Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Bryce V

Series 65

Meridian, ID

Mustard Seed Financial

Bryce Valles is a financial advisor at Mustard Seed Financial with a Series 65 designation and one year of industry experience. Before joining Mustard Seed Financial, he held positions at T-Mobile and The Grove Hotel and was a full-time student for several years. Mustard Seed Financial is a state-registered investment adviser that provides financial planning, consulting, estate planning, and ongoing portfolio management to individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm uses proprietary globally diversified allocation models with a tactical overlay and incorporates a range of investment vehicles, including illiquid and alternative instruments, tailored to client objectives.

Real estate investing Cross-border / expatriate tax planning Wealth management Founder/Business Owner
user avatar
firm logo

Dylan B

Series 65

Meridian, ID

Mustard Seed Financial

Dylan Burks is a financial advisor at Mustard Seed Financial with a Series 65 credential and one year of industry experience. He has served in the U.S. Army with the Department of Defense since 2016. Mustard Seed Financial provides financial planning, investment management, consulting, and estate-planning support to individuals, families, trusts, estates, corporations, and non-profits. The firm manages approximately $109 million in client assets and offers access to both traditional and alternative investments, including Delaware Statutory Trusts and Opportunity Zone investments through its EquiShield 1031 division.

Real estate investing Cross-border / expatriate tax planning Wealth management Founder/Business Owner
user avatar
firm logo

Brian B

Series 63, Series 65

Meridian, ID

Mustard Seed Financial

Brian Burks is a financial advisor at Mustard Seed Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has operated Burks Wealth Management, doing business as Mustard Seed Financial, since 2002. In addition to his advisory role, Burks is an independent life insurance agent licensed in Idaho, providing life insurance services as an extension of his financial planning offerings. Mustard Seed Financial is a state-registered investment adviser serving individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm manages approximately $108.5 million in assets using proprietary, globally diversified allocation models that combine passive and active investments, as well as illiquid and alternative instruments tailored to client objectives.

Real estate investing Cross-border / expatriate tax planning Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")