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Treasure Valley Financial Planning

EST. AUM
$336,024,013

CONTACTS

CLIENT ACCOUNTS
1,590

Firm Details

Metro area Boise
CRD Number 341732
Website treasurevalleyplanning.com
Client types

Overview

TVFP LLC, operating as Treasure Valley Financial Planning (TVFP), is an independent registered investment adviser headquartered in Meridian, Idaho. Founded in November 2020, the firm filed its initial registration disclosure to deploy comprehensive investment management and strategic financial planning solutions to retail clients and high-net-worth families. The firm's allocation model centers on passive investment management, selecting low-cost index funds and exchange-traded funds (ETFs) across distinct asset classes to build optimized, risk-adjusted portfolios tailored to individual tax and suitability profiles.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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