Richard Davey: Top Next-Gen Wealth Advisors Best-in-State (2025)

Richard Davey is recognized as the #3 Top Next-Gen Wealth Advisor in Idaho for 2025 by Forbes, with a focus on tax-aware wealth management for attorneys, physicians, tech professionals, retirees, and business owners.

After starting his career in public accounting during the 2009 recession, Davey transitioned to financial planning and co-founded Fiduciary Financial Group in 2016, growing it to manage over $1.2 billion in assets for 400+ families and tech entrepreneurs.