Nathan C. Downs
Nathan C. Downs, AIF®, CRC®, MBA
Founder
Accredited Investment Fiduciary®
Certified Retirement Counselor®
Wealth Advisor
As a wealth advisor for almost 15 years, it has been a central tenant of mine to use my position and career to create lifelong positive impact for my client’s financial lives. I have been extremely blessed to work with incredible clients and an amazing team. I continue to work with existing and new clients across the country. Starting my business in the small town of Kelso, WA where I grew up, I continued expansion north into the Seattle area. Currently, I reside in Boise, Idaho where SFWA is headquartered.
My lovely wife Natalie and I have 5 children (3 boys and 2 girls) and are enjoying living in the Treasure Valley. Our kid’s sports and outdoor activities keep us busy and we are enjoying this season of life.
As the founder of SFWA, it has been a huge blessing working with our team of advisors and client support staff. Our client centered and independent approach has allowed us to create truly unique and high-end solutions for our clients. Every day we solve problems and create opportunities through our personalized and boutique investments and investment planning process. Our team is passionate about creating systems and a culture that helps address the true underlying needs, questions, and goals of our clients.
Our passion as a company is fueled by a desire to continually improve our client’s individual situations and lives.
See What Our Clients Are Saying
Seth McCauley
I have been using Cory Thomas’ services for over 2 years now. He is extremely knowledgeable and very responsive. What I appreciate most is the time he takes to clearly explain any questions that I may have. He does it in a manner that is helpful, sincere, and never once talks over my head. I would highly recommend Cory if you’re looking for an honest, hard working, detail oriented individual.
Elizabeth Drafae
Positive: Professionalism, Quality, Responsiveness, Value
I have been working with Cory Thomas for several years now. I am amazed at the speed in which he responds to my questions and provides solutions to my needs. Cory is patient, detailed and what I admire most is his compassion and enthusiasm. After every email, text or phone call with Cory, I am left feeling supported, heard, understood.
Trevor Amsberry
Nathan is personable, knowledgable, and honest. He is able to explain what can seem overly complicated in an easily understandable way. I love that he was able to tailor my financial plan to my specific goals. From my first meeting with Nathan I knew that his interests aligned with my own. He has the upmost integrity and that is why I decided to trust him with financial future.
