Investments
Investment management
Portfolios built around your goals, time horizon, and the tax picture your CPA team sees.
Investment management →Idaho Falls Office
A financial advisor in Idaho Falls for East Idaho families and business owners.
Cooper Norman Wealth is an Idaho-registered investment adviser on Riverwalk Drive. Our advisors help Bonneville, Bingham, Madison, and Jefferson county families and business owners coordinate investments, retirement, and long-term planning, alongside their CPA team.
About This Office
Local advisors, on Riverwalk Drive.
Our Idaho Falls office works with East Idaho families and business owners across the region's industries, from agriculture and manufacturing to professional practices and the businesses that support the Idaho National Laboratory. Meetings are in person at our office or by video, whichever suits you.
How We Help
What an Idaho Falls financial advisor can coordinate for you.
Planning
Retirement and financial planning
One view of income, savings, and the decisions that shape retirement.
Financial planning →Business Owners
Wealth for business owners
Planning around a closely-held business, a future sale, or the proceeds of one.
Business owners →Tax-Aware
Tax-efficient wealth management
Investment decisions made with the tax consequences in view, coordinated with your CPA team.
Tax-efficient investing →Legacy
Estate coordination
We coordinate and advise; your estate attorney prepares the documents.
Estate coordination →Employers
Corporate retirement plans
Advice for East Idaho employers offering a retirement plan to their team.
Retirement plans →Who We Work With
Rooted in East Idaho.
Agriculture
Farms and producers
Family operations planning for the next generation and the transitions in between.
Manufacturing
Industrial owners
Owners weighing reinvestment, growth, or an eventual sale.
Professional Practices
Medical and legal
Practice owners planning around partnerships, buyouts, and retirement.
Families
Households and retirees
Families organizing savings, retirement income, and what they hope to pass on.
Your Idaho Falls Team
Real people, named, here in town.
You will know your advisor by name, and you can meet them at our Riverwalk Drive office.
Every Cooper Norman Wealth engagement starts with an introduction to a named advisor, often alongside your CPA team.
Meet the Full Team
Choosing an Advisor
What to look for in a financial advisor in Idaho Falls.
Choosing a financial advisor is a long-term decision. A few questions are worth asking any firm you consider:
- How is the firm registered? Investment advisers register with the state or the SEC. You can look up any adviser and read its Form ADV at adviserinfo.sec.gov.
- How are fees charged? Ask for the fee arrangement in writing. Ours is set out in your advisory agreement and our Form ADV.
- Who will you work with? Know your advisor by name, and know how often you will meet.
- How does the advice connect to your taxes? Ask how the advisor coordinates with your CPA team.
Visit our office
Cooper Norman Wealth is located at 1000 Riverwalk Drive, Suite 200, Idaho Falls, ID 83402. Call (208) 523-0862 or schedule a 360 Review to start the conversation.
Frequently Asked
Idaho Falls questions.
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Where is Cooper Norman Wealth's Idaho Falls office?
Our office is at 1000 Riverwalk Drive, Suite 200, Idaho Falls, ID 83402. You can reach us at (208) 523-0862.
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What areas do you serve from Idaho Falls?
We work with families and business owners across East Idaho, including Bonneville, Bingham, Madison, and Jefferson counties. Meetings can be in person or by video.
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How much does a financial advisor cost?
Our advisory fees are transparent and are fully disclosed in your advisory agreement and Form ADV. Most clients pay an asset-based advisory fee calculated as a percentage of assets under management. Additional services or fee arrangements, if applicable, will be outlined in your advisory agreement.
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Do I need to be a Cooper Norman CPA client?
No. Cooper Norman and Cooper Norman Wealth are separate and distinct companies, providing separate and distinct services. You can work with one, the other, or both.
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What is a 360 Review?
A 360 Review brings your tax, investment, and planning picture together in one conversation, so you can see how the pieces fit and where coordination may help.