A complete list of active advisors currently associated with Murphy & Sylvest

Warmer can help you find a great advisor at Murphy & Sylvest or one who fits your needs even better.

Murphy & Sylvest (a dba of Sylvest Advisors, LLC) provides ongoing portfolio management, financial planning, and project-based consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages roughly $425.7 million for about 427 clients and operates with a seven-advisor team, typically using discretionary authority to implement Investment Policy Statements for each client. The firm follows a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, generally employing a long-term, buy-and-hold approach with periodic rebalancing and use of third‑party managers when appropriate. Cash is treated as an asset class, and the firm documents client goals and risk tolerances in written Investment Policy Statements while custodial services and trading are executed through Schwab Institutional. Distinctive features disclosed in the brochure include that several firm representatives are licensed insurance agents and may offer annuities and other insurance products (with potential commission conflicts fully disclosed and clients not required to implement through the firm). The firm also notes it will occasionally offer complimentary educational seminars and places internal limits on compensation tied to alternative investments, while maintaining limited custody only for fee deduction and following annual audit safeguards.

To learn more about the advisors currently working at Murphy & Sylvest, 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.