A complete list of active advisors currently associated with Murphy Wealth Management Group

Warmer can help you find a great advisor at Murphy Wealth Management Group or one who fits your needs even better.

Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high‑net‑worth clients, managing roughly $252 million in client assets across three advisors. Services include ongoing portfolio management through a custodial Strategic Wealth Management account at LPL Financial, plus hourly or fixed‑fee consulting and written financial plans. Portfolios are tailored to each client’s objectives and reviewed on a regular basis, with the firm using a mix of fundamental and technical analysis alongside Modern Portfolio Theory to construct and rebalance allocations. Advisors typically manage accounts on a discretionary basis, permit reasonable client‑imposed restrictions, and deliver periodic reporting and annual reviews. Distinctive aspects disclosed in the brochure include an affiliated tax‑preparation company to which clients are referred (with occasional fee waivers in limited cases), and the firm’s offering of nationally accredited, non‑credit retirement education courses on a pro‑bono basis at college campuses as a prospecting activity. The firm also discloses that its advisors are registered representatives and insurance agents who receive platform support, awards and small equity grants from its custodian, and it describes policies it uses to address the resulting conflicts of interest.

To learn more about the advisors currently working at Murphy Wealth Management Group, 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.