McConnell Financial Advisors

EST. AUM
$117,898,000

CONTACTS
2

CLIENT ACCOUNTS
141

Firm Details

Metro area Boise
CRD Number 173909
Website reneemcconnell.com
Client types

Overview

McConnell Financial Advisors is a boutique financial planning firm based in Boise, Idaho, that offers comprehensive financial planning and management services tailored to individual client needs. The firm provides holistic financial planning, wealth management, retirement planning, divorce guidance, and personalized investment strategies designed to reflect clients’ life goals and aspirations. It emphasizes guiding clients through life planning and helping them develop financial confidence, independence, and strategies that support both short- and long-term objectives. The firm seeks to nurture client relationships and support diverse individuals, including those historically excluded from financial services, by aligning financial plans with personal values and life aspirations. McConnell Financial Advisors operates as a fee-based registered investment advisor and employs an individualized “Life By Design” planning process to clarify clients’ financial vision and create tailored long-term plans.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

McConnell Financial Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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