Financial planning for first-generation wealth builders.
Build wealth with purpose through tax-smart planning, investing and financial clarity.
You’re the first in your family to make it.
Now it’s time to make it count.
We help first-generation professionals, business owners & veterans build true wealth—rooted in wisdom & powered by strategy.
Clarity through
Actionable Strategies
We provide clear and personalized strategies designed to simplify your financial life — so you know exactly what to focus on and when.
Proactive
Ongoing Guidance
We provide timely advice to help you make smart financial decisions with confidence. No more second-guessing.
Purpose-Driven
Investment Management
We help you build wealth for a deeper reason — not just for the sake of having more, but to create a life you don’t have to escape from.
Most advisors start with investments. We start with strategy—because having a tax-smart financial plan can change everything.
At Pivot, we believe true wealth isn’t about chasing returns—it’s about building a financial life that gives you the flexibility and freedom to focus on your family, your future, and your impact.
We start with a tax-smart strategy that ensures you keep more of what you earn, invest with confidence, and build a future where money is a tool—not a limitation.
Getting Started
We start with your goals and are guided by your vision. Your wealth should work for you, not the other way around.
Step #1 Clarity Call
The first part of our conversation will focus on ensuring your financial needs align with our expertise. If we agree there’s a good fit, we’ll aim to:
✅ Learn about your financial situation and key challenges
✅ Share more about our firm and how we work with clients
✅ Answer any questions you have about our process
Here’s what people are asking.
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Yes, we are fiduciary financial advisors. We are legally and ethically obligated to act in your best interests at all times.
As an independent registered investment advisor (RIA), we are free from obligations to specific products, strategies, or commissions. Our only focus is on providing advice and solutions that are best for you and your unique financial situation.
This fiduciary commitment ensures that you can trust us to always prioritize your goals, values, and financial success.
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At Pivot, we take a tax-smart approach to wealth building, ensuring you keep more of what you earn while structuring your finances for financial freedom.
Our approach is designed for professionals and business owners who want more than generic advice—they want a plan that aligns with their values, and vision for the future.
Whether your goal is financial freedom, greater generosity, or a work-optional life, we ensure your strategy supports what matters most to you.
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Most of our clients have built a strong financial foundation, but they’ve taken it as far as they can on their own.
Guided by their values — often faith-based — they want their money to have meaning. They’re focused on giving back, supporting their community, or building a legacy that reflects what matters most.
For our clients, financial planning isn’t just about growing wealth — it’s about creating clarity, peace of mind, and the freedom to focus on what truly matters to them.
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When you work with Pivot, you get more than just financial planning and investment management—you gain a trusted, long-term partner dedicated to helping you achieve your goals.
Here’s what you get:Unlimited access to your advisor: You’ll have unlimited calls, emails, and meetings with your dedicated CFP® professional.
Comprehensive portfolio management: We handle the day-to-day management of your investments, ensuring your portfolio is optimized and aligned with the game plan we’ll create together.
An actionable plan from the start: We’ll create a personalized financial action plan tailored to your goals, so you know exactly what to focus on first.
Ongoing progress tracking:
We’ll meet at least 2x per year to review your plan, address new opportunities or challenges, and make adjustments as needed.Online dashboard: Gain access to a personalized dashboard to monitor your progress and keep your finances organized in one place.
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At Pivot, our pricing is structured to reflect the value we provide — with no surprises or hidden fees. There are two components to our pricing:
A one-time initial planning fee to build your personalized financial roadmap. It reflects the intensive work we do in the first 90 days to set you up for success.
An annual advisory fee for ongoing guidance, proactive tax strategies, and investment oversight. For clients with portfolios exceeding $500,000—we waive the ongoing planning fee and shift to a tiered investment management fee.
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While we’re based in Boise, Idaho—we work with clients virtually across the Treasure Valley and nationwide.
If you're local, we're always up for grabbing coffee and having an honest conversation about your financial goals.
We want to make financial planning fit seamlessly into your life — wherever that may be.
Does this sound like you?
🔹You’re making good money, but you’re unsure if you’re on track for financial independence.
🔹You feel like your income should be working for you—but you’re not sure how.
🔹You want to balance your career, wealth, and faith—without sacrificing what matters most.
You might be leaving more on the table than you realize.
Small tax inefficiencies and unclear financial strategies could be costing you time, money & peace of mind.
At Pivot, we help you cut through the noise and focus on aligning your wealth with your values and purpose—so you can make confident financial decisions without second-guessing.
Stop guessing.
Start making progress.
Are you ready to pivot toward financial freedom?
We’re excited to meet you.