Financial Advisors
Eagle, ID
OnePoint BFG Wealth Partners, led by Sean McCarthy (CFP®, ChFC®, RICP®), provides comprehensive wealth management and financial planning services to families, executives, tech professionals, business owners, and retirees in the Boise area and nationwide. With over 7 years of experience, Sean specializes in stock-based wealth management, retirement planning, and navigating complex financial landscapes for high-level professionals and entrepreneurs. The firm combines personalized financial advisory with investment management, trading strategies, and institutional retirement services to help clients build confidence and achieve long-term financial goals.
Ideal for: Tech executives with stock compensation, business owners, pre-retirees and retirees, high-net-worth families
Service area: Boise area and nationwide
CFP® Certified Advisor: Sean McCarthy holds CFP®, ChFC®, and RICP® designations, demonstrating rigorous professional credentials and commitment to fiduciary standards.
Tech Executive & Stock Compensation Specialist: Specializes in guiding tech executives through complex stock compensation planning, a niche expertise valuable for Boise-area tech professionals.
Comprehensive Wealth Services: Offers integrated financial planning, investment management, trading strategies, and institutional retirement services through a dedicated team of specialists.
Address: 500 E Shore Dr #100, Eagle, ID 83616
Phone: (208) 609-3039
Website: onepointbfg.com
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