McPherson Financial Group is an independent financial advisory firm based in Houston, Texas. The firm emphasizes a personalized, team-based approach to help clients manage their financial futures. Their stated mission is to provide clients with the information and guidance needed to make sound financial decisions. Their process involves an initial discovery meeting, in-depth analysis of a client's financial situation, providing tailored recommendations, and then implementing and continuously monitoring the agreed-upon strategy. The firm operates in association with LPL Financial, a registered investment advisor and broker-dealer.

Founded in

United States