Reviews for Sean McCarthy, CFP®, ChFC®, RICP®

27 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 26, 2026
Sean has been an outstanding financial advisor to work with. He’s consistently prompt, responsive, and makes the entire process feel straightforward and stress-free. What I appreciate most is how easy he is to communicate with, he explains things clearly, answers questions quickly, and stays on top of everything without needing to be chased down.If you’re looking for someone who is reliable, efficient, and genuinely good at what they do, Sean is a great choice.
Relationship to Financial Advisor: Client as of Apr 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patrick Muteba
Patrick Muteba

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 16, 2026
Sean McCarthy has been my trusted advisor for years and his focus on your personal goals are unmatched.
Relationship to Financial Advisor: Client as of Mar 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kristine Doyle
Kristine Doyle

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 16, 2026
Sean has been a great person to work with in terms of my financial growth. He listens to your needs and is honest with his feedback. I recommend Sean and his team to handle your financial future.
Relationship to Financial Advisor: Client as of Feb 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David Magoc
David Magoc

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 12, 2026
Sean is amazing. Quick to respond to our questions. Very knowledgeable and helping my family have better financial stability !!
Relationship to Financial Advisor: Client as of Feb 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nae Perkins
Nae Perkins

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 12, 2026
We have worked with Sean for a couple of years now. We chose Sean because he was easy to talk to, and we trusted him. He has made me comfortable asking questions and understanding our account.
Relationship to Financial Advisor: Client as of Feb 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Beverly Montano
Beverly Montano

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 12, 2026
Sean has been super helpful in getting us to our financial goals.
Relationship to Financial Advisor: Client as of Feb 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joe Murphy
Joe Murphy

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 12, 2026
We've had a great experience working with Sean at OnePoint the past 5 or so years. He explains everything and makes the more complex topics easier to understand. That alone gives us confidence in our decisions. He continues to keep us informed throughout the year and makes sure we have what we need to stay on track with our financial goals. We so appreciate his knowledge and guidance!!
Relationship to Financial Advisor: Client as of Feb 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Megan Little
Megan Little

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 11, 2026
Sean has been fantastic in explaining everything thoroughly and has always been available to answer questions or conrcerns
Relationship to Financial Advisor: Client as of Feb 11, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kira Piatt
Kira Piatt

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 29, 2026
It has been great working with Sean! There is no pressure just solid advice based on our goals.
Relationship to Financial Advisor: Client as of Jan 29, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Daniele Beauman
Daniele Beauman

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 22, 2026
Sean McCarthy with BFG Wealth Partners has been very helpful in our financial journey, helping us plan for the future and make the right moves to set us up for financial success.
Relationship to Financial Advisor: Client as of Jan 22, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lucas Hadley
Lucas Hadley

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
We have had Sean as our financial advisor for a few years now and he has continued to be as asset in our planning for the future. He has always been there to teach us and guide us towards the best plan for us. We feel like we are on such a better path for our future as well as our kids with all of his help.
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rachel Hoefer
Rachel Hoefer

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 20, 2026
I’ve worked with Sean for several years and truly appreciate all the hard work and guidance he’s provided. He’s clear about what I have and what to expect moving forward, and he’s always quick to respond when I need him. That level of reliability is huge in a financial advisor. He’s made life changes easy and stress-free, giving me the freedom to focus on what I enjoy. Highly recommend.
Relationship to Financial Advisor: Client as of Jan 20, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Spencer Andersen
Spencer Andersen

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 14, 2026
Sean is the best! Personable, responsive, trustworthy, and takes the time to explain everything! Overall 10/10 would recommend to anyone!
Relationship to Financial Advisor: Client as of Jan 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sydney Frazier
Sydney Frazier

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 14, 2026
We have worked with Sean for about two years now! Despite being across the country it has been great working with him virtually! He is informative, unbiased, not pushy, and quick to respond to any needs! He has helped differentiate our money, develop financial goals and even helped with will/trusts. Highly recommend!
Relationship to Financial Advisor: Client as of Jan 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sarah Lepore
Sarah Lepore

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 11, 2026
Sean is a fantastic person and financial advisor! We have loved having him in our corner for our growing family and will continue to do so for many years to come. He is trustworthy, thorough and so kind. Could not recommend him enough!
Relationship to Financial Advisor: Client as of Jan 11, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nicole Johnston
Nicole Johnston

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 11, 2026
When working with financial planners TRUST was on the top of my list. Sean is great to work with, has given us great advice through our retirement transition, and has helped us mark out our path forward into the next phase of our lives. Sean has met, and exceeded, my expectations around TRUST.Dennis Benson
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dennis Benson
Dennis Benson

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 8, 2026
Working with One Point and wealth management advisor Sean McCarthy has been a great privilege as I have begun my financial journey. They have provided me with much needed guidance and assistance in creating a successful financial plan for my future. I have been given direction and clarity through the stress and confusion that come with handling finances. I have been treated with nothing but kindness and a genuine interest in my financial success and have greatly appreciated working with Sean McCarthy and One Point Wealth Partners!
Relationship to Financial Advisor: Client as of Jan 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Alexander Eggers
Alexander Eggers

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 16, 2025
After meeting through linkedin, Sean has been my financial advisor for almost two years and he’s been exceptional. He’s incredibly knowledgeable about the market, diversification strategies, and long-term tax planning. My company compensates heavily through RSUs, and while many financial advisors and even tax professionals struggle with the complexity, Sean has guided me through every step with confidence and clarity. He’s detail-oriented, proactive, and always reaches out when anything changes that could impact my finances—especially in positive ways. Beyond helping diversify my portfolio, he also manages my Roth IRA, Roth 401(k), and HSA. I highly recommend working with Sean and his team, they truly take great care of you.
Relationship to Financial Advisor: Client as of Nov 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Alexia Pena
Alexia Pena

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 23, 2025
Sean is fabulous to work with and is equal parts personable and knowledgable. He has the ability to break down information into more digestible bits for the average person like me who struggles to grasp the nuances of financial advising, all while bringing a friendly and down-to-earth personality to the table. I am undoubtedly in the best hands.
Relationship to Financial Advisor: Client as of Oct 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Maggie Saye
Maggie Saye

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 23, 2025
Sean is the MVP of Wealth Management. Before working with Sean, my retirement planning consisted mostly of hoping I’d find a lucrative antique in my attic. Now, my family and I have concrete retirement goals, solid life insurance in place, and a clear path to saving for my son’s college education. Sean and his team handle the complexity of finance with such a calm, strategic approach that it actually makes money management feel achievable. He’s incredibly knowledgeable, not just about the technical finance stuff, but also about life—from smart investment strategies to the latest NBA scores (seriously, ask him about both). He coaches youth basketball on the side, and he brings that same patient, goal-oriented energy to your portfolio: focused on long-term wins and avoiding unforced errors.If you’re looking for a wealth manager who treats you like a person, not a number, and who delivers results, stop scrolling and just call Sean. Five stars is not enough.
Relationship to Financial Advisor: Client as of Oct 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bobby Alexander
Bobby Alexander

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 22, 2025
   
Relationship to Financial Advisor: Client as of Oct 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joe Saye
Joe Saye

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 22, 2025
Sean is professional, responsive, well informed, and personable. As our financial managers they have worked very well to understand our lifestyle and estate planning needs and have provided well informed strategies to meet our goals. They meet with us quarterly and review our progress together, always taking our needs into consideration if changes are recommended. Our phone calls to them are always answered, or returned in short order. Any need we have is addressed no later than a day or two, and often immediately. They are a valuable partner in our wealth management activities. They also communicate and work very well with our accountant. We highly recommend One point BFG Wealth Partners to be part of your team with regards to financial and estate planning.
Relationship to Financial Advisor: Client as of Oct 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sheryl Morton Saye
Sheryl Morton Saye

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 9, 2025
Sean is great! Very committed to helping us achieve our retirement goals. He is informative, listens to what is important to us, and then creates a plan for us to be successful. Highly recommend.
Relationship to Financial Advisor: Client as of Oct 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dominic Knee
Dominic Knee

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 8, 2025
I rarely write reviews, but Sean deserves one. After some frustrating experiences with my previous financial advisors, who rarely checked in and were hard to reach, Sean has been a game changer. He contacts me monthly, is easy to reach, and genuinely cares about my financial goals. Sean clearly explains the best options for my family's investments, making everything easy to understand. I highly recommend him as a financial advisor.
Relationship to Financial Advisor: Client as of Oct 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mary Sanders
Mary Sanders

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 13, 2025
Sean has helped me over the past few years at Nike navigate our complex benefits and equity compensation package. His expertise in RSUs, ESPP, and long term investment strategy have helped me make confident decisions about my financial future. He offers personalized financial planning and I would highly recommend him to anyone trying to find the most efficient strategies for their investment portfolios and meet their future goals.
Relationship to Financial Advisor: Client as of Sep 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sam Druffel
Sam Druffel

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 11, 2025
Over the past few years, working with Sean McCarthy at OnePoint BFG Wealth Partners has been a consistently positive experience. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®), Sean brings a well-rounded and deeply informed approach to wealth management. Sean has expert knowledge of how to guide Micron Technology employees and consistently acts with integrity, trust and a smile that lights up the room. Thank you, Sean, for helping us plan our life so we can live it to the fullest!
Relationship to Financial Advisor: Client as of Sep 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Al Holbrook
Al Holbrook

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 11, 2025
Sean has been an incredible asset in setting up and managing my retirement investment accounts. He has a wealth of knowledge beyond just investment advice that is unparalleled in the industry. I highly recommend going to Sean for all of your investment and planning needs.
Relationship to Financial Advisor: Client as of Sep 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Colin Honan
Colin Honan