McPherson Financial Group

McPherson Financial Group We are an exclusive boutique planning firm that focuses on comprehensive financial planning services Past performance is no guarantee of future results.

Material discussed is meant for general/informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from third party sources believed to be reliable, neither McPherson Financial Group, nor World Equity Group can guarantee its accuracy or completeness. Please note that individual situations can vary therefore, the informa

tion should be relied upon only when coordinated with individual professional advice. Diversification does not ensure against loss. Neither McPherson Financial Group nor World Equity Group, Inc., are affiliated with the US Government or a governmental agency. They do not give tax or legal advice. You are encouraged to consult with your tax advisor, attorney and/or the Social Security Administration. This information/presentation has not been approved, endorsed, or authorized by the Social Security Administration or any other governmental agency. Annuities are generally considered long-term investments. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expenses. A fixed indexed annuity is not a registered security or stock market investment and does not participate directly in any stock or equity investment or index. Annuities are not deposits of or guaranteed by any bank and are not insured by the FDIC or any other agency of the US. All guarantees are solely backed by the financial strength and claims paying ability of the issuing insurance company. Insurance products, including annuities, are offered through McPherson Financial Group, a licensed insurance agent in the state(s) of FL, AK, CA, CO, GA, LA, NC, NY, OH, OR, PA, SC, TN, TX, VA .

06/03/2026

New Podcast Episode 👉 Art McPherson explores long-term thinking, family legacy, and how discipline applies across financial decisions.

Listen to The Art of Money wherever you get your favorite podcasts!

Schedule a consultation, today! Visit us online at www.artofmoneyradio.com

05/28/2026

📊 May 2026 State of the Market Update

A lot has shifted since last month. Energy, AI infrastructure, tariffs, and economic resilience are all in play right now, and each one has something to say about where things are headed.

Art and Christian McPherson break it all down in this month's update.

Watch the full video, then schedule your portfolio review to talk through what it means for your strategy. đź”— https://mcphersonfg.com/

🎙️ Tune in weekly to The Art of Money radio show: https://mcphersonfg.com/radio-the-art-of-money/

Securities brokerage services offered through World Equity Group, Inc. Member FINRA/SIPC and a Registered Investment Advisor. Advisory services offered through Prostatis Financial Advisors, Group. and is neither owned nor controlled by World Equity Group, Inc. Prostatis Financial Advisors, Group and World Equity Group, Inc, are independent companies Investment advisory services offered through Prostatis Group, LLC.

05/27/2026

New Podcast Episode 👉 A charity poker event turns into a mix of sports, stories, and unexpected moments behind the scenes. Art and Julie McPherson share their experience meeting Phillies players and staff, along with interviews and lighthearted reflections from the event.

Listen to The Art of Money wherever you get your favorite podcasts!

Schedule a consultation, today! Visit us online at www.artofmoneyradio.com

05/22/2026

A great movie, an amazing community, and an afternoon spent celebrating the clients who make it all possible. 🍿✨

Thank you to everyone who joined us for our Client Appreciation Movie Day featuring The Devil Wears Prada. We’re grateful for the opportunity to connect outside spend time with such an incredible group of clients, friends, and families.

Events like these are a reminder that financial planning is about more than numbers. It’s about relationships, trust, and building a lasting community together.



Securities brokerage services offered through World Equity Group, Inc. Member FINRA/SIPC and a Registered Investment Advisor. Advisory services offered through Prostatis Financial Advisors, Group. and is neither owned nor controlled by World Equity Group, Inc. Prostatis Financial Advisors, Group and World Equity Group, Inc, are independent companies Investment advisory services offered through Prostatis Group, LLC.

05/21/2026

At McPherson Financial Group, we help clients incorporate advanced strategies that align financial goals with long-term tax efficiency and wealth preservation.

In this Ask The Experts segment, Christian McPherson explains why portfolio location matters more than most investors realize, how tax-aware asset placement can improve net returns, and why it’s not just about what you earn, but what you keep after taxes.

📌 Trusted insight. Strategic guidance. Expert financial management.

👉 Visit mcphersonfg.com or call (321) 253-2016 to speak with a financial expert.



*Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. Advisory services offered through Prostatis Financial Advisors, Group. and is neither owned nor controlled by World Equity Group, Inc. Prostatis Financial Advisors, Group and World Equity Group, Inc, are independent companies Investment advisory services offered through Prostatis Group, LLC.

05/20/2026

New Podcast Episode 👉 Art McPherson highlights common mistakes with 401(k)s, inflation, and budgeting, while reinforcing the importance of planning for both today and tomorrow.

Listen to The Art of Money wherever you get your favorite podcasts!

Schedule a consultation, today! Visit us online at www.artofmoneyradio.com

In a world of constant market noise, having a clear financial strategy makes all the difference. At McPherson Financial ...
05/14/2026

In a world of constant market noise, having a clear financial strategy makes all the difference. At McPherson Financial Group, we work with you to build a personalized plan designed around your goals so you can move forward with confidence, no matter what the markets are doing.

Ready to take the next step? Visit www.mcphersonfg.com to connect with our team.

*Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. Advisory services offered through Prostatis Financial Advisors, Group. and is neither owned nor controlled by World Equity Group, Inc. Prostatis Financial Advisors, Group and World Equity Group, Inc, are independent companies.

Personalized wealth management & retirement planning in Melbourne, FL, serving Brevard County and the Space Coast. We specialize in retirement income strategies, tax minimization, and legacy planning for high-net-worth individuals.

05/13/2026

New Podcast Episode 👉Julie McPherson blends real-life experiences with insights on health, habits, and decision-making. She highlights how personal behaviors can influence long-term outcomes.

Listen to The Art of Money wherever you get your favorite podcasts!

Schedule a consultation, today! Visit us online at www.artofmoneyradio.com

05/07/2026

At McPherson Financial Group, we help clients build retirement strategies that are tailored to their lifestyle, goals, and long-term financial needs.

In this Ask The Experts segment, Christian McPherson explains why there’s no one-size-fits-all number for retirement, how lifestyle and withdrawal rate play a key role, and what really determines how much you may need to retire comfortably.

📌 Trusted insight. Strategic guidance. Expert financial management.

👉 Visit mcphersonfg.com or call (321) 253-2016 to speak with a financial expert.



*Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. Advisory services offered through Prostatis Financial Advisors, Group. and is neither owned nor controlled by World Equity Group, Inc. Prostatis Financial Advisors, Group and World Equity Group, Inc, are independent companies Investment advisory services offered through Prostatis Group, LLC.

05/06/2026

New Podcast Episode 👉 Art McPherson discusses why many retirees appear asset‑rich but feel cash‑constrained, and how health events, market swings, and unexpected expenses can change priorities.

Listen to The Art of Money wherever you get your favorite podcasts!

Schedule a consultation, today! Visit us online at www.artofmoneyradio.com

Address

3159 Alzante Circle, Suite 101
Melbourne, FL
32940

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

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