Boise, ID E Barber Valley Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Wood Tarver Financial
Team
Firm-wide stats for Wood Tarver Financial
About
Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), employer‑sponsored plans, foundations, trusts, and charitable organizations. The firm’s team of four advisors manages approximately $489 million in discretionary assets across about 575 client relationships.
The firm typically constructs portfolios guided by Modern Portfolio Theory and manages most accounts on a discretionary basis, tailoring asset allocation and securities selection to clients’ goals, risk tolerance, and time horizon. Wood Tarver may use third‑party sub‑advisors and independent managers and offers a sponsored wrap‑fee program that centralizes trading and administrative services for comprehensively managed accounts.
Distinctive features include the firm’s sponsorship of a wrap‑fee program and its explicit provision of participant education and plan‑sponsor consulting for retirement plans, services that are less common among peer team firms. Managing 575 client relationships across four advisors results in a relatively high client‑to‑advisor workload compared with many peers, which the firm addresses in part through delegated independent managers and program offerings.
Based on Wood Tarver Financial
Expertise
Based on Wood Tarver Financial
Location
3232 E Barber Valley Drive
Boise ID 83716
Advisors at this office
4
Advisors at this office
Jordan B
Series 65
Boise, ID
Wood Tarver Financial
Jordan Boyd is a Series 65-licensed financial advisor with Wood Tarver Financial in Boise, ID, where he has worked since 2019. He has two years of industry experience and previously held roles at Paylocity and Boise State University. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a Modern Portfolio Theory framework combined with multiple analytical approaches and offers portfolio management through a wrap fee program.
Nathan T
CFP®, Series 65
Boise, ID
Wood Tarver Financial
Nathan Tarver is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Wood Tarver Financial since 2023 and previously spent four years at PricewaterhouseCoopers followed by three years at Paladini Financial Advisors LLC. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across 575 client relationships, employing Modern Portfolio Theory and utilizing third-party sub-advisors and a sponsored wrap-fee program to tailor portfolios according to client goals and risk tolerance.
Eric T
Series 65
Boise, ID
Wood Tarver Financial
Eric Tarver is a financial advisor at Wood Tarver Financial in Boise, Idaho, holding a Series 65 designation with seven years of industry experience. His prior experience includes two years at KPMG and early work with Wood Financial Group, LLC. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, using a portfolio construction approach guided by Modern Portfolio Theory and offering a wrap-fee program and plan-sponsor consulting services.
David T
Series 63, Series 65
Boise, ID
Wood Tarver Financial
David Tarver is a financial advisor at Wood Tarver Financial in Boise, ID, holding Series 63 and Series 65 licenses with 35 years of industry experience. He worked at UBS Financial Services for 25 years before joining Wood Tarver Financial in 2026. Wood Tarver Financial provides wealth management, financial planning, and retirement consulting to individuals, including high-net-worth clients, as well as employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, typically using Modern Portfolio Theory to tailor portfolios according to clients’ goals and risk tolerance.
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