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, holistic 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 financial concerns.  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.