830 North Main Street, Suite 210Meridian, ID 83642
Our Passion is Wealth Management
Our Approach is Comprehensive
Our Focus is You!
We are committed to helping our clients plan for their financial future. Our mission is to listen, understand, plan and monitor the needs and goals of your investments.
Our office is located in Meridian, Idaho. All securities are offered through Waddell & Reed, Inc. Doug Beehler is the Financial Advisor. Our firm provides investment planning services for individuals, corporations, trusts and retirement accounts.