Strategic Wealth Concepts - Idaho Falls, ID

Call Us: 208-528-7922



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situations.


Daniel McPherson

Certified Financial Planner | Board Certified Estate Planner


Dan’s passion is helping families and individuals reach their personal goals and manage their financial wealth. While growing up in a small farming and mining community in Southern Utah,  he learned the value of hard work.

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Lou Ann is our Client Relationship Manager. She has an extensive background in retail management and has a true passion for people and an exceptional understanding of the importance of providing outstanding service for our clients.

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