Who We Are
We never want our clients to feel like they’re walking a path alone. Our primary mission is to honor their expectations through confident, proactive planning. Everyone on our team believes in pursuing a culture of excellence. That’s why we’re able to provide such a high-level of stewardship over our clients’ financial wellbeing. With ongoing education and a truly personalized approach, we work to ensure that nothing is missed—and that you feel confident in the direction we’ve set together.
We Want To Help People.
That Starts By Earning Your Trust.
Our clients will often say that they appreciate our firm’s different point of view—and that we manage money differently. This is because our research and training never stops. We seek to align our clients with prudent financial management, and that requires ongoing industry education.
Many of our clients have been with us since the beginning, and this sense of longevity is what keeps us motivated to continue to learn and be in a better position to help them.
We understand the emotional aspects surrounding financial planning, and we work to mitigate that stress through our process-driven approach. We’re here to build sincere, long-term relationships with our clients that can span for generations. Welcome to the family.
What Sets Us Apart?
You should never be left second-guessing your financial decisions or wondering what lies ahead. We help clients gain peace of mind because we follow a step-by-step plan. There’s no reason why you should be left in the dark. Our process works to keep clients and advisors on the same page. We’re passionate about following a process because that’s what builds trust.
Coming together is a beginning, staying together is progress, and working together is success”
- Henry Ford
Meet Our Founder
CRPS - Founder
As the founder of Payette River Financial Advisors, Jeremiah has set the tone for what truly makes our team and clients thrive. We understand that, from the client perspective, managing money can be both emotional and stressful. That’s why our firm is committed to being process-driven. Our step-by-step Planning Pathway provides clarity as we work toward achieving all of your financial goals.
Jeremiah is passionate about educating clients on the strategic, yet intuitive, opportunities available to them for meeting their financial objectives and timelines. Before anything else, though, he believes in establishing a strong, personal foundation with clients. First impressions last the longest. We want you to feel confident that you’re hiring a team of professionals who truly understand you. What’s more, we want to make sure we’re bringing on clients whom we can effectively support as their trusted advisors—in all aspects of their life.