top of page

Mustard Seed Financial

501 S. Main St.
Meridian, ID 83642

Phone:

(208) 899-8389

Fax:

(208) 899-8387

E-mail:

Fee-Only, Fully Independent RIA

Fostering Financial Peace of Mind

Unique & Time Tested

20+ Years as an Independent Registered Investment Advisory Firm.

Fiduciary

A legal requirement to always and only provide investment advice that is in our clients' best interest.

Fully-Independent

Allowing us to align our firm interests with our Clients' interests.

About Us

Mustard Seed Financial is a Wealth Management Firm founded and led by Brian Burks for over 20 years. We are an Independent Fiduciary Investment Advisory firm dedicated to helping our clients achieve their unique financial goals. Our independent open-architecture organizational structure allows us to provide investments recommendation best suited for our clients' unique situations, and to look out for our clients' best interest overtime. We never set-it-forget-it, rather we adjust our clients' allocations over-time as economic conditions change, and our clients' financial goals evolve.
Dogs

Trusted Fiduciary

At Mustard Seed Financial, we keep the Client - and only the Client - in mind; serving as an Independent Fiduciary Advisor since 2002.

A Client-Centered Firm

Always placing the needs, preference and well-being of our clients at the forefront or our business operations and decision-making processes.

Our Advice is dedicated to the prosperity of our Clients!

Learn More Now

Services

Mustard Seed Financial is uniquely positioned to offer the following services (click on each tile below for more details):

Our Office

Address:

501 South Main St.,


Meridian, ID 83642



Phone:

208-899-8389


Email: info@msfinancial.com

Office Hours:

Mon-Fri:

8-5pm Mountain Time


Saturday & Sunday:

Closed

Schedule An "Ask Me Anything" Appointment

Send Email

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

bottom of page