ABOUT

At Murphy Wealth, we have over fifty years of combined experience exceeding our clients’ expectations. We invest the time necessary to fully understand your financial goals before we begin discussing any type of planning. Only after we have a deep understanding of what is important to you and your family do we customize a wealth plan to help you pursue and strive to reach your desired outcome. Our dedicated staff will walk you step-by-step through the entire process. We make sure from the start that the transition to our firm is seamless and that you’re 100 percent comfortable with every aspect of our relationship. We work hard to ensure that the results you achieve are in line with your expectations and risk temperament.

You will not find a more dedicated staff in the Hudson Valley. Our prompt response to any kind of inquiry or potential concern is unparalleled. We’re proud of our high client retention rate and that many of our highest-tenured clients have been with us for more than twenty years. We accomplish this by exceeding the expectations that we establish during our initial meeting.

We communicate regularly to keep you abreast of current economic conditions and any changes in policies that may affect your wealth plan. Every decision we make is designed to help you pursue your financial and/or investment goals. And lastly, most importantly, our firm is a fiduciary, which means that your needs are always placed before our own. That includes our compensation, which is based on performance rather than commissions. Our goals are always aligned with your goals.

Our Team

Daniel J. Murphy, CFP®

Financial Consultant


Joyce Riebesehl

Office Manager


Bonnie J. Moran

Sales Assistant


Mark Manning

Financial Advisor


Thomas J. Aguis

Associate Wealth Advisor