Modern Wealth Management – Boise

Financial Planner Boise, ID
68 / 100

BizScore

How we score
58
AI Visibility
70
AI Ready
—
AI Agent ReadinessNot audited yet
76
SEO Performance
100
Freshness
92
Google Rating
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Contact Information

Location

About Modern Wealth Management – Boise

Modern Wealth Management - Boise is a financial planner in Boise, Idaho. The firm provides a full suite of wealth management services, including financial planning, investments, taxes, estate planning, insurance, and retirement plans. Serving clients in Boise and Eagle, the firm focuses on building personalized financial plans to help individuals achieve financial wellbeing.

The firm, which was formed when Modern Wealth acquired Petso Financial Consultants, LLC, utilizes a collaborative team approach. Specialists work together across disciplines such as tax planning, risk management, and investment management to build comprehensive retirement plans. The advisory team includes professionals with extensive experience in financial advising and public accounting. Their service process is designed to move clients through stages of discovery, preparation, and connection to ensure their documents and legacy strategies align with their long-term goals.

Located on W Main St, the office is situated near the intersection of West Idaho Street and is close to the Boise Connector.

The business maintains thorough, well-documented information online through a well-optimized website that is easily readable by search engines.

Modern Wealth Management - Boise provides personalized expertise and specialized financial services to help residents of Boise navigate their financial futures with confidence.

Services:

  • Emergency Medical Services
  • Estate Planning
  • Investment Consulting
  • Patient Education
  • Portfolio Management
  • Preventive Health Screenings
  • Primary Care
  • Retirement Planning

Score Summary

BizScoreAI scanned the website merriam-webster.com on May 13, 2026. Modern Wealth Management - Boise has a BizScore of 68 out of 100. The website audit behind the SEO score ran on October 23, 2026.

  • AI Visibility58 out of 100
  • SEO76 out of 100
  • Google rating4.6 out of 5

Website audit sub-scores (out of 100): On-Page 78, Technical 94, Performance 73, Content 58.

Strengths: 5 checks passed. Meta Description, Q&A Content, AI-Parseable Headings, AI Crawler Access, About/Team Page.

Areas to improve: 8 checks. FAQPage Schema (failed), Organization Schema (failed), Speakable Schema (failed), BreadcrumbList (warning), AggregateRating (warning), llms.txt (warning), XML Sitemap (warning), Author Signals (warning).

AI engine reads

Read by AI engines 5 times in the last 30 days.

Counted from AI crawler and assistant visits to this page, identified by user agent.

See the full AI visibility report for this business

Contact Modern Wealth Management – Boise

AI Visibility Score

How visible is this business to AI-powered search engines

58 /100

Ways to improve this score

FAQPage Schema
Organization Schema
BreadcrumbList
AI Visibility Scores bySEOScanPRORun a free full audit

SEO Score

Technical SEO health and search engine optimization

76 /100
On-Page
78/100
Technical
94/100
Performance
73/100
Content
58/100

Ways to improve this score

Improve Content
Improve Performance
Improve On-Page

Local SEO Coverage

Directory presence and NAP consistency

— /100
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