Fee-Only Financial Planning for Eastern Idaho Families

“After being run through the wringer by my previous advisor I was very apprehensive about putting any trust or faith into a financial planner. A coworker told me about their positive experiences with Strategic Wealth Concepts, so I decided to meet with Dan and his team. From day one they have helped me establish strategic, customized, long term financial plans specifically tailored to provide security in my retirement, stability for my wife in the event of my untimely death and ensure generational wealth for my children. I have been with them for eight years now and I look forward to the future with peace of mind knowing that Dan always has my family’s future and best interest in mind.”

“Strategic Wealth Concepts has been great to work with. Their team takes the time to explain everything clearly and really focuses on helping you reach your financial goals. I felt comfortable asking questions and left each meeting with a solid understanding of my options. If you're looking for an approachable and knowledgeable financial advisor, I'd definitely recommend checking them out!”

“I have felt confident working through Strategic Wealth Concepts because of their highly trained and experienced staff. They have been friendly and helpful with each dealing I have had with them. I seen growth in my portfolio and feel I am making great progress towards my financial goals. I highly recommend working with Dan McPherson and his team!”