Founder / Managing Partner
Financial Planning Services in Idaho
Serving Idaho families with a clear process for building, implementing, and reviewing your financial plan for over 35 years.
We’re more than your financial firm. We’re neighbors.
Our team lives, works, and invests in Idaho. From supporting local causes to helping Idaho families navigate major financial milestones, our commitment runs deep.
What Financial Planning Means
A trusted financial planner helps you simplify complex decisions and take control of your future. Whether it's paying off debt, saving for college, preparing for retirement, or protecting your legacy, a well-structured plan gives you clarity. At Alpha 3 Wealth Management, we look at your entire financial picture, including tax strategies, insurance, retirement, and estate planning, not just savings and investing in isolation.
Are Your Financial Decisions Hurting or Helping Your Future?
Read ‘Are Your Financial Decisions Hurting or Helping Your Future?’
Our Financial Planning Process
Intro Meeting
We take time to understand your story and the goals that matter most, laying the foundation for a financial plan built around your priorities.
Personalized Plan
We design a personalized strategy built on growth, protection and clarity, designed to give you confidence and direction.
Onoing Partnership
As life changes, we review and adjust your plan, offering guidance to help you stay aligned with our goals and prepared for what's ahead.
One Plan, Not Five Separate Decisions
Most people make financial decisions one at a time: an investment here, an insurance policy there, a will whenever they get around to it. Financial planning ties those decisions together so they work together, instead of quietly working against each other.
Meet Your Fiduciary Financial Advisors
Alpha 3 Wealth Management is a veteran-owned firm founded on Vision, Integrity, and Purpose. Our team brings decades of combined experience serving Idaho families.
Founder / Managing Partner
Legacy Partner
Frequently Asked Questions
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1. What's the difference between financial planning and investment management?
Financial planning is the full picture: investments, retirement income, taxes, insurance, and estate planning working together. Investment management is specifically how your portfolio is built and managed, one part of that bigger plan.
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2. How long does the financial planning process take?
It varies, but expect an initial discovery meeting, followed by a strategy session where we present your plan, then ongoing implementation and regular reviews. It's a relationship, not a one-time transaction.
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3. Do I need to have significant assets to start financial planning?
No. We work with people at every stage, whether you're just getting started, paying off debt, or managing substantial wealth.
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4. Will you work with my CPA and attorney?
Yes. We regularly coordinate with CPAs, attorneys, and other specialists to keep your full financial picture aligned.
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5. How often will my plan get reviewed?
Regularly, and any time your life changes in a meaningful way: a new job, a sale, a marriage, a move. Your plan should evolve with you, not sit untouched after the first meeting.