Plan with confidence. Live with purpose.
Personalized retirement and wealth strategies to help you plan and work toward your long-term financial goals.
Preiss Financial is a fiduciary wealth management firm serving those who refuse to leave their retirement to chance. We believe financial planning should be personal, proactive, and built around what matters most to you.
Our Services
Everything you need to retire with confidence—coordinated, strategic, and built around the life you want to live.
Frequently Asked Questions
Here are the most common questions we hear from clients just like you. If you don't see yours here, we're just a phone call away.
Why choose Preiss Financial?
In House Active Management – Don’t let your advisor outsource the well-being of your life savings.
Transparent Fee Structures – Our clients enjoy transparent and simple fee structures without any hidden costs.
Financial Education – As we work together, our aim is to educate our clients to help them become more financially literate and savvy.
What are your fees?
We charge a percent of Assets Under Management (AUM). The percent can range from 1.25% – 0.25% depending on client circumstantial factors
Do you have minimums?
Not explicitly. We believe everyone should invest. If you’d like help taking the first step, reach out to us!
Do you work with clients remotely?
Absolutely. We are based in Eagle, Idaho, but work with clients all over the United States.
Schedule a Call
No sales pitch. No obligation. Just an honest discussion about where you are, where you want to be, and whether we're the right fit to help you get there.
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