Top ESG / Sustainable investing financial advisors in Pocatello, ID

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN? • Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums • Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. • Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes. • You become educated and empowered to make your own financial decisions. • You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations. • Meet from your home (or anywhere!) virtually. • Night and weekend appointments available. • 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

Melinda Tuia is a financial advisor with Jordan Wealth Management in Pocatello, ID, holding a Series 65 designation and seven years of industry experience. She has been with Jordan & Company Chartered since 2015 and previously operated as a sole proprietor. Tuia is also a CPA and partner in an affiliated accounting firm, where she prepares tax returns and financial statements. Jordan Wealth Management serves individuals, corporate pension and profit-sharing plans, and other institutional clients, offering discretionary and non-discretionary portfolio management along with retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based approach, focusing on long-term, buy-and-hold strategies using primarily passively managed mutual funds supplemented by individual equities and fixed income.

John Edwards is a CFA® charterholder with 24 years of industry experience. He is currently a member of the five-advisor team at Capital Ideas, where he has worked since 2024. Prior to this, he held roles at Principal Street Partners, Edward Jones, ATLAS Infrastructure, and Credit Suisse Securities. Outside of his advisory work, he is involved with JJJ Cube 88 Publishing LLC, a book publishing venture. Capital Ideas serves a diverse client base including individuals, families, trusts, and institutional entities, managing over $336 million in assets. The firm employs a discretionary investment approach that incorporates fundamental and technical analysis, proprietary models, and outside research, offering portfolio management, commission-based trading, and subadvisory services.

Blaine Wood is a financial advisor at Freedom Day Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc., Liftoff Financial Planning, and Fidelity. Freedom Day Solutions serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, including managing the Freedom Day Dividend ETF (MBOX) using a combination of fundamental and technical analysis and quantitative scoring for dividend-paying companies.

John Mccormick is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2018. Prior to joining Stifel, he was employed at Automaxx Idaho and McCormick Auto Exchange. Outside of his advisory role, he serves on the boards of the Pocatello Rotary Group and the Boys and Girls Club of Southeast Idaho. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.