Boise · Meridian · Nampa · Eagle · Kuna · Star
A fee-only fiduciary team that takes wealth, retirement income, estate, tax and risk off your plate — so you can enjoy what you've built.
Custodian: Charles Schwab & Co. · Fiduciary standard · Local team
Featured In
The TVFP 360 Model
Most advisors only handle the investments. We coordinate the five things that actually determine whether your retirement plan holds up.
Active portfolio management that adapts to markets and economy — not just buy, hold and hope.
A monthly paycheck design that lasts decades, without forcing you back to work.
An estate plan that's secure and valid in Idaho, so your wishes are honoured without family stress.
Creative tax strategies so you keep more of every dollar — every year, not just in April.
Plans for the curveballs — long-term care, market crashes, life events. So nothing derails the rest.
Who We Work Best With
We're not for everyone — and we'd rather tell you that on a 30-minute call than waste your time. We do our best work for people who:
Are you a fiduciary?
A fiduciary financial advisor is legally required to act in your best interest — to recommend only what's best for you, not what pays them most. Many "advisors" you'll meet are not held to this standard. We are.
Working with someone who isn't a fiduciary is like skydiving without checking the parachute. We hold the rip-cord on your financial future. We're proud to uphold that responsibility.
What Our Clients Say
"I have worked with JT and his organization for over a year now and they are very professional and provide excellent service. If you need excellent financial information, this is the organization to work with."
John A.
Current Client
"JT is kind, personable, and knowledgeable. He has been a great help to me in getting my finances in order. I trust him to be fair and honest. I recommend TVFP and am glad I found them."
Mary Ann H.
Current Client
"They have been honest and transparent in how they handle my money. A very educated team. They keep me informed in what to look for in the future of the stock market."
Douglas T.
Current Client
Your Local Team
Real people in your community — not a call centre. When you call, you get someone who knows your plan.
JT Belnap
Founder, Financial Advisor
David Morrison
CFP® · Certified Financial Planner
Patrick Collins
CRPC®, APMA®, M.B.A.
A complimentary phone call to see if your needs and our expertise align. If we're not the right fit, we'll tell you — and point you somewhere that is.
Schedule Your Complimentary Discovery Call
Treasure Valley Financial Planning is a Registered Investment Advisor. Custodian: Charles Schwab & Co.
Accounts protected by FDIC and SIPC, plus supplemental coverage through London Insurers.
