The stability, confidence and experience you deserve

The McMurtrey Financial Group provides each client and family fact-based, intelligent guidance tailored to your specific needs and goals. We bring over 30 years of financial and 20 years of non-profit experience to meet all of your investment needs.

  • We help you define your goals.
  • We create custom strategies to help achieve your goals.
  • We stay by your side every step of the way.

We want to know

  • Who you are
  • Where you are, and
  • Where you want to be

Latest Insights

The push and the pull of U.S. earnings

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Interest rate mood swings

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

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The McMurtrey Financial Group difference

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Let's start the conversation

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