McPherson Financial Group

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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 information 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 .

10/13/2026

๐Ÿ“Š September 2026 State of the Market Update

Higher interest rates, persistent inflation, and a stock market that's showing mixed signals. September brought several developments that could influence how investors approach their portfolios heading into the final quarter of the year.

Watch the full video, then schedule your portfolio review.
๐Ÿ”— https://mcphersonfg.com/

๐ŸŽ™๏ธ Tune in weekly to The Art of Money radio show: https://mcphersonfg.com/radio-the-art-of-money/

Securities offered through World Equity Group, Inc., member FINRA and SIPC. Investment advisory services offered through Prostatis Group, LLC dba McPherson Financial Group, a Registered Investment Adviser. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC. Insurance products are not securities or investment advisory services. Investing involves risk, including the potential loss of principal.

09/30/2026

New Podcast Episode ๐Ÿ‘‰ Art and Julie McPherson pull back the curtain on family life, healthy habits, and balancing work with personal priorities.

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

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

09/29/2026

The government is providing a one-time $1,000 contribution to new accounts for children who qualify. Art McPherson covers who meets the requirements in this weekโ€™s Ask The Advisors.

๐Ÿ“Œ Trusted insight. Strategic guidance. Personalized financial guidance.

๐Ÿ‘‰ Visit mcphersonfg.com or call (321) 253-2016 to speak with a Financial Advisor.

*Securities offered through World Equity Group, Inc., member FINRA and SIPC. Investment advisory services offered through Prostatis Group, LLC dba McPherson Financial Group, a Registered Investment Adviser. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC. Insurance products are not securities or investment advisory services. Investing involves risk, including the potential loss of principal.

09/23/2026

New Podcast Episode ๐Ÿ‘‰ Art McPherson examines market forecasts, interest rates, housing equity, and why preparation matters more than prediction.

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

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

09/22/2026

At McPherson Financial Group, we help clients stay informed about new financial tools and how they may fit into a broader financial strategy.

In this Ask The Advisors segment, Christian McPherson walks through how to open a new account for a child or grandchild, why advisors cannot set one up on your behalf, and what to do once the account is established.

๐Ÿ“Œ Trusted insight. Strategic guidance. Personalized financial planning.

๐Ÿ‘‰ Visit mcphersonfg.com or call (321) 253-2016 to speak with a Financial Advisor.

*Securities offered through World Equity Group, Inc., member FINRA and SIPC. Investment advisory services offered through Prostatis Group, LLC dba McPherson Financial Group, a Registered Investment Adviser. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC. Insurance products are not securities or investment advisory services. Investing involves risk, including the potential loss of principal.

Knowing where your money is going is the foundation of a good financial plan, and it takes more than a budget to get the...
09/21/2026

Knowing where your money is going is the foundation of a good financial plan, and it takes more than a budget to get there.

At McPherson Financial Group, we work with you to build a wealth management and tax strategy designed around your specific goals and long-term financial objectives.

Visit mcphersonfg.com or call (321) 253-2016 to connect with the team.

Securities offered through World Equity Group, Inc., member FINRA and SIPC. Investment advisory services offered through Prostatis Group, LLC dba McPherson Financial Group, a Registered Investment Adviser. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC. Insurance products are not securities or investment advisory services. Investing involves risk, including the potential loss of principal.

09/16/2026

New Podcast Episode ๐Ÿ‘‰ Art McPherson and Coach Julie mix football, family, travel, home projects, and business lessons in a lively conversation about knowing when expectations are no longer being met.

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

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

09/14/2026

๐Ÿ“Š August 2026 State of the Market Update

AI, energy costs, election uncertainty, and a market that's getting a lot more selective about where it puts its money. August had a lot moving at once, and some of it could affect how your portfolio is positioned heading into the fall.

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

Watch the full video, then schedule your portfolio review. ๐Ÿ”— https://mcphersonfg.com/

๐ŸŽ™๏ธ Tune in weekly to The Art of Money radio show: https://mcphersonfg.com/radio-the-art-of-money/

Securities offered through World Equity Group, Inc., member FINRA and SIPC. Investment advisory services offered through Prostatis Group, LLC dba McPherson Financial Group, a Registered Investment Adviser. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC. Insurance products are not securities or investment advisory services. Investing involves risk, including the potential loss of principal.

09/10/2026

New Podcast Episode ๐Ÿ‘‰ Christian McPherson discusses why more retirees are exploring annuities, how guaranteed income fits into a broader financial strategy, and the importance of understanding both benefits and tradeoffs.

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

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

In memory of the one and only Dolly Parton. ๐ŸคArt McPherson had the incredible opportunity to sit down with Dolly and hea...
09/04/2026

In memory of the one and only Dolly Parton. ๐Ÿค

Art McPherson had the incredible opportunity to sit down with Dolly and hear her perspective on life, purpose, success, and the legacy we leave behind.

Today, her words carry even more meaning.

Weโ€™re honored to look back on this special conversation and celebrate a woman whose impact reached far beyond music and will continue to inspire generations to come.

Rest in peace, Dolly. Your legacy will live on. ๐Ÿค

๐ŸŽง Listen to Artโ€™s conversation with Dolly Parton:
https://omny.fm/shows/the-art-of-money-with-art-mcpherson/dolly-parton-s-surprising-lessons-on-legacy-and-purpose

*These celebrities are not clients of Prostatis Group LLC dba McPherson Financial Group LLC and may be compensated indirectly through fundraising/charitable events for sharing their opinion with our firm. Any compensation creates a conflict of interest and McPherson Financial Groups comments may not be representative of any other personโ€™s experience with the firm. Discussions with these celebrities are not meant to be an endorsement of our Firm or working with our Firm representatives.

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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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