Onyx Financial Advisors, LLC is a reputable investment advisory firm headquartered in Idaho Falls, ID. With a team of 9 dedicated professionals, they specialize in offering expert financial advice to their clients. Among their employees, 7 individuals provide investment advisory services, ensuring a high level of personalized attention and expertise. With an impressive average of approximately $40,660,000 in assets under management per investment advisor, Onyx Financial Advisors, LLC has established itself as a trusted partner in managing their clients' wealth. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment with clients' needs. Catering to over 120 individual clients, Onyx Financial Advisors, LLC oversees an extensive portfolio of assets under management, totaling over $299,838,000. Their primary focus lies in managing the assets of high-net-worth individuals, although they also possess the capability to handle employer funds. Notably, all of the assets they manage are discretionary, reflecting their clients' trust in their expertise. As a local firm deeply rooted in Idaho Falls, Onyx Financial Advisors, LLC operates from a single office, enabling them to establish strong connections within the community. They take pride in their experienced team, including long-tenured advisors such as Lyndsay Goody, Aaron Sautter, and Terry Roe, who contribute their wealth of knowledge and insight to benefit their clients' financial goals. With their commitment to excellence and personalized service, Onyx Financial Advisors, LLC remains a prominent player in the investment advisory industry, providing trusted guidance to their clients in Idaho Falls and beyond.

Journey Retirement Planning and Investment Management, LLC is a respected investment advisory firm headquartered in Ammon, ID. With a single office, the firm provides personalized financial services to clients. Among their seven dedicated employees, three specialize in offering investment advisory services, ensuring clients receive expert guidance. Each investment advisor at Journey Retirement Planning and Investment Management manages an average of approximately $36,310,000 in assets under management, highlighting their ability to handle substantial portfolios. Their compensation structure is flexible and includes various options such as a percentage of assets under management and hourly charges, allowing clients to choose the most suitable payment arrangement. Over 80% of the firm's assets under management consist of employer 401Ks or individual accounts. Journey Retirement Planning and Investment Management possesses extensive expertise in managing 401K plans for employers and employees, demonstrating their proficiency in this area. All the assets they oversee are managed on a discretionary basis, ensuring clients' investments are handled proactively and with their best interests in mind. In addition to investment advisory services, Journey Retirement Planning and Investment Management also serves as an insurance broker or agent, broadening their range of offerings to cater to diverse financial needs. The firm proudly serves over 540 individual clients, managing a significant sum of over $108,928,000 in assets. Journey Retirement Planning and Investment Management boasts experienced advisors, including Paul Mchugh, Jennifer Landon, and Jordan Anderson, who have been with the firm for an extended period. Their expertise and commitment contribute to the success and reputation of Journey Retirement Planning and Investment Management. Overall, Journey Retirement Planning and Investment Management, LLC is dedicated to providing tailored financial solutions, leveraging their knowledge and comprehensive service offerings to help clients plan for a secure and fulfilling retirement.