Caring relationships Expert guidance
McPherson Financial
Greg M. McPherson
Wealth Management Advisor|CLU®, ChFC®, CAP®, RICP®, WMCP®
We help clients gain confidence and optimism around their finances
Get to know the McPherson Financial Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
About Greg McPherson
Greg McPherson is a Wealth Management Advisor who offers holistic financial planning services to his clients. He started at Northwestern Mutual in 2000 after graduating from Penn State University. Over the past two decades plus, Greg has been working hard to gain more skills and expertise in the field. This is evident in his achievement of the WMCP®, CLU®, ChFC®, CASL®, RICP® and CAP® designations.
His hard work ethic and passion for helping people are what drives his ability to help his clients achieve their financial goals. Having a family of his own allows Greg to relate to the need for excellent financial and insurance planning that his clients have.
Greg lives in Philadelphia with his wife and 3 children. He is a lover of the outdoors and enjoys spending his free time boating, golfing and skiing with his family.
Enriching Lives, Impacting Communities, Building Legacies.
We do this through planning, not by selling products. A Financial Plan is not an investment statement. It is a plan of how you want to live your life. We ask questions to really see what is important to our clients and create plans to make sure assets have different risks and different taxes. We help clients build assets, but more importantly help them create a distribution plans for those assets.
Designations and Certifications
Greg holds the following credentials from The American College of Financial Services:
- Wealth Management Certified Professiona® (WMCP®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Chartered Advance for Senior Living® (CASL®)
- Chartered Advisor in Philanthropy® (CAP®)
- Retirement Income Certified Professional® (RICP®)
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
Here are our areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
