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Sarge McPherson
(October 9, 2006-April 27, 2020)

Sarge was known as the office mascot of McPherson Financial Group and was loved by many clients. He was often referred to as a “bear rug” because he wouldn’t get up when people walked by and preferred you walk over him. He also looked like a polar bear when he walked. He will be greatly missed.


I’m in the midst
of my career

and looking for investment guidance.

I’m nearing retirement

and need to plan for the next
stage of my life.

I’m in retirement

and want to get the most value
out of my investments.

As our practice has grown and evolved over the last 40+ years, we continuously strive to improve our service and guidance to our clients.

You may have seen in the news over the last few years the ongoing battle that the financial industry is having over an advisor’s duty to their client. While some of the large firms and “big-box” financial institutions focus solely on an advisor’s duty to a client based on a suitability standard, our process encompasses a holistic approach during the financial planning process to put your, the client’s, needs ahead of our own.


We are an exclusive boutique planning firm that focuses on comprehensive financial planning services and retirement income planning. With our process, we take the necessary time to understand your individual financial needs and design programs to meet those needs. Our advisors have a fiduciary relationship with our clients and look out for their best interests.


As you start your relationship with our firm, we want to welcome you to the new standard in client experience in the financial services industry.

Our commitment to you as we begin this process: 

  • A live person will answer the phone ready and eager to assist you.
  • Our goals are to always say “Please” and “Thank you,” to finish what we start, to be prompt and on time, and to do what we say we are going to do. We have found that the simple things can be some of the most important when it comes to meeting our clients’ expectations.
  • We look forward to sharing with you our access to many thought leaders and innovative solutions in the financial services industry space.


We thank you for your time, and we look forward to showing you the new standard in financial services.