- Greg has twin boys who both attend Boise State University.
- He has been married for 21 years and loves to boat, fish, mountain bike, and generally be outdoors when he can.
- After sending his boys off to college, he learned how to cook. He makes and cans his own salsas, smokes meat, and makes a wicked good chili colorado.
- Greg has twin boys who both attend Boise State University.
- He has been married for 21 years and loves to boat, fish, mountain bike, and generally be outdoors when he can.
- After sending his boys off to college, he learned how to cook. He makes and cans his own salsas, smokes meat, and makes a wicked good chili colorado.
Greg Phelps
Partner Advisor
Designations: CFP®, AIF®, CLU®, AAMS®
Education and Certifications
Who I work with
What guides my approach
“The personal interaction with people who genuinely need financial guidance and help is why I enjoy what I do. I’ve always said the relationship between financial planner and client is second only to faith, close family, and friends, and I enjoy helping people reach their life goals, which take both money and planning to achieve.”
- Greg Phelps, Allworth Partner Advisor
More About Greg:
- Greg has twin boys who both attend Boise State University.
- He has been married for 21 years and loves to boat, fish, mountain bike, and generally be outdoors when he can.
- After sending his boys off to college, he learned how to cook. He makes and cans his own salsas, smokes meat, and makes a wicked good chili colorado.
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9