Our business philosophy and services offered at Berkeley, Inc. grew out of a general dissatisfaction we felt with the way things were typically being done in the financial services industry. Founded in 1996, our firm is a Registered Investment Advisor, registered with the Securities and Exchange Commission (SEC) and located in Boise, Idaho. Our experienced team includes four professional Financial Advisors (see Advisor/Staff), and full back-office support.

As a “fee-only” advisor we do not sell products, receive commisions, payments, rebates, kickbacks, soft dollars, or other incentives. Our exclusive sources of revenue are the fees paid directly by clients. This minimizes any conflicts of interest. For example, when working on a plan, if we determine the need for additional life and/or disability insurance, our recommendation stems from logical analysis, not as a result of commissions paid to sell products.

We are a member of the National Association of Personal Financial Advisors (NAPFA; www.napfa.org), an association of about 1100 fee-only advisors across the country.  

Berkeley, Inc., is an Accredited Business with the Better Business Bureau (BBB); go to www.bbb.org for more information. Like Berkeley, Inc., the BBB endeavors to create a community of trustworthy businesses, and to provide consumers with objective information on those businesses. 

We work to earn and to keep your trust. We carefully guard your confidential information and do not talk about you outside of the office unless you provide explicit permission to discuss your matters with your CPA, attorney, or other dependable professional.