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Wood Tarver Financial

As nestegg advisors our goal is to work with you to define your goals and help you move confidently and strategically towards them

By taking a holistic approach to wealth management, our custom solutions are designed to grow and protect your wealth. 

Helping you ride into retirement and protect your nest egg Boise, ID | Wood Tarver Financial

Helping You Ride Into Retirement


We are always fiduciaries

We are required by law to always act in your best interest

We build a portfolio just for you

We take a comprehensive approach to planning & designing investments customized for you

Your costs are simple and transparent

We never earn commissions or hidden fees on your investments

We avoid conflicts of interest

We never recommend proprietary investments


Inaugural Icon Award Boise, ID | Wood Tarver Financial Inaugural ICON Award

Raymond James leadership award Boise, ID | Wood Tarver Financial Raymond James Leadership Award

University of Idaho Jim Lyle Award logo Boise, ID | Wood Tarver Financial University of Idaho Jim Lyle Award

Women's Choice Award logo Boise, ID | Wood Tarver Financial

Women's Choice Award

Idaho Business Review Top Financial Planner Award Boise, ID | Wood Tarver Financial

Idaho Business Review Top Financial Planner Award

Our Approach Sets Us Apart

We are different because our approach to communicating with you and designing your investments are different.

We take a comprehensive, financial planning approach with every client. We consider your income, taxes, family makeup, insurance, inheritance, estate plan and more. We feel its the only way to design your investments.

Proper portfolio construction requires more than just a risk-tolerance questionnaire. There are many considerations in designing a portfolio for you. We take time to make sure we have information to select investments to meet your goals. We include income sources - such as Social Security, pension or rental income - as well as business / real estate interests.

In addition, we’re also able to provide a range of client services in-house, including tax preparation, insurance and estate planning. This means we can handle your needs from advice to implementation in every area of your financial life.

How WE Work

How They Work

We are fiduciaries, legally bound to always act in your best interest.   

They are not fiduciaries. They are NOT required to act in your best interest.

We do not use proprietary products. We build a portfolio based solely on your needs.  

They sell proprietary products even if it’s not best for you.

We have a simple, transparent cost structure determined by the amount of your assets.

Your investments may be subject to hidden fees, revenue sharing, and commissions.

We offer comprehensive services, including financial planning, estate planning, investment management, tax services, etc. 

Additional services are farmed out to partners with a kickback to the referring firm.

We include a specialized financial advisor, an attorney, and a CPA.

Your team may not have the experience your wealth requires.

How Much Do You Worry About Your Investments?

super women of boise cover Boise, ID | Wood Tarver Financial

We Wrote a Book on Local
Women Business Leaders

Learn More About Some of Their Inspirational Stories

Our Book

Who We Work With

Our Clients Are....


Wood Tarver Cares-Nests Egg Boise, ID | Wood Tarver Financial


In 2021, we donated over $85,000 to local charitable organizations

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