We provide comprehensive, tax-efficient financial planning designed for Idaho families and business owners who value personal attention and expert strategies tailored to your unique goals.
With a collective experience of 60 years in the industry, Family Tree Financial was founded in 2021 by Chris Eggleston and Stephen Schultz, centered around the guiding principle of only recommending to clients what we would advise our own family to do. Since its inception, our firm has flourished, transcending its founders and blossoming into a collective of professionals who share a common mission. In September 2025, we proudly welcomed Sage Kendall as a partner, further enriching our team and reinforcing our dedication to guiding individuals, families, small business owners, and others toward prosperous financial futures—a commitment we’ve cultivated since day one.
Our services cover the full spectrum of financial planning. From holistic planning that aligns your finances with your family’s goals and values, to business planning that protects your company’s future, to high-net-worth wealth management that balances growth, preservation, and legacy, we deliver strategies tailored to you. Our guidance also extends to retirement, estate, investments, insurance, taxes, and lifestyle strategies that bring clarity and confidence to your financial decisions. Through it all, one promise remains constant: a commitment deeply rooted in doing what’s right, treating every client like family, and protecting their best interests above all else. Hence, our name, Family Tree Financial, reflects our legacy of advice and support.
At Family Tree Financial, we embrace the understanding that each financial journey is as unique as a fingerprint. Devoted to delivering personalized solutions crafted to the distinctive needs and dreams of every client, we tailor our strategies to cater to individuals in diverse stages of life. Whether navigating the early stages of a career, fostering savings in youth, approaching the golden years, or relishing retirement, our strategies are bespoke, enriching outcomes, and aligning with specific goals.
Family Tree Financial offers the personal care of a boutique firm, backed by the strength and resources of one of the nation’s largest independent broker-dealers.
Advisory Resource Group (ARG) traces its roots back to the 1940s and today supports independent financial advisors, wealth managers, and insurance professionals who collectively serve more than 30,000 clients nationwide. We are continually expanding our advisor network and resources across the country.
At ARG, our foundation is built on culture, platform, and people. Created by advisors, for advisors, we are committed to delivering an exceptional advisor experience. As an independent firm, we provide an environment that empowers advisors to grow their practices while enhancing the client’s journey through financial planning, making it a collaborative, purposeful, and results-driven process.
As your financial professionals, partnering with Osaic means we have the strength and support of one of the largest networks of wealth management firms in the country behind us. Founded in 2016 and reimagined in 2023, Osaic equips us with cutting-edge technology, secure systems, and comprehensive back-office resources—all designed to help us focus more on you. Osaic partners with trusted custodians, including National Financial Services (NFS) and AssetMark, to provide secure and reliable account management, trading, and reporting solutions.
With Osaic’s nationwide reach and commitment to innovation, we’re able to provide you with the confidence, clarity, and personalized attention you deserve, supported by the depth and stability of an organization built for the future of financial advice.
“National Financial Services” most commonly refers to National Financial Services LLC (NFS), a major U.S. clearing and custody firm that is a subsidiary of Fidelity Investments. It handles the “back-end” operations, such as processing trades and safeguarding assets, for many broker-dealers and registered investment advisors.
AssetMark Financial Holdings, Inc. (“AssetMark”) is a leading wealth management technology platform for financial advisors. In 2024, AssetMark became an independent, U.S.-owned private company following its acquisition by GTCR, a private equity firm based in Chicago, Illinois. Founded in 1996, the AssetMark platform has grown to over $139.4 billion in assets and serves over 10,753 financial advisors and over 317,477 investor households.
AssetMark provides a broad range of wealth solutions designed to support our client’s evolving goals – from personalized model creation to thoroughly vetted investment strategies and everything in between.
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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.
