At Murphy Wealth Management/MWM Advisory Group, we take a holistic approach to taxes and investing. You are so much more than just your money. Your “Wealth-Health” extends into all facets of your life. It defines your ability to negotiate life’s transitions and to protect what matters most. This is why we consider ourselves more than just “financial advisors”. We combine the analytics of a tax code expert with the savvy of a seasoned investment adviser, and the experience of a licensed attorney to provide unique and personalized tax and financial solutions. As fiduciaries, we place your interests above our own to ensure you are receiving exactly what YOU need...not us. When you are ready to learn more, give us a call or send us an email and we can schedule an initial meeting at our office or a consultation by video/phone. Thank you for supporting local businesses.
We are process-driven, not product-driven. We craft individualized strategies for each and every one of our clients.
We have decades of experience in the financial services industry and have a team of support backing us.
Our approach identifies a check-up "Health Plan" for your financial situation. This includes (but not limited to) areas such as cash flow analysis, retirement planning, risk mitigation/insurance, investment management, taxation and estate planning.
As an independent private firm, we continuously strive to align ourselves with top-rated industry leaders who embrace our values and place our clients first.
Steps to consider to improve your Individual Life Plan
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Managing your money involves more than simply making and following a budget.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."