At OnePoint BFG Wealth Partners, we believe financial planning is about more than money—it’s about building a life that reflects your goals, values, and purpose.
Led by Sean McCarthy, CFP®, ChFC®, RICP®, our Boise-based financial planning team helps professionals, business owners, and families make smarter financial decisions.
Whether you’re planning for retirement, managing equity compensation, or balancing growth with security, our goal is simple—to help you make your money work in alignment with your life.
Distribution Planning in Boise, ID
At OnePoint BFG Wealth Partners, we believe financial planning is about more than money—it’s about building a life that reflects your goals, values, and purpose.
Led by Sean McCarthy, CFP®, ChFC®, RICP®, our Boise-based financial planning team helps professionals, business owners, and families make smarter financial decisions.
Whether you’re planning for retirement, managing equity compensation, or balancing growth with security, our goal is simple—to help you make your money work in alignment with your life.
Why Financial Planning Matters
A solid financial plan connects every part of your financial life—investments, taxes, retirement income, and estate planning—so each decision supports your long-term goals.
Without coordination, it’s easy to miss opportunities, duplicate effort, or pay more in taxes than necessary. That’s where our Boise fiduciary advisors come in—to help you organize, prioritize, and act confidently.
Our Financial Planning Process
We start by understanding what’s most important to you—your career, family, and future goals.
We review your cash flow, investments, retirement accounts, insurance, and tax exposure to uncover inefficiencies or gaps.
We create a financial roadmap that aligns with your goals—balancing growth, protection, and flexibility.
We work directly with your CPA, attorney, or other trusted professionals—or connect you with ours—to ensure everything is integrated and efficient.
Your financial plan should change with your life. We meet regularly to review, refine, and adjust your strategy as your goals evolve.
Financial Planning Core Areas of Focus
Design a retirement income strategy that maximizes your savings, coordinates Social Security, and manages taxes—so you can retire with confidence.
We build customized, evidence-based portfolios tailored to your goals, time horizon, and risk tolerance.
We help reduce your long-term tax burden through smart asset placement, Roth conversions, and strategic withdrawal planning.
Protect what matters most with coordinated estate strategies that align with your values and minimize family stress.
From life and disability insurance to long-term care and asset protection, we help you safeguard your family and your future.
For Boise entrepreneurs, we integrate your personal and business finances—from retirement plan design to exit and succession strategies—ensuring your business supports your long-term goals.
Who We Serve
We work with Boise professionals, business owners, and near-retirees who want more than basic investment advice—they want a strategic partner. We also serve clients nationwide.
Our clients are growth-minded, family-oriented, and value proactive guidance. Whether you’re building wealth, planning retirement, or managing a business, our Boise financial planners help you simplify the complex.
Why Work With the Sean McCarthy Team
Financial Planning Frequently Asked Questions (FAQs)
A financial planner helps you manage all aspects of your financial life—investments, taxes, retirement, and estate planning—so your money works together toward your goals.
Yes. Investments are only one piece of the puzzle. A planner ensures your portfolio, taxes, and long-term goals stay coordinated—especially important for Boise professionals and business owners.
The term fiduciary means we’re legally required to put your interests first. Our advice is fee-based, transparent, and completely independent of product sales.
We combine local relationships with a national-caliber planning process. You’ll get personal attention, a clear plan, and ongoing accountability from an experienced CFP® professional.
We’re fee-only. You’ll know exactly what you pay and what’s included.
Absolutely. We often work alongside your other professionals to ensure your plan is tax-efficient and legally sound.
We typically meet at least once a year, or any time your life changes—new job, retirement, inheritance, or business growth.
No. It’s a living strategy that evolves as your goals and circumstances change. We’ll adjust it proactively to keep you on track.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”).
The information contained herein is provided for informational and discussion purposes only and is not, and may not be relied on, in any manner, as legal, tax, accounting or regulatory advice nor does this constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. The information, as set forth herein, should not be construed or interpreted as OnePoint BFG’s guarantee of any particular investment outcome or a guarantee of future investment returns or results.