Berkeley, Inc.

We are a full service, independent comprehensive planning and wealth management firm registered with the Securities and Exchange Commission. Founded in 1996, our firm is located in Boise, Idaho. Our experienced team includes four professional Financial Advisors, an Office Administrative Manager, and full back office support. Berkeley, Inc strives to protect and enrich the financial well-being of our clients.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Associates at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

3778 N Plantation River Dr Ste 102 Boise, ID 83703-3011 Phone: (208) 853-6980 Fax: (208) 853-6982

Primary Office

3778 N Plantation River Dr Ste 102 Boise, ID 83703-3011 Phone: (208) 853-6980 Fax: (208) 853-6982