron employees who live in or near Meridian?
Yes. Many Meridian-area clients work at Micron or another nearby tech employer and hold concentrated stock positions from RSU grants. We help build a diversification schedule, plan around vesting and sale timing, and coordinate that equity compensation with the rest of a retirement and tax plan.
Is Treasure Valley Financial Planning actually based in Meridian, or is that just a service area?
We are headquartered in Meridian. Our office is located at 3715 E. Overland Rd, Suite 205, Meridian, ID 83642, and it is where our advisors, CPAs, and support staff work day to day, not a satellite address or a shared office we visit occasionally.
What other Treasure Valley communities do you serve from your Meridian office?
From our Meridian office, we serve families throughout the Treasure Valley, including Boise, Eagle, Nampa, Kuna, Star, Caldwell, Garden City, and Middleton. Meridian's central location makes it easy for clients across the metro area to reach us.
What does the family office model look like for Meridian clients?
Our Treasure Valley Family Office model brings your financial advisor, CPA, and estate attorney together under one advisory fee, all working from the same office in Meridian. That coordination means a tax decision is made with your investment picture in view, and an estate planning update accounts for your income strategy, rather than three professionals working in isolation.