Need a Personal CFO?
Dan Murphy, of Murphy Wealth Management Group, is passionate about helping people make smart decisions about their financial lives. For him, it’s personal. As a valued Hudson Valley financial advisor for more than 35 years, Murphy says it all comes down to a simple concept. “It’s not how much money you make; it’s how much you keep.
“It’s Murphy Wealth Management Group’s holistic approach that sets it apart from the crowd. In addition to highly personalized attention, the group offers its clients tax, investment, estate planning, and wealth management services, all under one roof. “It’s really one-stop shopping,” says Murphy. “The easier we can make this process for our clients, the more they can focus on their dreams and plans for the future.
A Prudent Approach
When people think about wealth management, they typically think about money. Murphy Wealth Management Group takes a prudent approach. “We feel that wealth management starts with a deep understanding and caring for our clients on a personal level,” says Murphy. “I want to know what keeps them up at night, what kind of retirement they envision, and what aspect of their financial situation needs to change. My job is to listen and learn. Only then can I get to work planning a strategy and earning their trust. People come first, strategies second.”
Advanced Technology
Murphy and his colleagues use advanced technology to calculate clients’ risk levels and prepare for market volatility. Then they construct a customized wealth plan using highly regarded mutual fund companies, all without any commissions. “As a fiduciary advisory firm, we have always put our clients’ interests ahead of our own,” Murphy confirms. “We focus on planning over products and establishing trust over time. Our number one goal is for people to be in a better position for having met with us.” The firm’s client-first model has served them well as 98 percent of their clients have been with them for many years or even decades. “At the end of the day,” says Murphy, “my job is to be your family’s own personal CFO, helping you build wealth that lasts.”