Top financial advisors in Burley, 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.
If you're managing your finances in Burley, ID, you might face unique local economic factors that affect your investment and retirement plans. Choosing an advisor who understands these regional nuances can help you avoid common pitfalls like misjudging local tax implications or overlooking state-specific retirement options.
- Local tax knowledge. Confirm how they incorporate Idaho's tax rules into your overall strategy to prevent unexpected liabilities.
- Retirement plan insights. Ask how they tailor retirement income plans considering Burley's cost of living and available state benefits.
- Community economic awareness. Look for advisors who stay informed about local market trends that could impact your investments.
- Experience with regional regulations. Ensure they understand Idaho's financial regulations to keep your plans compliant and efficient.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Steven C
Series 63, Series 65
Burley, ID
LPL Financial
Steven Cook's 15 years of experience and Series 63 and 65 licenses equip him to navigate Burley, Idaho's unique financial landscape, including local tax and retirement considerations. Affiliated with Principal Financial Services, a large firm offering diverse client services and flexible fee structures like hourly and monthly options, he stands out for serving a broad client base including retirement plans and trusts.
Experience: 15 years
Avg account: $399,489
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Ellis B
Series 66
Burley, ID
Edward Jones
Ellis Bryant's 13 years of experience and Series 66 designation equip him to address retirement income strategies and estate planning tailored to Burley, Idaho's local economic factors. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a range of advisory programs with an annual program fee up to 1.35%, distinguishing him through broad service options and local property ownership experience.
Experience: 13 years
Avg account: $246,728
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Kyler R
Series 63, Series 65
Burley, ID
Portside Wealth Group, LLC
Kyler Redder offers financial advisory services in Burley, ID, with six years of experience and expertise in options and derivatives strategies, which can address complex investment needs influenced by local economic factors. His firm, Portside Wealth Group, LLC, provides tailored discretionary portfolio management using ETFs, equities, and mutual funds, and offers flexible fee structures including flat fees and negotiable rates, distinguishing him from advisors with more traditional fee models.
Experience: 7 years
Avg account: $196,052
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Dee D
Series 63, Series 65
Burley, ID
Cetera
Dee Darrington's 29 years of experience and Series 63 and 65 credentials equip him to navigate Burley, ID's unique financial landscape, including local tax rules and retirement plans for business owners. Affiliated with Cetera, a large firm offering flat-fee and hourly consulting options, he also brings practical insight from his roles in agriculture and real estate, distinguishing him from other advisors in the area.
Experience: 29 years
Avg account: $306,089
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Robert O
Series 65
Burley, ID
Legacy Wealth Management, LLC
Robert Oakes offers expertise in private and alternative investments, options and derivatives strategies, and concentrated stock management, which can address complex financial needs in Burley, ID. His firm, Legacy Wealth Management, provides flat-fee and negotiable AUM pricing, serving individuals and organizations with discretionary portfolio management and tailored investment strategies, distinguishing him from advisors with more traditional fee structures or narrower service scopes.
Experience: 4 years
Avg account: $186,710
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