fee-based advisors and fiduciaries

Ben Holzhauser & Jeremy Morris

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Financial Planning

We do comprehensive financial planning for our clients, and then meet regularly to check in and ensure we’re tracking the goals we’ve established.

Investment Advice

Whether helping our clients choose funds in their company 401k, or designing portfolios which we manage, our clients know we work in their best interest while tracking both costs & performance.

Tax Planning

As financial advisors in Idaho, we work closely with local CPAs to implement tax strategies which prevent you from overpaying the IRS. We’d rather see your legacy extended to your heirs and preferred charities.

Reach Us

We will respond to you within 24 hours.

Five Pine Wealth Management

250 Northwest Blvd, Suite 111, Coeur d’Alene, ID 83814

877.333.1015