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

Looking back, looking ahead – with guarded optimism

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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How an ESG integrated portfolio can own oil, alcohol and tobacco

Can you own oil, alcohol, and tobacco in an ESG integrated portfolio? Yes. With ESG integration, there are no exclusions or screens.

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The McMurtrey Financial Group difference

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