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 | October 13th, 2025

Weekly Market CommentaryOctober 10th, 2025Week in Review... The ongoing government shutdown has created a data vacuum, delaying key economic reports and clouding visibility for the Federal Reserve ahead of its next meeting. Markets now face the unenviable task of...

October 6th, 2025

Weekly Market CommentaryOctober 6th, 2025Week in Review... Last week’s economic data painted a mixed picture of the U.S. economy. August’s pending home sales surged by 4%, far exceeding the forecasted 0.2%, signaling continued strength in the real estate market. The...

September 29th, 2025

Weekly Market CommentarySeptember 29th, 2025Week in Review... The week began with key sentiment data from the S&P Global Manufacturing and Services Purchasing Managers’ Indices (PMIs). Both readings came in slightly below market expectations and last month’s...

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.

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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.

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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 | October 13th, 2025

Weekly Market CommentaryOctober 10th, 2025Week in Review... The ongoing government shutdown has created a data vacuum, delaying key economic reports and clouding visibility for the Federal Reserve ahead of its next meeting. Markets now face the unenviable task of...

October 6th, 2025

Weekly Market CommentaryOctober 6th, 2025Week in Review... Last week’s economic data painted a mixed picture of the U.S. economy. August’s pending home sales surged by 4%, far exceeding the forecasted 0.2%, signaling continued strength in the real estate market. The...

September 29th, 2025

Weekly Market CommentarySeptember 29th, 2025Week in Review... The week began with key sentiment data from the S&P Global Manufacturing and Services Purchasing Managers’ Indices (PMIs). Both readings came in slightly below market expectations and last month’s...

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.