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Mike Jillson | Financial Advisor

Profile img for Mike Jillson, financial advisor at Modern Wealth Management
Boise, ID
Mike Jillson
Financial Advisor
Advisor at
Modern Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Freedom means the ability to do what you want, when you want, with whom you want, for as long as you want. The most rewarding part of my job is helping clients who have worked so hard reach that level of financial freedom. What drew me to this industry is the blend of being a people person and a critical thinker. I get to live countless different lives through my clients, which is incredibly rewarding. At the same time, I dive deep into spreadsheets and stay connected with top economists and portfolio managers every day. What truly fulfills me is helping others. I enjoy problem-solving and assisting clients in finding peace of mind when it comes to their finances. I love spending time outdoors, whether it's skiing, mountain biking, backpacking, or exploring new places around the world. My girlfriend and I recently moved to Sun Valley, Idaho, with our golden retriever, Waffle, who’s always up for an adventure with us.
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Specialties and Expertise

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Cash Flow Analysis
College Planning
Family Governance and Legacy Planning
Philanthropic Planning and Giving
Portfolio Construction
Retirement Income
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies

Clientele

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Doctors
Healthcare Workers
Inheritors
Retirees
Teachers
Tech Employees
Veterans & Active Duty Military
Women in Tech

Credentials and Designations

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Certified Financial Planner™

Education

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University of Colorado BoulderFinance & AccountingYear Obtained: 2014
Quick Facts About Mike
Years of Experience:10 yearsMember since:2025Number of clients:150

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Financial Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Boise, ID
Mike Jillson
Financial Advisor
Advisor at
Modern Wealth Management
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Advisor Disclosure
Under applicable SEC rules, AdvisorFinder may be considered a paid, non-client endorser or promoter of Modern Wealth Management, LLC (“MWM”). MWM pays an upfront periodic subscription fee for a presence on AdvisorFinder’s platform, creating a material conflict of interest. AdvisorFinder’s annual fee is $8,000 and is payable, regardless of whether you or any other person become a client of MWM. These fees are not passed on to you. You can choose other investment firms and are not obligated to work with MWM. If you hire MWM, you will enter into an agreement directly with us. AdvisorFinder is not affiliated with MWM and cannot provide investment advice or bind MWM. An agreement with MWM only becomes effective upon our acceptance.
Profile last updated: 02-13-2025