EquiShield is a specialized division of Mustard Seed Financial, built on the foundation of over two decades of trusted financial expertise. Since 2002, Mustard Seed Financial has helped clients navigate complex financial landscapes as an independent Fiduciary Registered Investment Advisor. At EquiShield we are dedicated to guiding investors toward achieving their financial goals through tailored 1031 DST strategies.
Our open-architecture approach and fiduciary obligation ensures we deliver personalized recommendations that align with each client's unique circumstances and long-term objectives.
At EquiShield, we specialize in providing clarity and confidence for your 1031 Exchange, empowering you to preserve wealth, defer taxes, and build a brighter financial future.
LET'S WORK TOGETHER
Our Firm
EquiShield is a specialized division of Mustard Seed Financial, built on the foundation of over two decades of trusted financial expertise. Since 2002, Mustard Seed Financial has helped clients navigate complex financial landscapes as an independent Fiduciary Registered Investment Advisor. At EquiShield we are dedicated to guiding investors toward achieving their financial goals through tailored 1031 DST strategies.
Our open-architecture approach and fiduciary obligation ensures we deliver personalized recommendations that align with each client's unique circumstances and long-term objectives.
At EquiShield, we specialize in providing clarity and confidence for your 1031 Exchange, empowering you to preserve wealth, defer taxes, and build a brighter financial future.
We work for you and not for corporate shareholders. For 20+ years we have actively worked to reduce investors’ conflicts of interest and align our interests with our clients.
Our Independent Open-architecture structure provides you with access to a vast universe of investment solutions. We can help you reach and exceed your financial goals by helping you to find the most appropriate investment solutions for your unique financial goals and aspirations.
No two investors are alike and we appreciate that. We will take the time to understand your unique situation and uncover the financial solutions you are comfortable considering.
Your ongoing Peace of Mind is a top priority for us. Our unique service model ensures that we are able to look out for your best-interests always; day-after-day, and year-after-year.
Brian has been a steadfast presence in the financial services industry with a career spanning back to 1992. In 2002, he took the initiative to establish this Registered Investment Advisory firm. Brian holds the pivotal role of being a trusted Fiduciary to his clients, tirelessly dedicated to guiding them towards their unique financial aspirations.
Raised on a large ranch spanning from Rupert Idaho to north of Sun Valley, Brian learned the value of diligent work and dedication from an early age. Brian earned a Bachelor of Science in Business from the University of Idaho in 1992, followed by a Masters of Business Administration from Boise State University in 1996.
Brian's community involvement is marked by his 8-year tenure on the Saint Alphonsus Hospital Board of Directors and a 9-year commitment to the Mission Aviation Fellowship (MAF) Foundation Board.
For over 20 years Brian has been an active member of Rotary International, having held the prestigious position of President in two local Rotary Clubs. Beyond his professional pursuits, Brian treasures moments with his three grown children and thrives on various outdoor activities.
In 2013, Matthew joined Mustard Seed Financial, drawn by Brian Burks' unwavering dedication to the fiduciary standard, the Registered Investment Advisor business model, and a steadfast commitment to prioritizing the client's best interests. Over the years, Matt has worked tirelessly as an Investment Advisor and as a junior partner to enhance every facet of the firm, with a singular focus on supporting our valued clients.
Prior to Mustard Seed Financial, Matt earned a degree in business management from Boise State University. He began his career the financial world at Mass Mutual, followed by Morgan Stanley and then an independent options-trading firm. It was during this professional journey that he came to appreciate the ethical clarity of being a fiduciary, which he found best aligned with his values.
A Houston native, Matt's childhood visits to Idaho to visit family left an indelible mark. After serving in the Navy as an engineer in the Nuclear Reactor Department aboard the USS John C. Stennis, he relocated to Boise to pursue his education at BSU and start a family.
Outside of his professional pursuits, Matt cherishes moments spent with his wife, Ashley, and their two sons, Brecken and Peyton. Together, they embark on adventures camping, fishing and rafting down rivers, hiking and skiing through Idaho mountains, and training/coaching in the martial art of jiu-jitsu.
Bryce Valles joined Mustard Seed Financial in 2024 as an Investment Advisor Representative after earning his Series 65 license. He plays a key role in assisting with portfolio management and leads the firm’s 1031 Delaware Statutory Trust (DST) platform, supporting clients through the evaluation, structuring, and execution of tax-deferred real estate exchange strategies.
Bryce is a graduate of Boise State University, where he earned his Bachelor of Business Administration in December 2023. As a former Division I track and field athlete, he developed a strong foundation in discipline, accountability, and teamwork—principles that continue to guide his professional approach to client service and investment analysis.
With a strong focus on alternative real estate investments and their tax advantages. Bryce works closely with clients and advisors to help navigate the complexities of 1031 exchanges, sponsor due diligence, and DST portfolio construction. He is committed to maintaining high standards of regulatory compliance, transparency, and investor education.
Bryce is dedicated to continuous professional development and staying current with evolving industry best practices to better serve clients pursuing long-term wealth preservation and income strategies.
Outside of work, Bryce enjoys staying active, traveling with his wife, and spending time with friends and family.
Equishield 1031™ is a specialized division of Mustard Seed Financial, a Registered Investment Advisor located at 501 S. Main St. Meridian, Idaho 83642. Investment Advisory services are provided by Mustard Seed Financial. Pictures and information are for illustration purposes only, and are not always current offerings. Available offerings will vary and may change at any time. All investments, including real estate investments, may lose value and are not guaranteed.
Information on this site is for informational purposes only, and is not an offer to buy/sell or sell any investment. Delaware Statutory Trusts (DSTs) and Opportunity Zones are available for purchase by Accredited Investors only. Other companies and securities depicted in photographs and information listed herein are provided by third-party DST and Opportunity Zone sponsors which are not affiliated with Mustard Seed Financial. Mustard Seed Financial cannot verify the accuracy of, nor assume responsibility for, any content provided by any unaffiliated third parties.”
