Top financial advisors in Lewiston, 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 Lewiston, ID if you're navigating life changes like relocating to a new area or managing evolving housing costs. A common pitfall is working with an advisor who overlooks how local economic factors affect your financial plan.
- Local market insight. Confirm the advisor understands Lewiston's housing trends and economic growth to align your investments with regional realities.
- Comprehensive cash flow planning. Ask how they incorporate your moving expenses and potential income changes into your budget.
- Long-term affordability focus. Ensure they help you plan for housing costs that may rise as the area grows, not just current prices.
- Experience with relocation. Look for advisors who have guided clients through similar moves, balancing new opportunities with financial stability.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Chelsey S
CFP®, Series 66
Lewiston, ID
Cambridge Investment Research Advisors
Chelsey Snyder offers financial planning in Lewiston, ID, with a focus on retirement income strategies and plans for business owners, supported by her CFP® certification and experience at a large firm. Her background in accounting and community involvement, combined with flat-fee and hourly pricing options, distinguishes her approach from others by blending local insight with flexible fee structures.
Experience: 3 years
Avg account: $378,281
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Ryan S
Series 63, Series 66
Lewiston, ID
Elite Financial, Inc.
Ryan Skinner's 24 years of experience and Series 63 and 66 licenses equip him to address Lewiston's unique financial challenges, including housing cost changes and relocation. At Elite Financial, he offers tailored portfolios using mutual funds and ETFs, with a fee structure of 1.50% AUM and hourly planning rates, serving a diverse client base including trusts and business entities.
Experience: 24 years
Avg account: $624,672
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Guyla W
Series 66
Lewiston, ID
Empower Advisory Group
Guyla Walker offers financial planning in Lewiston, ID, with expertise in retirement income strategy, Social Security optimization, and debt management, which can support clients managing housing costs and relocation expenses. Working at Empower Advisory Group, a large firm with flat-fee options and integrated investment management, she brings four years of experience and a Series 66 designation, distinguishing her through a structured, platform-driven approach.
Experience: 4 years
Avg account: $565,063
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Larry K
Series 63, Series 66
Lewiston, ID
Edward Jones
Larry Kopczynski brings 27 years of experience in Lewiston, ID, with expertise in retirement income strategy and business exit planning, which can help address local economic factors and housing cost changes. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with an annual program fee up to 1.35%, distinguishing him from smaller or less experienced advisors.
Experience: 27 years
Avg account: $246,728
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Brett S
Series 63, Series 65
Lewiston, ID
LPL Financial
Brett Skorstad's 27 years of experience and Series 63 and 65 licenses equip him to address Lewiston's unique financial challenges, including housing cost changes and relocation. Affiliated with LPL Financial, a large firm offering flat-fee planning and diverse client services, he brings seasoned expertise and access to extensive research and advisory resources, distinguishing him from other local advisors.
Experience: 28 years
Avg account: $399,489
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