MEET THE TEAM

PARTNERS

 

COOPER McMANUS

As an office of supervisory jurisdiction (OSJ), Cooper McManus manages compliace and provides consulting and other business services to the independent advisors in its network, including Tadman Financial. Their community of advisors shares a commitment to exceptional, professional, knowledgeable, and values-driven service.

www.CooperMcManus.com

ADVISORS EXCEL

Advisors excel, is a national insurance marketing organization supporting financial professionals, Broker/Dealers, and financial institutions with a structure designed to match the unique business model of each organization and individual they serve. They provide client planning solutions through the optimal use of life insurance, annuities, and long-term care.

www.advisorsexcel.com

RECENT ARTICLES

Market Commentary | June 8th, 2026

Weekly Market CommentaryJune 8th, 2026What SpaceX Reveals About Index Investing SpaceX is expected to become one of the most valuable companies in the world, with valuations reportedly approaching $1.5 to $2 trillion. At that size, it would rank among the largest...

Market Commentary | June 1st, 2026

Weekly Market CommentaryJune 1st, 2026Week in Review The latest round of data releases provided a more nuanced picture of the economy, highlighting a continued tension between moderating growth, persistent inflation pressures, and pockets of strength across key...

June 2026

June- NEWSLETTER -2026Something PersonalNicky and Marty’s 20th Wedding Anniversary TripFor our 20-year wedding anniversary, Nicky and I spent 17 days traveling across Japan on what became one of the most memorable trips we have ever taken.We started in northern Japan...

TAX PROFESSIONALS

We partner with your CPA to build comprehensive financial plans for your unique situation. We can also recommend a CPA or tax professional to you to ensure you are getting the best advice.

Learn More

ESTATE PLANNING PROFESSIONALS

We will partner with your estate planning attorney to work on an optimal solution for your estate planning needs. It is important to us that you are getting the best advice from professionals in their area. We can also recommend attorneys who specialize in estate planning.

Learn More

CONTACT US

Boise, Idaho
13125 W. Persimmon Lane,
Suite 200 Boise, ID 83713

(208) 286-1345

Irvine, California
9870 Research Drive
Irvine, CA 92618

(949) 510-8621
martytadman@tadmanfinancial.com

FOLLOW US
RECENT ARTICLES

Market Commentary | June 8th, 2026

Weekly Market CommentaryJune 8th, 2026What SpaceX Reveals About Index Investing SpaceX is expected to become one of the most valuable companies in the world, with valuations reportedly approaching $1.5 to $2 trillion. At that size, it would rank among the largest...

Market Commentary | June 1st, 2026

Weekly Market CommentaryJune 1st, 2026Week in Review The latest round of data releases provided a more nuanced picture of the economy, highlighting a continued tension between moderating growth, persistent inflation pressures, and pockets of strength across key...

June 2026

June- NEWSLETTER -2026Something PersonalNicky and Marty’s 20th Wedding Anniversary TripFor our 20-year wedding anniversary, Nicky and I spent 17 days traveling across Japan on what became one of the most memorable trips we have ever taken.We started in northern Japan...

CONTACT US

Boise, Idaho
13125 W. Persimmon Lane,
Suite 200 Boise, ID 83713

(208) 286-1345

Irvine, California
9870 Research Drive
Irvine, CA 92618

(949) 510-8621
martytadman@tadmanfinancial.com

FOLLOW US

   Tadman Financial, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated with any entity listed above.