Elevated Planning for a Stronger Future

Modern Insight

A fresh, informed perspective paired with long-term commitment.

Creative Strategies

Tax-smart, innovative solutions for complex financial situations.

Human Focused

People-first guidance for every major financial decision.

Ready for clear advice?

Smarter Wealth

Elevate Wealth exists with the goal to make financial planning honest, creative, and human. Born from a desire to break away from product-driven advice, we focus on education, empowerment, and long-term strategy. We bring direct honesty, modern insight, and genuine care to every client relationship. Whether you’re preparing for retirement, building family wealth, or planning a business exit, we help you make decisions with clarity and confidence.

Our Services

Portfolio & Investment Management

Evidence-based, goal-aligned investment strategies built for growth and resilience.

Proactive Wealth Planning

Comprehensive planning that adapts as your life, business, and financial landscape evolve.

Tax Reduction Strategies

Creative, long-term tax planning that helps you keep more of what you earn now and later.

Client Testimonials

I highly recommend Andrew Van Dyke for your financial planning needs. He is exceptionally knowledgeable about the markets and takes the time to truly understand your personal goals and financial situation so he can recommend options that best fit your needs. Andrew stays on top of every detail and is thorough, patient, and proactive throughout the entire process.

What sets him apart is the amount of time and care he invests in his clients. He spends as many hours as needed making sure you feel informed, confident, and comfortable with every decision. His integrity, transparency, and genuine concern for your financial well-being have earned my complete trust. If you are looking for a dedicated, thoughtful, and trustworthy financial planner, Andrew is an excellent choice.

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– Lynn Moore

Andrew has been an awesome financial advisor for the last two years. He meets with me and my wife almost quarterly to discuss how things are going and how things might need to change due to things. in our lives or due to markets changes she sees. Andrew listens to your needs and puts together a plan that fits your financial situation. He spends many hours researching and keeping up to date on what is changing and what new and upcoming investment opportunities he can offer. Andrew cares about his clients and puts in the work to help your financial dreams come true. I would recommend him to anyone looking for a financial advisor.

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– Nick Natoli

Andrew takes the time to understand our goals, explains the complex strategies in a clear and confident way, while feeling informed on every decision. Andrew is proactive, responsive, and highly professional; giving us confidence our financial future is being handled with care. He is knowledgeable and genuinely thoughtful.

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– Angela Hernandez

*These testimonials are each an expression of a client’s experience with our services. Keep in mind that one client’s experience may not be representative of any other client experiences. No incentives have been provided in connection with this testimonial. Investing involves risk, and there is no guarantee of any future result, performance, or success.

Plan Your Financial Future

Why choose us

Fully Independent

Investment solutions not tied to a single company.

Market Fair Pricing

Transparent, fair pricing designed to deliver value without surprises.

Fiduciary-Backed Planning

Advice you can trust, always put your best interests first.

Our Service Area

Elevate Wealth proudly serves advisory clients throughout the Treasure Valley and beyond, offering modern financial guidance grounded in local expertise and national perspective. We work with individuals and families in:

Frequently Asked Questions

What makes Elevate Wealth different from other financial advisors?

Elevate Wealth focuses on honest, human‑centered financial planning rather than product‑driven advice. Their approach emphasizes education, empowerment, and long‑term strategy, supported by modern insight and genuine care for each client.

What types of financial planning services do you offer?

Services include portfolio and investment management, proactive wealth planning, and long‑term tax reduction strategies. Each service is designed to adapt to your goals and changing financial landscape.

Do you provide tax‑smart strategies?

Yes. Elevate Wealth offers creative, long‑term tax planning solutions to help clients keep more of what they earn now and in the future.

Are you a fiduciary?

Yes. Elevate Wealth provides fiduciary‑backed planning, meaning advice is always given with your best interests first.

How do you structure your pricing?

The firm offers transparent, market‑fair pricing designed to deliver value without surprises.

Who do you serve?

Elevate Wealth works with individuals and families throughout the Treasure Valley — including Boise, Eagle, Meridian, and Nampa — as well as clients across Idaho, several western states, and Sonoma County, California.

What can I expect during the planning process?

You’ll receive people‑first guidance for major financial decisions, clear advice, and long‑term support. The process is designed to help you make confident choices about retirement, family wealth, business exits, and more.

Is Elevate Wealth an independent firm?

Yes. They offer fully independent investment solutions not tied to a single company, ensuring unbiased recommendations.

How do clients describe their experience?

Clients highlight Andrew’s deep market knowledge, proactive communication, integrity, and the time he invests to ensure clients feel informed and confident.

How can I schedule a consultation?

You can schedule a consultation directly through the website or contact the office at 208‑519‑8658.