Your Financial Partner,

Focused on the Pillars of your Wealth and Financial future.

McPherson Financial Partners (MFP)

McPherson Financial Partners (MFP) is an independent financial services firm. We believe good financial advice should feel like a long-term partnership, not a transaction. Based in Charlotte, NC and serving clients throughout the country. We combine disciplined planning with straightforward communication, so you always know where you are and where you are headed.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Invest with confidence & with a strategy built for you.

At McPherson Financial Partners (MFP), we combine strategic planning with professionally managed investing, which can help you grow and protect your wealth through every market cycle. Let’s design an investment strategy aligned with your goals, your timeline, and your desired level of risk.

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Our Planning Pyramid

Start Building a Clear, Confident Financial Future

Your financial life deserves a plan—not guesswork. Whether you’re preparing for retirement, evaluating investments, or navigating major life decisions, we’re here to guide you with clarity and expertise.

Let’s create a financial plan built around your goals, your values, and your future.

Schedule Your Financial Planning Consultation

Who We Serve

MFP, Your Financial Partner, for all your Financial Stages

Early Career Professional

Building their wealth and financial future. Typically: Career Changers or Individuals in their 20s -40s.

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Mid and Peak Career

Professionals juggling career growth, family responsibilities, and/or competing financial priorities. Building their wealth and financial future. Typically: Professionals in their 30s -50s.

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Pre-Retirees

Professionals within 5 – 7 years of retirement. Ensuring their wealth is financially ready for income distribution. Typically: Professionals in their 50s – 60s.

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Retirees

Professionals retiring or already retired. Managing income, preserving wealth, and planning their legacy. Typically: Professionals in their 50s – 70s+.

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Let Us (MFP) Guide you Thru Every Turn

Start Your Retirement Journey

Key MFP Pillars

What will the MFP team do for me?

Review our list of services...

Is my Financial Planning organized to achieve my Goals?

Have you focused on tax planning or your estate planning...

How will you receive your income now/when you(r) retire(d)?

Income planning strategies to meet your needs...

Entrepreneurs and professionals may need more than retirement strategies. I can help you:

Specialized financial guidance for your goals.
Help your family and finances at every stage of life.
Get guidance if you see change ahead.
It’s never too early to start thinking about your future.

Strengthen the Your Business with Planning

Business planning is too important to leave to chance. Whether you're launching, growing, or preparing to transition out of your business, we’re here to guide you at every step.

Let’s build a comprehensive plan that supports your business today—and protects your legacy tomorrow.

Let’s Get Started

MFP Published Works

Gary L. McPherson II is a co-author of “Remarkable Retirement, Volume 2,” p117-132. Amazon, June 2018.

“It’s Not Your Parents Retirement,” Featured Interviewee, Impact Maker’s Radio with Stewart Alexander, May 2018.

Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if I’m a good match for you.

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