Advisors at this firm
Robert R
PFS™
Boise, ID
Grow Rasmussen Consulting LLC
Robert Rasmussen is a financial advisor at Grow Rasmussen Consulting LLC with 27 years of industry experience. He holds the PFS™ designation and has been a partner and CPA at Grow Rasmussen LLP, a full-service accounting firm, since 1981. Rasmussen combines his financial advisory role with extensive accounting expertise through his partnership in the accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, trusts, small businesses, and charitable organizations. The firm uses a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, supported by a close affiliation with an accounting and consulting practice staffed by licensed CPAs.
Stephen L
Series 65
Boise, ID
Grow Rasmussen Consulting LLC
Stephen Larson is a financial advisor with Grow Rasmussen Consulting LLC in Boise, ID, holding a Series 65 designation and 27 years of industry experience. He is also a CPA and partner in Grow Rasmussen LLP, a full-service accounting firm. Larson’s professional activities include ownership and management of this accounting firm alongside his advisory role. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with documented investment policies and primarily implements portfolios through no-load mutual funds and ETFs, supported by its affiliation with an accounting and consulting practice staffed by licensed CPAs.
Jason P
PFS™, Series 65
Boise, ID
Grow Rasmussen Consulting LLC
Jason Peery is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Grow Rasmussen Consulting LLC since 2001 and is also the managing partner of Grow Rasmussen LLP, a full-service accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach and collaborates closely with its affiliated accounting practice, employing licensed CPAs among its advisory personnel.
Matthew G
Series 65
Boise, ID
Grow Rasmussen Consulting LLC
Matthew Grow is a financial advisor at Grow Rasmussen Consulting LLC in Boise, ID, holding a Series 65 credential with 23 years of industry experience. He is also a CPA and partner at Grow Rasmussen LLP, a full-service accounting firm he has been involved with since 2001. Grow Rasmussen Consulting provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm utilizes a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, and its advisory personnel include licensed CPAs who also provide accounting services.