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About Us

Client Centered

Research shows that people who work with financial advisors do better than those who invest on their own by avoiding untimely buying and selling decisions that affect returns (DALBAR, 2014**).

At East Idaho Wealth Management, striving to address all of our clients' needs is our top priority. To make that commitment possible we offer access to a broad selection of financial products and services. 

Through our alliance with LPL Financial, East Idaho Wealth Management can provide access to quality financial and insurance products, giving you the advantage of handling all your financial needs in one convenient location - your hometown East Idaho Credit Union branch.

LPL Financial is the nation's largest independent broker /dealer*. They do not offer proprietary products, which allows us as your Wealth Advisors to provide customized advice.

With so many financial options available in today's marketplace, it takes a knowledgeable professional to help you pursue your financial goals.

Making frequent changes due to market volatility would be unusual for us to recommend. A buy and hold strategy can be an effective approach over the long run. We offer comprehensive solutions in the following areas:

  • Investments
  • Retirement
  • Insurance
  • Estate
  • Business
  • Digital Investing

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

*As reported in Financial Planning magazine June 1996-2022, based on total revenues.

Data source - Market Watch 05/2014

**DALBAR'S 2014 Quantitative Analysis of Investor Behavior (QAIB) study examines real investor return from equity, fixed income and money market mutual funds from January 2014 through December 2014. The study was originally conducted by DALBAR, Inc. in 1994 and was the first to investigate how mutual fund investors' behavior affects the returns they actually earn. Past performance is no guarantee of future results. Indexes cannot be invested into directly. 

Meet The Team