Strategic Wealth Concepts - Idaho Falls, Idaho

Preston A.

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.

Brent B.

Dan is a very talented financial planner. But he’s not simply talented, he’s a teacher at heart. He knows his craft and has been a real asset to my financial future. If your looking for help with your financial planning, I recommend you give Dan a call.

Jordan P. (.

I can not recommend Dan and the rest of the team at Strategic Wealth Concepts more. When it comes to your financial future you want an planner who is confident, talented, and cares about you and your loved ones as if you were their own family. That is the level of service I’ve received and continue to experience as I am educated and empowered to improve and reach my financial goals, all while feeling like a highly valued customer and member of the family.

Jacob M.

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!

Brian S.

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!

Austin A.

Strategic Wealth Concepts is hands down the best investment company that my family has worked with (we have worked with a few and have had a couple of OK experiences and some not so great). They started by managing my wife and I’s portfolio and now also help my parents. The fact that I trust my entire family in their hands is irreplaceable. Dan is one of the most knowledgeable individuals I’ve ever met and I am now convinced can come up with a plan for any situation. Russ has the ability to make the theories Dan comes up with a reality and can prove them with numbers. Lou Ann is a ray of sunshine and will always put a smile on your face when you come in. If you need help with stocks, life insurance, estate planning, or managing your portfolio so that you are setup for generations, I cannot recommend enough.

Niel H.

I've known Dan and Russ for several years and they are genuinely some of the best guys I know. On top of that they are experts in their field, love to help people reach their financial goals, and the rest of their team is also wonderful to work with. If you have been looking for someone to help on your financial journey or are looking for a new advisor to work with to build your assets I couldn't recommend them enough.

Adam L.

I have been working with Dan and team (mostly LouAnne) for the past year and a half. Dan was my first professional financial adviser, answers all my questions, walks me through each process and spends time educating me so I feel like I am making good decisions for my families future.

Dan has helped me build a tax plan, investment plan and estate plan with a focus on my kids future. I can’t recommend him enough and thank him for the good experiences and consistent support.