McPherson Financial Partners (MFP) is an independent financial services firm that offers comprehensive planning services. The firm was founded in 2013 as, “McPherson Bradley Wealth Advisors, LLC,” and re-branded in 2015. We are in the DC Metro area, with clients through-out the U.S.
We create financial solutions for businesses, individuals, and professional athletes to maximize their benefits and wealth. Our client-focused approach helps navigate the current and future economic environment. Our firm strives to empower our clients through education and communication. We use our years of financial experience and knowledge to assist our clients. We are your financial partner that is founded on the achievement of your goals.
After years of providing high-touch service to our clients, we noticed changes in the retirement plan industry — where web-based services have increased, face-to-face client interactions have decreased and access to a financial advisor has reduced or eliminated. This inspired us to create a service system that is customized to the client to offer as much client interaction as possible. We focus on delivering personal service to individuals, employers, and employees. We believe you should not have to rely solely on a website. That is why our specialty is group benefits (401k, health insurance, etc…) for businesses and long-term planning for individuals.
OUR MISSION STATEMENT
To provide independent unbiased advice that focuses on the needs of our clients.
We create financial solutions for businesses, individuals, and professional athletes to maximize their benefits and wealth. Our client-focused approach helps navigate the current and future economic environment. Our firm strives to empower our clients through education and communication. We use our years of financial experience and knowledge to assist our clients. We are your financial partner that is founded on the achievement of your goals.
After years of providing high-touch service to our clients, we noticed changes in the retirement plan industry — where web-based services have increased, face-to-face client interactions have decreased and access to a financial advisor has reduced or eliminated. This inspired us to create a service system that is customized to the client to offer as much client interaction as possible. We focus on delivering personal service to individuals, employers, and employees. We believe you should not have to rely solely on a website. That is why our specialty is group benefits (401k, health insurance, etc…) for businesses and long-term planning for individuals.
OUR MISSION STATEMENT
To provide independent unbiased advice that focuses on the needs of our clients.