Find Top Financial Advisors Near Lewiston, Idaho
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ELITE FINANCIAL, INC.
ELITE FINANCIAL, INC.
Lewiston, Idaho
Elite Financial, Inc. is a small investment advisory firm based out of Lewiston, ID, offering comprehensive financial services to individuals and employers. With a single office, the company prides itself on delivering personalized investment advisory solutions to its clients. As a team, Elite Financial, Inc. boasts a talented and experienced workforce, comprising one dedicated investment advisor who excels in providing tailored financial guidance. With an impressive average of $156,300,000 in assets under management per investment advisor, Elite Financial, Inc. surpasses the industry average, establishing themselves as a trusted and reliable resource for managing wealth. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management and hourly charges, ensuring flexibility to meet the unique needs of each client. A notable portion of Elite Financial, Inc.'s assets under management stems from employer 401Ks and individual accounts, highlighting their expertise in this specific area. All assets managed by the firm are discretionary, reflecting the level of trust placed in their experienced hands. In addition to investment advisory services, Elite Financial, Inc. also acts as an insurance broker or agent, providing a comprehensive suite of financial solutions under one roof. With an extensive client base of over 370 individuals, the firm manages a substantial sum of assets totaling more than $156,304,000. Ryan Skinner, one of the firm's longest-tenured registered advisors, has been an integral part of Elite Financial, Inc. since 2020. With his wealth of experience and expertise, clients can trust in his commitment to guiding them towards their financial goals. Elite Financial, Inc. stands as a beacon of reliability and success in the competitive financial landscape, dedicated to helping clients achieve financial prosperity and security.
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HRC WEALTH MANAGEMENT, LLC
HRC WEALTH MANAGEMENT, LLC
Moscow, Idaho
HRC Wealth Management, LLC is a highly reputable local investment advisory firm located in Moscow, ID. With a team of eight dedicated employees, all of whom specialize in providing investment advisory services, HRC Wealth Management has established itself as a trusted partner in wealth management. Their impressive average of approximately $541,660,000 in assets under management per investment advisor sets them apart from the industry average, reflecting their exceptional expertise and ability to handle significant portfolios. The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring flexibility for clients. With a diverse client base of over 770 individuals, HRC Wealth Management manages a substantial $266,013,000 in assets. Notably, nearly half of their assets under management stem from employer 401Ks and individuals, a testament to their extensive experience in this particular domain. HRC Wealth Management prides itself on its discretion, as they manage 100% of their clients' assets on a discretionary basis. As a local firm, they have deep roots in the Moscow community, and their commitment to personalized service is evident through their one office location. Boasting a team of experienced advisors, including Nathan Strong, Jerald Lewis, and Cade Konen, HRC Wealth Management provides clients with the knowledge and expertise required to navigate the complexities of wealth management successfully. Their tenure and expertise contribute to the firm's sterling reputation in the industry. Overall, HRC Wealth Management, LLC is a distinguished investment advisory firm that combines local presence, industry expertise, and exceptional client service to help individuals and employers achieve their financial goals.
NORTHSTAR FINANCIAL MANAGEMENT, INC.
NORTHSTAR FINANCIAL MANAGEMENT, INC.
Moscow, Idaho
Northstar Financial Management, Inc. is a trusted investment advisory firm based out of Moscow, ID, catering to a diverse client base. With over 200 individual clients and assets under management totaling more than $91,184,000, Northstar Financial Management, Inc. boasts a solid track record of success in the industry. The company operates from two offices, strategically positioned to serve their clients effectively. Northstar Financial Management, Inc. specializes in managing assets from employer 401Ks and individuals, making up approximately half of their impressive asset portfolio. Their extensive experience in this area ensures that clients receive expert guidance tailored to their unique financial goals. Remarkably, 99% of the assets managed by the firm are discretionary, allowing for flexibility and agility in implementing investment strategies. The compensation structure at Northstar Financial Management, Inc. encompasses various types, including a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This ensures that clients can select a payment model that aligns with their preferences and needs. The firm's team comprises four dedicated employees, each providing exceptional investment advisory services. With an average of approximately $22,800,000 in assets under management per investment advisor, Northstar Financial Management, Inc. demonstrates their commitment to personalized attention and effective wealth management strategies. Notably, several of the firm's advisors have long-standing tenures, including Charlotte Jones, Mark Mooring, and Kaitlin Jones. Their expertise and experience contribute to the firm's success and instill confidence in clients seeking reliable financial guidance. In summary, Northstar Financial Management, Inc. stands as a reputable investment advisory firm in Moscow, ID, offering comprehensive wealth management solutions and exceptional client service.