Financial Advisors in Boise, Idaho

Boise, ID

Offering personalized financial solutions tailored to your specific goals and needs, the team in EP Wealth's office in Boise provides customized investment portfolio management, retirement planning, legacy and estate planning, tax planning, business solutions, and other services aimed at growing and preserving wealth to support your lifestyle now and in the future. Contact us today to start building your financial future.

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CLIENT SUPPORT TEAM

Amanda Wagner
Senior Client Relationship Associate

Shirley Cleveland
Senior Client Relationship Associate

Andrea Puopolo
Fixed Income Analyst

Ali Dang, CFA
Portfolio Manager

Contact Our Boise Financial Advisors

Our Boise office invites you to visit and meet our financial advisors to see what our full-service team can provide.

Client Testimonials

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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