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 charitable giving expertise to meet all of your planning needs.

  • We get to know what matters most to you and help you define your goals.
  • We create a custom strategy using your values to achieve your goals.
  • We stay by your side and help you create and sustain an enduring legacy.

We get to know

Who you are, where you are and where you want to be - financially.

A college education is a gift that lasts a lifetime

With the NCAA basketball tournament upon us, you might be thinking about the colleges or universities the students in your life may someday attend. Check out the 2021 Tuition Bracket, which features the projected four-year tuition costs for each team in the tournament. With average tuition costs on the rise, it’s more important than ever to start saving for your education-funding goals.

Contact us today for help investing in your children or grandchildren's education.

Latest Insights

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Driving diversity in the boardroom

As a leader in diversity not only in North America, but globally, RBC is committed to improving diversity and inclusion not only within the company itself, but in all communities where RBC does business.

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What is ESG investing? How to get started.

Demographic shifts and a growing desire to have a positive impact in the community will likely drive a surge in interest for responsible investing.

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Five tips to help women start their own business

Do you dream of owning your own business, but wonder how to get started? Learn how to fine-tune your business plan, secure financing, and ways to build a prosperous future.

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Meet your team

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Learn more about us.

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