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.