Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
James M
Series 63, Series 65
Westbrook, ME
J. Murphy Asset And Tax Management
James Murphy is a financial advisor with J. Murphy Asset and Tax Management, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, and has operated his own tax preparation and accounting practice since 1988. In addition to his advisory role, he manages a tax preparation and planning business. J. Murphy Asset and Tax Management provides fee-based investment management, financial planning, and consulting services to individual and high-net-worth clients, as well as business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios, offers discretionary portfolio management, and sponsors a wrap fee program, while also maintaining an affiliated tax preparation practice.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters