A complete list of active advisors currently associated with McPherson Financial Advisors, Inc.

Warmer can help you find a great advisor at McPherson Financial Advisors, Inc. or one who fits your needs even better.

McPherson Financial Advisors, Inc. provides financial planning and discretionary investment management to individuals, families, trusts, estates, and small businesses, and also advises pension and profit‑sharing plans. The firm delivers comprehensive planning—cash flow, tax, insurance, retirement, education and estate planning—and operates on a fee‑only basis without accepting commissions. The firm’s investment approach centers on a core‑and‑satellite allocation that emphasizes low‑cost passive index funds and ETFs as the core, supplemented by active funds or individual securities where appropriate, with global diversification and periodic rebalancing. Accounts are generally managed on a discretionary basis, clients receive written net‑worth evaluations and periodic reviews, and the principal is a CFP® professional. What is distinctive about McPherson is its offering of pension consulting to plan sponsors and fiduciaries, including participant education, investment policy development, asset‑allocation advice, vendor searches and ongoing monitoring under ERISA frameworks—services that are uncommon among independent advisors of this size. The firm also maintains a documented business continuity plan and a business continuation agreement with another advisory firm to address loss of key personnel, and provides limited ancillary small‑business management services in addition to its advisory practice.

To learn more about the advisors currently working at McPherson Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.