Retire Sensibly

Welcome! I'm Ron Strobel, CFP®. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I am proud to be an independent, fee-only, fiduciary financial planner.

I serve clients near Boise, Meridian, Nampa, Caldwell, and throughout Idaho.

My key values include:

-A dedication to fulfilling my fiduciary duty by providing advice that is in the best interests of my clients
-Operating as a small business without the stress of forcing clients to deal with call centers and the other downsides of working with large firms
-Providing a comprehensive point of view that considers the combined impact of taxes, investment decisions, and other factors when helping clients reach their goals

I am available to meet over the phone, virtually, or in-person in Nampa, Meridian, or Boise. Our initial discussion will be a brief 15-minute phone call to help me learn more about you, your goals, and your values. From there we will decide if it makes sense to move on to a more formal meeting to review your investments, your financial plan, and any other topics of importance to you.

My ideal clients include real estate agents, mid-career professionals, pre-retirees, and retirees who have moved to Idaho from another state.

(208) 795-3446 (call or text)
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Advisors at this Office

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This Office

14450 N Vintage Way Nampa, ID 83651-7629 Phone: (208) 795-3446

Primary Office

14450 N Vintage Way Nampa, ID 83651-7629 Phone: (208) 795-3446