Ethics

McPherson Financial Advisors, Inc. is a financial planning firm located in Park Slope, Brooklyn. We provide comprehensive financial planning services on a fee-only basis. We do not receive compensation from third parties such as mutual fund or insurance companies, and do not sell any financial products. Our fees are fully disclosed in an engagement letter, which all clients must agree to before services begin.

We earn your trust by plain dealing and no hidden fees. The firm adheres to the Code of Ethics as outlined by the CFP Board. The seven principles of the Code are:

  • Integrity
  • Objectivity
  • Competence
  • Fairness
  • Confidentiality
  • Professionalism
  • Diligence


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