Meridian, Idaho Financial Advisors

We are financial advisors in Meridian, ID who help residents
retire confidently, and stay confidently retired.

Proud to serve the Meridian community.

We offer a holistic and comprehensive experience as a team of professionals working on your behalf.

We strive to offer a retirement that helps our clients feel in control. Our services include investment management, retirement income planning, estate planning, and more. If you're retired or have less than 10 years to go before retiring, get in touch with us and we'll evaluate whether we believe we could be a good match.

Our Meridian, Idaho office is at 3080 E Gentry Way for your convenience.

Our Commitment

Thinking of working with a Financial Planner in Meridian, ID?

As a fiduciary, we are individuals who act in the best interest of our clients.

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

Our Model offers a rare combination of Investment Management, Retirement Income Planning, Tax Planning & Preparation, and Estate Planning. With our help, you'll be able to anticipate life changes and prepare for what you may have not taken into account previously.

We offer a no-obligation, complimentary initial phone call to see if your needs and our expertise align.  Contact us today!



“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.