Treasure Valley Financial Planning is a trusted financial advisory firm located in Boise and Meridian, Idaho. They specialize in helping clients retire with confidence by avoiding pitfalls and capturing opportunities. As fiduciaries, they prioritize their clients' interests, offering a comprehensive model that includes Wealth Management, Retirement Planning, Financial Estate Planning, Tax & Financial Planning, and Risk Management. Clients appreciate the professionalism and knowledge of the team, particularly noting the helpful advice and genuine interest in their financial well-being. Reviews highlight the strong relationships built with advisors like Kendell and Dillan, who are praised for their patience, preparedness, and ability to make the planning process stress-free. Clients feel positive about their experiences and look forward to continuing their journeys with Treasure Valley Financial Planning.
I'm so excited to start working with Treasure Valley Financial. My favorite financial planner moved to Idaho from California and I'm following him over. Their philosophy for and focus on retirees is in line with my goals.
September 2025
Met with Kendell Frye. He was very professional and knowledgeable. He was well prepared for our meeting and offered good advice. I appreciated his time, it was very helpful.
September 2025
The respect and professionalism of this group is exceptional. We are grateful for the education and direction that has been provided to us. Thank you Dave and team for your genuine interest to help us with our retirement.
