Idaho Falls Office

Wealth advice for East Idaho's business owners.

The Idaho Falls office serves Bonneville, Bingham, Madison, and Jefferson county business owners with the full Cooper Norman Wealth platform, tax-coordinated, fiduciary, and locally accountable.

Idaho Falls waterfall and temple skyline at sunset.
About This Office

Local advisors. Local accountability.

The Idaho Falls office serves East Idaho families and business owners under the Cooper Norman platform. Cooper Norman Wealth advisors based here understand the region's industries, agriculture, manufacturing, professional services, and the INL ecosystem, and the family structures behind them.

Industries We Serve

Specialized teams for East Idaho industries.


Agriculture

Farms & Producers

Multi-generational farm transitions, equipment depreciation strategy, USDA program coordination.


Manufacturing

Industrial Owners

Section 179 sequencing, capex windows, and reinvestment after a sale.


Professional Services

Medical & Legal

Practice owners, partnership buyouts, and high-earner tax structuring.


INL Adjacent

R&D and Tech

Stock option strategies, QSBS planning, and reinvestment for technical founders.

Your Idaho Falls Team

Real people, named, here in town.

The Idaho Falls Cooper Norman Wealth team works from the same office as the Cooper Norman CPA team, so the coordinated handoff happens down the hall, not across the state.

Eric Story, CPA, CITP, PFS, Partner and Chief Compliance Officer at Cooper Norman Wealth, meeting with retired Idaho clients.
Joey Maddux, CFP, Financial Advisor and Tax Manager at Cooper Norman Wealth, in conversation with a couple.

Every Cooper Norman Wealth engagement in Idaho Falls starts with the same handoff: your existing CPA walks you into the room with a named advisor, not a queue.

Meet the Full Team
Nathan Rydalch, CLU, Wealth Advisor at Cooper Norman Wealth, in conversation with a client.

Local accountability. Multi-generational thinking.

Schedule a 360 Review