Top financial advisors in Blackfoot, ID
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering a financial advisor in Blackfoot, ID if you're navigating life changes like relocating to a new area or managing evolving housing costs. A common mistake is working with an advisor who overlooks how local economic factors affect your financial plan.
- Local market insight. Confirm how they incorporate Blackfoot's housing trends and population growth into your investment and retirement strategies.
- Experience with relocations. Ask about their approach to clients moving into or out of the area, including tax and cost-of-living adjustments.
- Comprehensive cash flow planning. Ensure they consider your entire financial picture, not just investments, especially if your housing situation is changing.
- Long-term adaptability. Check how they update plans as local conditions and your personal circumstances evolve over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James P
Series 63, Series 65
Blackfoot, ID
OSAIC
James Phelan brings 28 years of experience and holds Series 63 and 65 licenses, making him well-equipped to address financial needs in Blackfoot, ID, including local housing and relocation considerations. Operating within Osaic, a large firm with technology-driven investment processes, he offers flat-fee planning and consulting services, and his background includes insurance brokerage focused on annuities, providing a broad financial perspective compared to other advisors.
Experience: 28 years
Avg account: $398,336
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Cami N
Series 63, Series 66
Blackfoot, ID
Centaurus Financial, Inc.
Cami Newsome's 21 years of experience and Series 63 and 66 licenses equip her to address financial needs in Blackfoot, ID, including income planning and Social Security optimization. Working with Centaurus Financial, a large firm serving diverse clients, she offers negotiable hourly fees and comprehensive services, distinguishing her from advisors with smaller practices or fixed fee structures.
Experience: 21 years
Avg account: $213,989
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Heather G
Series 63, Series 65
Blackfoot, ID
Transamerica Financial Advisors
Heather Goodworth in Blackfoot, ID, offers financial advice through Transamerica Financial Advisors, a large firm known for serving diverse clients including trusts and charitable organizations. With expertise in ESG investing and wealth management, she applies a model portfolio and third-party manager approach, charging a 0.65% AUM fee. Her background in financial education and marketing adds a unique perspective compared to other local advisors.
Experience: 2 years
Avg account: $48,577
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Aaron B
CFP®, Series 66
Blackfoot, ID
Raymond James Financial
Aaron Burke's 11 years of experience and CFP® certification equip him to address financial planning needs in Blackfoot, including cash flow and retirement strategies sensitive to local economic factors. Operating within Raymond James Financial, a large firm offering flat-fee structures, he supports diverse clients with non-discretionary planning and leverages extensive research resources, distinguishing him from advisors with smaller practices or different fee models.
Experience: 12 years
Avg account: $700,796
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Michael A
CFP®, Series 63
Blackfoot, ID
Edward Jones
Michael Anderson's 25 years of experience and CFP® certification equip him to address Blackfoot's unique financial challenges, including retirement income strategy and multi-generational wealth transfer. Operating within Edward Jones, a large full-service firm, he offers diverse advisory strategies and serves a broad client base, distinguishing him with extensive resources and a comprehensive approach compared to smaller local advisors.
Experience: 25 years
Avg account: $246,728
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