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Sean McCarthy - OnePoint BFG Wealth Partners

Financial Advisor in Eagle and Boise, Idaho

Sean McCarthy is a financial advisor with OnePoint BFG Wealth Partners in Eagle, Idaho, helping families, executives, and business owners in the Boise area plan for retirement and manage stock-based wealth.

Sean McCarthy, CFP®, ChFC®, RICP®
Wealth Management Advisor
OnePoint BFG Wealth Partners
Eagle, Idaho

Schedule a Consultation

How Is Sean McCarthy Connected to OnePoint BFG Wealth Partners?

Sean’s advisory practice is part of OnePoint BFG Wealth Partners, not a separate financial advisory firm. OnePoint BFG Wealth Partners is a larger advisory firm with advisors and teams serving clients in markets across the country. Sean is the OnePoint advisor based in Eagle, Idaho, serving clients throughout Boise and the Treasure Valley.

 

Is Sean McCarthy a OnePoint BFG Wealth Partners Advisor in Boise?

Yes. Sean McCarthy is a OnePoint BFG Wealth Partners financial advisor based in Eagle, Idaho, serving clients throughout Boise and the Treasure Valley.

Eagle is part of the broader Boise market, and Sean works with clients who live and work in Eagle, Boise, and surrounding Treasure Valley communities, as well as clients located elsewhere.

 

Who Does Sean McCarthy Help?

Families Preparing for Retirement

Sean works with families who are preparing for retirement, helping them think through retirement readiness, income planning, investment decisions, and how those decisions coordinate with their broader tax picture.

Executives and Professionals With Stock-Based Wealth

Sean works with executives and professionals whose compensation includes stock-based wealth, including RSUs, stock options, ESPPs, and concentrated company stock. This work includes helping clients understand the tax implications of their equity compensation and how it fits into their overall financial plan.

Business Owners Preparing for a Liquidity Event

Sean also works with business owners who are preparing for a liquidity event, helping them plan financially before and after the sale or transition of a business.

Sean McCarthy's Areas of Financial Planning Expertise

Executive Financial Planning

Coordinating compensation, investments, taxes, retirement, and long-term planning for executives and professionals.

Stock-Based Compensation and Concentrated Wealth

Helping executives understand and manage RSUs, stock options, ESPPs, and concentrated company stock.

Retirement Planning

Helping clients determine when they can retire, how much they may need, and how to turn accumulated assets into retirement income.

Investment Management
Building and managing portfolios around the client's overall financial plan.
Tax-Aware Financial Planning

Coordinating investment and planning decisions with potential tax consequences in mind.

Business Liquidity Event Planning

Helping business owners prepare financially for the sale or transition of a business.

Financial Planning for Micron Employees and Boise-Area Executives

Sean works with executives and professionals across the Boise area who may have RSUs, ESPPs, stock options, concentrated employer stock, higher incomes, retirement-plan decisions, and complex tax-planning needs.

As one of the Boise area's largest employers, Micron is an important part of the local executive and technology community. Sean has developed financial planning resources specifically for Micron employees navigating questions related to company stock, equity compensation, retirement, and taxes.

Read the Micron Financial Planning Guide
Insights

Before You Sign the LOI: The 7 Planning Moves That Vanish

7 min read
Estate Planning & Legacy

Trump Accounts Are Live: What Families Should Know

Liquidity Event Planning for Business Owners
Business Owners & Liquidity

Liquidity Event Planning for Business Owners

2 min read
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Contact Sean McCarthy at OnePoint BFG Wealth Partners

Sean McCarthy, CFP®, ChFC®, RICP®
Wealth Management Advisor
OnePoint BFG Wealth Partners
500 E Shore Dr #100, Eagle, ID 83616
Eagle, Idaho

Phone: 208-609-3039
Email: sean.mccarthy@onepointbfg.com

Schedule a Consultation
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

 

OnePoint BFG Wealth Partners (“OnePoint BFG”) often uses Artificial Intelligence (“AI”) in the generation of reports such as the above. OnePoint BFG and its employees are bound by all applicable Firm policies and procedures when using AI. AI is subject to risks and limitations. OnePoint BFG has established policies and procedures to ensure all AI generated material goes through human review prior to dissemination. For additional information regarding AI, please refer to OnePoint BFG’s ADV 2A.

 

OP #26-0823