A complete list of active advisors currently associated with J. Murphy Asset And Tax Management

Warmer can help you find a great advisor at J. Murphy Asset And Tax Management or one who fits your needs even better.

The firm provides fee‑based investment management, financial planning, and financial consulting to individual and high‑net‑worth clients and business entities, including reviews of outside accounts and management of held‑away defined‑contribution participant accounts through a third‑party platform. It delivers discretionary portfolio management, may recommend third‑party managers, and operates a wrap fee program for some clients. The investment process draws on fundamental, technical, and cyclical analysis to construct portfolios, with quarterly monitoring, at‑least‑annual reviews, and rebalancing as warranted; trades are executed on a discretionary basis and block trading is used when practical. When engaging third‑party managers the firm serves as liaison, monitors performance and alignment with client objectives, and documents client consent and ongoing oversight of those arrangements. What is noteworthy is that the firm both sponsors a wrap fee program and maintains an affiliated tax preparation practice run by the firm’s principal (approximately 5% of that person’s time), features the brochure highlights as potential conflicts of interest that are uncommon among peers. The brochure discloses solicitor fees from third‑party managers and describes client disclosures and procedures the firm uses to mitigate these conflicts.

To learn more about the advisors currently working at J. Murphy Asset And Tax Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.