Boise River Financial Planning

Overview

Boise River Financial Planning is an independent Registered Investment Adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm bills through a mix of percentage-of-AUM, hourly, and fixed fees, and serves a small, high-net-worth client base. Investment activity is tilted toward publicly traded equities: the adviser shows a clear preference for exchange-traded instruments as the primary vehicle for client portfolios, supplemented by mutual funds where appropriate. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. With a compact asset base, the business model reads as high-touch, personalized planning and portfolio oversight rather than scale-driven product distribution. Advisory activities center on comprehensive financial planning and discretionary portfolio management for individual and family clients and small businesses.

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Location & Offices