Intermountain Wealth Management

Intermountain Wealth Management is a fee-only Registered Investment Advisor (RIA) based in Idaho Falls, Idaho. As fiduciaries, we are dedicated to providing personalized financial planning, investment management, retirement strategies, and risk management services to individuals, families, and businesses. Our team leverages decades of experience to create customized financial plans that align with each client’s unique goals and values, helping them navigate their financial journeys with confidence and clarity. With a focus on transparency and trust, we aim to preserve and grow our clients' wealth while minimizing risks.

We also specialize in assisting businesses with organizing, formalizing, and monitoring retirement plans, including providing fiduciary training to ensure compliance and optimal performance. At Intermountain Wealth Management, we pride ourselves on simplifying financial planning, delivering transparent and actionable guidance to help clients achieve financial stability and peace of mind. Our unwavering commitment to ethical standards and continuous professional development underscores our dedication to excellence in the financial planning profession.

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.
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Advisors 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.
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This Office

101 Park Ave, Suite 204 Idaho Falls, ID 83402 Phone: (208) 522-3344

Primary Office

101 Park Ave, Suite 204 Idaho Falls, ID 83402 Phone: (208) 522-3344