Financial Planners near Boise

“Fiduciary Financial Group is a truly fantastic financial organization. I began working with Richard Davey when he was managing my mother’s funds. Although she was quite elderly and did not have many assets, Richard called her twice yearly and managed her funds until her recent death. There is little profit in managing a small IRA, but Richard kept her account in the black for years, always beating the returns of the benchmark. I was so impressed with how carefully my mom’s account was managed my husband and I decided to transfer our accounts to FFG. Needless to say, we are very happy with everyone at FFG. We receive financial planning, tax advice and retirement planning. We are well taken care of by all of the thoughtful and knowledgeable colleagues at FFG and would highly recommend their services. It feels very good to be retired and comfortable without financial worries!“

“Have been incredibly happy as a client of Buffington Mohr McNeal. I'm fortunate to work with Dan Potter. He's present to answer any question I may have, and my returns have been fantastic. Cannot recommend Dan and BMM enough“

“We’ve been working with Luke at HI Financial for a few months now, and it’s been a truly positive experience. He’s helped us get our finances in order and given us clarity on the big picture of where we’re headed.

Luke’s passion for his work really shows. He’s approachable, knowledgeable, and above all, a great listener. He doesn’t push a one-size-fits-all plan — instead, he listens to our goals, adapts to our needs, and adjusts as things evolve.

We feel like we can trust him — he’s transparent, down-to-earth, and genuinely invested in helping us prepare for the future. Our experience with Luke has been personal, insightful, and empowering.

If you want someone who listens, cares, and understands the big picture, Luke at HI Financial is someone you’ll be glad to work with.“