Welcome to McPherson Financial Advisors, Inc.

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

    • Retirement Planning

    • Investment Planning

    • Income Tax Planning

    • Insurance Planning

    • Elder Planning

    • Estate Planning

Our firm serves clients who are living in retirement and pre-retirees within five years of retirement. 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 thirty-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.