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

The Fed adjusts its focus, but the rate outlook remains blurry

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

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College funding: It’s a family affair

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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The McMurtrey Financial Group difference

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