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Justin B

Series 65

Meridian, ID

Delta Financial Advisory

Justin Boyd is the principal of Delta Financial Advisory in Meridian, ID, holding a Series 65 license with two years of industry experience. Before founding his advisory firm, he worked in various roles at companies including Metroquip, Inc., CliftonLarsonAllen, Lithia Motors, Republic Services, and American Cleaning Service. He also provides business consulting and accounting services to private clients, which occupies a significant portion of his working hours. Delta Financial Advisory is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and fee-based non-discretionary advice. The firm combines investment advisory with accounting, tax advisory, and business consulting services, focusing on proprietary model portfolios and maintaining a small, closely managed client roster.

Wealth management Business Financial Management General retirement planning Tax strategies for small businesses
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