We treat every client like family, working alongside you to thoughtfully manage your wealth and support your long-term goals with integrity.
With more than 60 years of combined experience, Family Tree Financial proudly serves all of Idaho with personalized, tax-smart financial planning rooted in integrity. Our mission is simple: to protect and educate every client as if they were our own family. From personal finances to business and legacy planning, we’re here to guide you every step of the way.
With decades of experience, we bring the wisdom and perspective to guide you through every stage of life.
Our mission is simple: to protect and educate our clients like they are our own family.
Family. Service. Integrity. Education. Relationships. These values guide every decision and relationship we build.
We create personalized strategies that are tailored to your unique needs and life goals.
For those who don’t know me, I’m Chris Eggleston. I am the founding partner of Family Tree Financial here in the city of Eagle, Idaho.
In crafting this announcement, I’m a bit at a loss for words of how to describe how much it means to me, personally, that Sage decided on our firm to partner with, but I’ll try anyhow.
Sage joined the financial services industry a year after me. He brings over 20 years of experience and knowledge with him. I guess you could say that we “grew up” in the industry together. He has since built a very meaningful and sizable business in the investment management world.
The investment management world is full of sharks and wolves. Sage is a shepherd. He has the same heart as me regarding how we care for our clients.
We’ve had hundreds of heartfelt conversations about how we approach creating meaningful relationships with clients to protect them from the strange, confusing and murky world of the money management industry.
I’ve known Sage for a couple of decades now. I know how he cares for his family, friends, and clients. I’ve always thought if we ever brought a successful/experienced advisor into Family Tree, he’d be the example of what we’d add.
Our core values of: Family, Service, Integrity, Education, and Relationships are mutually shared.
Welcome Sage!
At Family Tree Financial, we know every family and business is unique. Our advisors bring decades of experience and personalized, integrity-driven strategies to help protect what matters most. Learn more about our services and how we can tailor a plan for you.
Turn your wealth into lasting freedom.
Full-picture planning to align your finances with your goals and values.
Succession, retirement, and tax-efficient strategies to protect and grow your business.
Tailored strategies for complex financial needs, focused on preservation, growth, and legacy.
We’ll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Expert financial guidance tailored to your unique goals, values, and vision for the future.
A: We protect and educate every client as if they were our own family. Expect integrity-first advice, transparent explanations, and personalized, tax-smart planning.
A: Holistic planning is a whole-picture approach to your finances that aligns every decision (savings, debt, risk management, investments, tax strategy, retirement income, estate/legacy, business planning) with your goals and values.
A: Individuals, families, and business owners across Idaho and the Treasure Valley. From early planners to retirees and high-net-worth households.
A: Absolutely. We collaborate directly with your professional team, so investments, taxes, estate documents, and risk protections all work together.
A: Yes. We can simplify accounts, design a tax-efficient withdrawal strategy, and create a reliable income plan.
A: Yes. We advise on cash flow, tax planning, key-employee strategies, succession, exit readiness, and aligning the business with your personal plan.
A: Yes. We provide our clients with education-focused meetings. We explain each step in plain language and provide resources so you can make informed decisions with confidence.
We believe that true financial success comes from looking at the whole picture. That’s why our first priority is helping you care for yourself, your family, and your future through personalized Financial Planning. We take the time to understand your unique circumstances, uncover your dreams and goals, and design strategies that align with every stage of life. By combining tax-smart guidance with personal attention, we provide a roadmap that gives you clarity and confidence.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
