Ethics

Ethics

McPherson Financial Advisors, Inc. provides 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 principles of the Code are:

• Act with honesty, integrity, competence, and diligence

• Act in the client's best interests

• Exercise due care

• Avoid or disclose and manage conflicts of interest

• Maintain the confidentiality and protect the privacy of client information

• Act in a manner that reflects positively on the financial planning profession and CFP® certification