Broker Check


We are a husband and wife team and a family-strong, community-friendly business. We are proud to be servicing three generations of families (of all definitions) in Northwest Indiana. Like YOU, we do not fit into a small label that identifies all that we are. We ARE NOT your average Wealth Management Office. We ARE providers of unique financial solutions.

Joseph R Murphy, MBA

Senior Portfolio Manager

(219) 510-5069 ext. 1


Joe graduated from the University of Pittsburgh with a Bachelor’s of Arts in 1998 and furthered his education by earning a MBA in 2007. After graduating from Pitt, he immediately embarked on a career in financial services. Rising...

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Amber Murphy, EA, CRPC

Enrolled Agent

(219) 510-5069

Amber was born and raised in Indianapolis, Indiana. She has spent most of her waking life, calculating things. It is her nature to observe and analyze the numbers in…everything. “When I was a child, I would count how many...

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Alexis Gipson

Office Administrator



Alexis is our administrative angel and keeps the office running smoothly. She is highly adept in technology, detail oriented, and excels in communication. Alexis also runs our social media, website, and coordinates all our special...

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