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.

Matthew Brady is a financial advisor with Murphy Wealth Management Group in Fishkill, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Girard Advisory Services, The Vanguard Group, and Merrill Lynch. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients, managing approximately $252 million in assets across three advisors. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory to tailor portfolios and conducts regular reviews, offering ongoing portfolio management as well as consulting and written financial plans.

Connor Briggs is a CFP® professional with eight years of industry experience, currently serving as an advisor at Murphy Wealth Management Group in Fishkill, NY. He has worked at LPL Financial, LLC, and previously held positions at Equitable Advisors and AXA Advisors LLC. 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 portfolios to client objectives.