Most People Are Guessing With Their Finances. You Don’t Have To.
If you're trying to make smart financial moves but feel like you're guessing along the way — you're not alone.
I help entrepreneurs and professionals build tax-efficient strategies that bring clarity, structure, and momentum to their financial lives.
Serving entrepreneurs and investors across the country
You’re Working Hard.
But Without a Plan, You Might Be Building in the Wrong Direction.
1
Lack of Clarity
Not sure what you're building toward — or if you're on track.
2
No Time for Strategy
Your business gets your focus. Your finances get the leftovers.
3
You Don’t Know What You Don’t Know
You’ve built a business. But no one gave you a playbook for building wealth. The rules keep changing — and without a strategy, momentum stalls.
You Don’t Need to Do This Alone.
Financial strategy shouldn’t be guesswork — and you shouldn’t have to piece it together yourself. You just need the right guide, the right plan, and the right next step.
A Clear, Tax-Efficient Path to Building and Protecting Your Wealth
Financial clarity doesn’t have to feel overwhelming. Here’s how we make it simple and strategic.
Step 1: Start with a Discovery Call
We begin with a real conversation to understand what matters most to you.
Step 2: Build Your Personalized Plan
We create and launch your personalized roadmap to grow and protect your wealth.
Step 3: Put Your Money to Work
Together, we’ll implement and adjust your plan to keep you moving forward.
What’s at Stake If You Delay Your Financial Plan?
Without a plan, taxes and market volatility may quietly erode your wealth, while valuable opportunities slip away.
Proud to Be Recognized as One of America’s Top RIAs
As ranked by USA today in their 2025 list of America’s Best Registered Investment Advisors
At The Tax Efficient Advisor, I operate as an Independent Advisor Representative under the umbrella of Legacy Wealth Management — an independent, fiduciary RIA firm with deep roots and national recognition.
In 2025, Legacy was named one of America’s Top Registered Investment Advisors by USA Today — ranking 63rd in the country overall, 8th nationally among firms under $500 million AUM, and 3rd in Idaho across all RIA firms.
I’m proud to be part of a team that leads with integrity, innovation, and an unwavering commitment to helping clients build and protect their wealth with clarity and confidence.
🏆 Legacy Wealth Management was honored by USA Today as one of the Top Registered Investment Advisors of 2025, ranking 63rd in the nation overall and 3rd in Idaho.
"Plan for the future because that's where you are going to spend the rest of your life."
-Mark Twain
You Deserve a Financial Plan That Works as Hard as You Do
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A tax-efficient strategy can potentially save you thousands in unnecessary taxes while maximizing your investment growth over time.
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We implement diversification strategies designed to help shield your portfolio from extreme market swings while still capturing growth opportunities.
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We focus on the complete financial picture - not just investments, but tax implications, retirement planning, and ongoing optimization as your life evolves.
You've worked hard to build your success — now let's protect it and grow it with a plan built on tax efficiency, resilience, and long-term vision.