Next Level Wealth Planning

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Next Level Wealth Planning We assist clients in crafting, executing, and overseeing their individualized financial strategies Next Level Wealth Planning is not a Broker/Dealer.

Advisory services offered through Next Level Wealth Planning, an SEC-registered investment adviser. Securities offered through Raymond James and Associates, Inc. Member FINRA/SIPC. Next Level Wealth Planning and Raymond James and Associates, Inc. are not associated entities. https://nlwealthplanning.com/disclosure/

October is Cybersecurity Awareness Month!Protecting your financial future starts with protecting your information. Take ...
10/15/2026

October is Cybersecurity Awareness Month!

Protecting your financial future starts with protecting your information. Take a few minutes this month to strengthen your online security with these simple steps:

✅ Update Your Passwords: Use strong, unique passwords for every account, especially financial accounts.

✅ Enable Multi-Factor Authentication (MFA): Add an extra layer of protection beyond your password.

✅ Think Before You Click: Avoid suspicious links, unexpected attachments, and messages asking for personal or financial information.

✅ Watch for Scams: Be cautious of emails, texts, or calls that create urgency or ask you to share sensitive information.

✅ Keep Your Devices Updated: Install software and security updates to help protect against vulnerabilities.

Your financial well-being isn’t just about your investments. Make sure to keep your personal information secure, too!

What an experience! 📈🗽 Chad had the incredible opportunity to step onto the floor of the New York Stock Exchange and tak...
08/13/2026

What an experience! 📈🗽 Chad had the incredible opportunity to step onto the floor of the New York Stock Exchange and take in the excitement of Wall Street firsthand!

At Next Level, we believe your financial plan should be built around the life you want to live, not just the numbers. Re...
07/08/2026

At Next Level, we believe your financial plan should be built around the life you want to live, not just the numbers.

Ready to create a plan with purpose? Let’s talk!

If talking about money is taboo, talking about your money and your own mortality? That’s the perfect recipe for “I’II de...
05/07/2026

If talking about money is taboo, talking about your money and your own mortality? That’s the perfect recipe for “I’II deal with this next year.”

But when you look at it through a different lens, legacy planning is actually one of the most profound acts of kindness you can perform for your family. It’s the final roadmap you leave behind, one that helps guide the people you love through an already difficult moment.
If you want your impact to be felt exactly as you intended, here are five essential things worth thinking about today. Read the complete list at the link in our bio.

What separates good advice from the rest? As a Certified Financial Planner™ who spent over a decade as a wholesaler, Mik...
04/16/2026

What separates good advice from the rest?

As a Certified Financial Planner™ who spent over a decade as a wholesaler, Mike has seen the industry from both sides. This perspective helped him discover that good financial planning isn’t just about performance. It’s about process, transparency, and trust.

Read about his experience at the link in our bio.

🥈Silver Winner - Idaho’s Best Financial Planning 2026! To our clients and community, thank you for your votes, your revi...
04/09/2026

🥈Silver Winner - Idaho’s Best Financial Planning 2026!

To our clients and community, thank you for your votes, your reviews, and the trust you place in us every day. Knowing this recognition comes from the support and feedback of our clients makes it especially meaningful. We’re grateful for the opportunity to walk alongside you, help you navigate important decisions, and support your goals with care and intention.

This recognition reflects the relationships we’ve built and the confidence you place in us to help guide your financial journey. We are truly grateful to be part of your lives and to serve such an amazing community.



Disclaimer: This award was issued by Idaho’s Best™ based on third-party voting and Google reviews. Clients were not compensated for votes or reviews. Idaho’s Best™ is an independent third-party organization and is not affiliated with Next Level Wealth Planning. Reviews and ratings may not be representative of all client experiences and are not a guarantee of future performance or success. All investing involves risk, including the potential loss of principal. Next Level Wealth Planning is a Registered Investment Advisor.

We are honored to share that Next Level Wealth Planning has been recognized by BusinessRate as the #1 Financial Advisor...
03/24/2026

We are honored to share that Next Level Wealth Planning has been recognized by BusinessRate as the #1 Financial Advisor in Meridian! This award means so much because it comes directly from the trust and feedback of our amazing clients. We are proud of this recognition but even more proud of the relationships behind it!



* Disclosure: This award was issued by BusinessRate and is based on client reviews on Google. BusinessRate is an independent third-party organization and is not affiliated with Next Level Wealth Planning. No compensation was provided directly for this award, however, BusinessRate may require a licensing or marketing fee to promote or use the award badge. Clients were not compensated directly or indirectly for providing reviews. Reviews and ratings may not be representative of all client experiences and are not a guarantee of future performance or success. All investing involves risk, including the potential loss of principal. Next Level Wealth Planning is a Registered Investment Advisor.

Why pay more taxes when you don’t have to? Creating a smart financial plan helps you build, protect and keep more of wha...
03/16/2026

Why pay more taxes when you don’t have to? Creating a smart financial plan helps you build, protect and keep more of what you earn.

Giving back to our community matters. ❤️Our team at Next Level recently donated stress relief and hygiene bags to to he...
02/20/2026

Giving back to our community matters. ❤️

Our team at Next Level recently donated stress relief and hygiene bags to to help support survivors in our area. Each bag includes everyday essentials and small comfort items to remind someone they’re cared for and not alone.

A little kindness can go a long way. We encourage you to donate or support important organizations like Faces of Hope however you can.

Next Level Wealth Planning is honored to be nominated for Idaho’s Best! We are incredibly grateful for the opportunity t...
02/10/2026

Next Level Wealth Planning is honored to be nominated for Idaho’s Best!

We are incredibly grateful for the opportunity to serve our local community and to walk alongside our clients as they plan for their futures. Being recognized in this way reflects the trust, relationships, and shared goals we build every day, and we don’t take that lightly.

Vote at idahosbest.com → Financial Planning → Next Level Wealth Planning
(Visit the link in our bio)

Thank you for taking the time to vote and for your continued support. We are so grateful for this community!

Address

1817 N Lakes Place Ste 150
Meridian, ID
83646

Opening Hours

Monday 8am - 3:30pm
Tuesday 8am - 3:30pm
Wednesday 8am - 3:30pm
Thursday 8am - 3:30pm
Friday 8am - 2pm

Telephone

+12083766949

Website

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