Mcpherson Financial Advisors, Inc.

Overview

Mcpherson Financial Advisors, Inc. is a small, independent registered investment adviser serving individual and family clients. The firm operates under an individual-owner model and focuses on fee-based relationships, charging a mix of percentage-of-AUM, hourly and fixed fees depending on the engagement. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not position itself as an ESG-focused manager and appears to run most client relationships on a discretionary basis. Investment activity at Mcpherson Financial Advisors favors publicly available collective vehicles — primarily mutual funds and other public funds — supplemented by select alternative exposures and income-oriented instruments. The adviser does not present as a multi-manager capital allocator; instead it blends third-party funds with conventional mutual funds and annuities to construct client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices