Updated October 23, 2023
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Wood Tarver Financial

Investment Advisor Firm
Total assets under management$280M
Years in business17+

About Wood Tarver Financial

Wood Tarver Financial weaves a rich tapestry of history into their modern-day financial services. Founded by Kelly Wood, whose ancestors embarked on the quest for gold in Idaho's Boise Basin in 1862, this firm carries forward a legacy of community leadership and giving.

In 2006, Kelly Wood, inspired by his forebears, began his journey as a financial advisor. His vision was clear: to serve not only clients but their children and grandchildren, ensuring a lasting legacy of financial well-being.

Today, Wood Tarver Financial, led by Kelly and partner Eric Tarver, stands as a testament to their commitment to clients and community. They are not just financial advisors but partners, bound by fiduciary duty to act in clients' best interests. Unlike many firms, they avoid proprietary products and hidden fees, promoting transparency and a planning-driven approach.

Wood Tarver Financial nurtures relationships, viewing clients as more than just clients; they are valued members of the Wood Tarver family. With a deep-rooted legacy of community engagement, this firm is dedicated to providing support for generations to come.

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Areas of specialty

  1. Retirement Planning
  2. Financial Planning
  3. Tax Services
  4. Insurance Planning
  5. Estate Planning
  6. Wealth Management

More about Wood Tarver Financial

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2987931

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