Top financial advisors in Rexburg, 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 financial advice in Rexburg, ID, if you're navigating life changes like relocating to a growing community or managing new housing costs. A common pitfall is working with an advisor who overlooks how local economic factors affect your financial plan.
- Local market insight. Check how advisors incorporate Rexburg's housing trends and population growth into your investment and budgeting strategies.
- Comprehensive cash flow planning. Ask how they balance your income, expenses, and savings to fit your lifestyle in this specific area.
- Long-term relocation impact. Confirm they consider how moving to or living in Rexburg influences your retirement and tax planning over time.
- Experience with regional clients. Look for advisors who understand the unique financial challenges and opportunities faced by residents in Rexburg and similar communities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Parker M
Series 66
Rexburg, ID
LPL Enterprise
Parker Mecham offers financial planning in Rexburg, ID, with expertise in general retirement planning and tax-loss harvesting, suited for self-employed individuals and business owners. Affiliated with LPL Enterprise, a large firm, he provides flat-fee services and brings experience from major financial institutions, which may appeal to clients seeking structured fees and diverse investment options.
Experience: 4 years
Avg account: $239,757
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Dallin W
Series 65
Rexburg, ID
XYPN Sapphire
Dallin Walker offers financial planning in Rexburg, ID, with six years of experience and a Series 65 credential, supported by XYPN Invest's focus on long-term, risk-based investment strategies tailored to diverse client types including individuals and trusts. His flat-fee and independent status provide transparent pricing and personalized service, distinguishing him from advisors with different fee structures or less regional insight.
Experience: 6 years
Avg account: $1,302,587
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Daniel H
Series 66
Rexburg, ID
Morgan Stanley
Daniel Hawkins brings 26 years of experience and a Series 66 designation to clients in Rexburg, offering general estate planning guidance through Morgan Stanley's extensive resources. His role as a successor trustee since 2021 and access to structured planning tools differentiate him from others by combining local trust expertise with large-firm capabilities.
Experience: 26 years
Avg account: $670,481
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Matthew R
Series 65
Rexburg, ID
Searcy Financial Services, Inc.
Matthew Ray offers wealth management and retirement plan expertise tailored to high-net-worth clients in Rexburg, ID, addressing local economic factors like housing trends and population growth. His firm, Searcy Financial Services, manages $514 million with a risk-based, diversified investment approach and provides flexible fee options, including a 0.60% AUM fee and hourly planning services, distinguishing him from other advisors in the area.
Experience: 0 years
Avg account: $2,253,071
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Shannon C
Series 63, Series 65, Series 66
Rexburg, ID
Empower Advisory Group
Shannon Conway offers extensive expertise in retirement planning and Social Security optimization, supported by 29 years of experience and Series 63, 65, and 66 licenses, making her well-equipped to address financial needs in Rexburg, ID. Affiliated with Empower Advisory Group, a large firm focusing on employer-sponsored retirement plans and long-term portfolio management, she provides flat-fee and subscription pricing, distinguishing her from advisors with different fee structures or firm sizes.
Experience: 29 years
Avg account: $565,063
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