McConnell Financial Advisors
McConnell Financial Advisors is a boutique financial planning firm located in Boise, Idaho. Our dedicated team specializes in comprehensive financial planning and management services, catering to individuals across all stages of life, and tailored to the unique needs of our clients.
At McConnell Financial Advisors, we work endlessly to guide clients through “life planning”, give them tools for financial self-advocacy, and nurture relationships with clients to ensure their specific needs are accommodated.
our services
Wealth Management
Tailored strategies to grow and protect your wealth.
Divorce Guidance
Guidance and support through life transitions for a secure financial future.
Women
We are proud to serve those who have historically been excluded from the realm of finance, including women, the LGBTQ+ community, people of color, and beyond.
Retirement Planning
Crafting personalized plans to ensure a fulfilling and worry-free retirement.
Life Planning
Holistic approaches to align your finances with your life's aspirations.
Our holistic approach
As a fee-based registered investment advisor, McConnell Financial Advisors initiates your journey with our “Life By Design” Plan, a comprehensive approach that includes:
Crafting your personalized “Life by Design”
Clarifying your vision for the next 5 to 10 years and beyond
Establishing the purpose behind your financial goals
Compiling a retirement bucket list of five meaningful aspirations
Analyzing your current lifestyle and financial standing
A financial plan is more than just numbers; it’s the foundation for a life you’ll cherish.
Partnerships
We welcome couples, both married and unmarried, and ensure both parties are engaged in the financial planning process.
Financial Planning
Comprehensive financial roadmaps to achieve your short and long-term goals.
Financial Empowerment
Equipping individuals with the knowledge and tools for financial independence and inclusion.
Personally tailored investment strategies
We incorporate a personalized investment strategy by delving into various aspects, such as your existing savings and investments, income objectives and aspirations, essentials of an emergency fund, as well as the items on your personal wish list.
We begin with a comprehensive gathering of your current financial information, including an in-depth look at your payments and assets.
We delve into understanding your unique money personality—uncovering what you believe you want from your financial future. This crucial step allows us to truly personalize our advice, ensuring that our strategies align with your individual aspirations and comfort levels.
Finally, leveraging the insights gained from the first two steps, we develop a tailored financial plan.
Who we serve
Our client base represents a diverse tapestry of individuals from all walks of life.
Divorcees & Widows
We also support those navigating significant life changes, such as divorce or the loss of a spouse, offering guidance during times of transition.
No matter your background or circumstances, McConnell Financial Advisors is here to empower you on your journey toward financial security and prosperity.
Why choose mcconnell financial advisors?
At McConnell Financial Advisors, we stand apart because we genuinely care about you, your life's journey, and the choices that shape your financial future.
Our mission is to create a true partnership with each client, offering a level of personal attention that sets us apart from the impersonal practices of larger firms.
Unlike those large corporations that take your money and fade into the background, our team is dedicated to being there for you, ready to respond with empathy and expertise whenever life's unpredictable moments arise.