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Daniel M

CFP®, Series 63

Fishkill, NY

Murphy Wealth Management Group

Daniel Murphy is a CFP® professional with 39 years of industry experience. He has been with Murphy Wealth Management Group since 2015 and has worked at LPL Financial, LLC since 1991. Murphy is also a notary public. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $252 million in client assets and employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor and regularly review portfolios.

General retirement planning Medicare planning General tax planning Wealth management Real estate investing Founder/Business Owner
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Matthew B

Series 65, Series 63

Fishkill, NY

Murphy Wealth Management Group

Matthew Brady is a financial advisor with Murphy Wealth Management Group in Fishkill, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Girard Advisory Services, The Vanguard Group, and Merrill. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $252 million in assets across three advisors. The firm employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor and regularly review client portfolios.

General retirement planning Medicare planning General tax planning Wealth management Real estate investing Founder/Business Owner
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Connor B

CFP®, Series 63, Series 65

Fishkill, NY

Murphy Wealth Management Group

Connor Briggs is a CFP® professional with nine years of experience in financial advising. He is currently with Murphy Wealth Management Group and has previous experience at LPL Financial, Equitable Advisors, and AXA Advisors. Outside of his advisory role, he worked with the Town of Wallkill Boys and Girls Club for one year. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios, managing approximately $252 million in client assets.

General retirement planning Medicare planning General tax planning Wealth management Real estate investing Founder/Business Owner
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