Investment Planning in Idaho

Our expertise is in investment planning. Whether your looking for fresh eyes on a large portfolio or even if this is your first time investing, the financial professionals at Idaho Medical Financial Services can help you.

We are a fee-only investment planning service. Which means you will never have to be concerned with a conflict of interest because of some hidden commission we make of your investments and portfolio. You pay us only for our investment services and consulting.

Investment Planning in Idaho

Headquartered in Boise, Idaho, Idaho Medical Financial Services works with clients throughout the all of Idaho. We specialize in investment planning strategies that work especially well for medical professionals and business owners. Our average client portfolio holds more than $1,000,000. We take pride in our personal and customized approach to your investment plan.


About Idaho Medical Association

The Idaho Medical Association now exceeds 2,500 members of medical professionals through the state of Idaho. All of these medical professionals meet the association’s strict membership requirements. Our financial services group is uniquely skilled to provide the utmost wealth management services optimized for medical professionals like those throughout the association.