Dan McPherson

Dan McPherson: Trusted Financial Advisor

Dan McPherson’s journey into financial services began in a small Southern Utah community. Growing up among hardworking individuals who struggled financially, Dan saw financial uncertainty firsthand, inspiring him to guide others toward financial success.

19 Years of Financial Planning

For over 19 years, Dan has helped people achieve their financial goals. His approach emphasizes personal relationships, setting Strategic Wealth Concepts apart. Dan hires team members who share his values, focusing on client-centered service.

Financial Planning Expertise

Dan holds a bachelor’s degree in finance from Southern Utah University and professional designations including Certified Financial Planner™ (CFP®), Accredited Wealth Management Advisor™ (AWMA™), Chartered Financial Consultant® (ChFC®), Board-Certified Estate Planner (BCEP), and Chartered Life Underwriter® (CLU®). He stays current to provide clients with the best advice.

Building Client Relationships

Dan works with clients committed to improving their financial positions, valuing integrity and openness. Recognizing that "one size fits all" doesn’t work, Dan tailors his approach, making clients feel valued and respected.

Tailored Financial Planning

Strategic Wealth Concepts uses a personalized process to help clients achieve their goals. Dan starts by understanding each client’s objectives and crafting tailored solutions. He remains involved year after year, helping clients adjust plans as circumstances change. Educational resources empower clients to make informed financial decisions.

Community Involvement

Dan is active in his community, participating in local clubs, his church, and supporting charities like The Nest and Idaho Food Pantry. He also coaches young men in principle-based leadership, reflecting his belief in personal growth.

Dan’s Background

Dan lives on a small hobby farm, balancing manual labor with financial advising. An avid traveler, he has visited over 60 countries and enjoys new cultures. Dan loves the outdoors, engaging in backcountry motorcycling, climbing, and shooting competitions.

Values Guiding Success

Dan’s personal values shape his work. He believes strong client relationships are key to financial planning. His commitment to clients, learning, and community involvement build his reputation as a trusted advisor. As Dan says, “Be kind, everyone is fighting a hard battle,” guiding his approach to life and work.