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
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
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
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Disclaimer: This article has been provided for informational purposes only and should not be considered as...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
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.