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Advisors who fit.

Planning needs: Estate and legacy planning
What's happening for you: First child born
Where: Idaho

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None of the advisors who fit have claimed their Advicer.bio page yet, so they can't take introductions here. They're below: visit their page or check their record.

Other advisors who fit

They haven't claimed their Advicer.bio page yet, so introductions can't reach them here.

Carson Nielsen
Financial advisor at Gateway Financial & Estate Planning, Inc.
Fits: Estate and legacy planning (mentioned on their page)
Gateway Financial & Estate Planning, Inc. · $9M AUM · Pocatello, ID
Firm charges: % of assets, hourly
Verified
View page Check on SEC IAPD ↗
Chad Nielsen
Financial advisor at Gateway Financial & Estate Planning, Inc.
Fits: Estate and legacy planning (mentioned on their page)
Gateway Financial & Estate Planning, Inc. · $9M AUM · Pocatello, ID
Firm charges: % of assets, hourly
Verified
View page Check on SEC IAPD ↗
Jaxon Knighton
Financial advisor at Gateway Financial & Estate Planning, Inc.
Fits: Estate and legacy planning (mentioned on their page)
Gateway Financial & Estate Planning, Inc. · $9M AUM · Pocatello, ID
Firm charges: % of assets, hourly
Verified
View page Check on SEC IAPD ↗
Sarah Tidwell
Financial advisor at Gateway Financial & Estate Planning, Inc.
Fits: Estate and legacy planning (mentioned on their page)
Gateway Financial & Estate Planning, Inc. · $9M AUM · Boise, ID
Firm charges: % of assets, hourly
Verified
View page Check on SEC IAPD ↗

How this works

This isn't a recommendation of any advisor. Advisors are sorted by how many of your answers their Advicer.bio page fits (niches they picked come first, then credentials, then mentions), then where they are and how their firm is paid. Advisors who said they help with what's happening for you right now come first.
No one pays to be on this list, or to rank higher. Introductions are free for you and for advisors.
Check before you hire. Every advisor has a link to their SEC record. Firm details come from SEC filings (Form ADV).
Your answers aren't saved with your name. We count them anonymously to see what people look for. If you ask for introductions, we keep your name and email for 90 days, only to send them. See the privacy policy.