Your Wealth Has Outgrown Generic Financial Advice
As your success has grown, so has the complexity of your financial life. The advice that got you here is no longer sufficient for where you want to go.
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You may be feeling that:
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Your financial picture is a disconnected web of accounts and professionals.
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You lack the bandwidth to manage it all with the attention it deserves.
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You worry that one missed opportunity could hinder your family’s future.
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You want your wealth to do more than just grow, you want it to have an impact.
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You Deserve a Partner, Not Just an Asset Manager
At Mindful Wealth Advisory, we serve as your fiduciary partner and financial quarterback.
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We are legally and ethically bound to act in your best interest, always.
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Our role is to bring order to your financial complexity and align your capital with your values, so you can focus on what matters most.
A Coordinated Strategy for Your Financial Life
INTENTIONAL CAPITAL
Your capital can be a powerful tool for change. We help you design and execute an impact strategy—whether through strategic philanthropy or values-aligned investing—that reflects your principles, maximizes your influence, and builds a meaningful legacy.
FINANCIAL QUARTERBACKING
We coordinate every piece of your financial puzzle by creating a unified strategy that addresses Wealth Management, Retirement & Goal Planning, Estate & Legacy Planning, Risk Management & Insurance, and Business & Succession Planning.
MODERN DIVERSIFICATION
Building durable wealth means reducing reliance on the day-to-day swings of the public markets. For qualified clients, our specialized due diligence on alternative investments seeks to add potential sources of growth and diversification that are independent of the public markets.
Take the first steps toward financial confidence
Let's make smart decisions together
Mindful Wealth Advisory was founded on the principle that financial advice must serve your life’s mission.
As a fee-only fiduciary firm based in Boise, Idaho, our advice is always and only in your best interest.
We do not sell products or earn commissions.
Our sole focus is stewarding your capital with the integrity and foresight you deserve, allowing you to build a more impactful and meaningful life.
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- Casey Silveria, MBA
Lead Wealth Advisor​ & CCO
