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

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Retirement income planning should include tax-diversification strategies

Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.

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The McMurtrey Financial Group difference

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