Pivot Wealth Advisors

Pivot Wealth Advisors is a fee-only financial planning firm specializing in tax-first wealth management for professionals and business owners. We help clients optimize their income, reduce taxes, and build a work-optional life through proactive financial planning and investment management.

Our approach is strategy-first, not product-first. We provide fee-only, transparent pricing with no commissions, ensuring objective, client-centered advice. We serve professionals, business owners, and individuals navigating complex financial decisions who want tax-efficient wealth building, retirement planning, and investment management.

Our services include proactive tax strategies, evidence-based investment management, retirement and work-optional planning, business and equity compensation strategies, and legacy and charitable giving planning. As a CFP® professional and fiduciary, Pivot Wealth Advisors is committed to unbiased, high-touch financial guidance that empowers clients to make confident financial decisions.

Based in Boise, Idaho, we serve clients locally and nationwide.

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

800 W Main St. #1460 Boise, ID 83702 Phone: +1 (208) 401-9272

Primary Office

800 W Main St. #1460 Boise, ID 83702 Phone: +1 (208) 401-9272