Who We Are

We’re specialists in personal finance, short and simple. We help average U.S. citizens improve their financial situations, and achieve all-important independence on their own terms. Our service focus is to provide a comprehensive set of financial planning, investing and income management techniques. These are applied in a highly customized manner as defined by your goals, always in keeping with your best interests.

John Davis

President

208-996-1110

john@43rdholdings.com

When I began my career in financial services in 1987, it was immediately clear that if you’re not committed to your clients’ success, you don’t belong in this business. I’ve been helping people reach their goals for 34 years, starting at big-name firms and carefully transitioning into this small, highly personal practice. If I’ve learned one thing on this journey, it’s that people are all that really matters.

Kim Clarke

Operations Manager

208-996-1110

kim@43rdholdings.com

I’ve been the firm’s Operations Manager since 2011, and have never had more fun or greater satisfaction. I’m a versatile professional who embraces challenge and loves helping people. I especially like being on a compact team, where all of us are key players in supporting each other and our clients.

Where We Do Business

Our service area is the entire U.S. Many of our clients are in the western and northwestern states of Idaho, Montana, Utah, Nevada, California, Oregon and Washington. We are licensed in many states, and operate from our office in Boise, Idaho.