Welcome to McPherson Financial Advisors, Inc.

Brooklyn based  Financial Advisor, who is a CERTIFIED FINANCIAL PLANNER™ ,      will help you with all of your financial planning needs.

We are a fee-only financial advisory firm that offers comprehensive financial planning services including:

  • Investment Planning
  • Retirement Planning
  • Portfolio Analysis
  • Income Tax Planning
  • Insurance Planning
  • College Funding 
  • Elder Planning
  • Estate Planning

We offer a free consultation to address your concerns in any of these areas. Please contact us to schedule an appointment. We serve clients in the New York City metropolitan area.

Sam McPherson, President/CEO, is a CERTIFIED FINANCIAL PLANNER™ professional. He has over twenty-five years' experience in the financial industry, and is a Columbia University graduate. He is known for his attention to detail and his common sense.

We are bound by a fiduciary duty to put your interests ahead of our own. We will only recommend financial products and services that suit your individual needs.

phone: 347-788-1748  •  fax: 917-210-3179 •

Certified Financial Planner   Fee Only   NAPFA  Financial Planning Association