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Kody W
CFP®, ChFC®, Series 63
Boise, ID
Madrone Financial Planning
Kody Williams is a financial advisor at Madrone Financial Planning in Boise, ID, holding the CFP®, ChFC®, and Series 63 designations with six years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2018 to 2026 and has experience with H&R Block and BYU-Idaho. Madrone Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of active and passive strategies tailored to client-specific investment policies and offers specialized retirement plan advisory services, including acting in ERISA fiduciary or 3(38)-style investment manager roles.
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