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DANIEL J. MURPHY, CFP®

Daniel Murphy is the founder and president of Murphy Wealth Management Group. For over thirty years Dan has been helping his clients pursue their dreams for retirement. Dan’s hands-on and highly personalized approach provides his clients with the confidence and comfort they need to face any challenges the future may hold while keeping them on course for prosperity. Dan’s goal is to create the best possible client experience—one that builds a lifelong relationship.

Dan’s Story

My parents had a big impact on the way I look at finances and investing because they never worked with a financial advisor. As a result, I saw firsthand what can happen when someone is not financially prepared for retirement. That experience has made me determined to prevent others from making the same mistakes—it’s the reason I come to work every day.

I entered the financial planning business in February 1987, barely six months out of college. Eight months later in October, the stock market plummeted 22.5 percent in one day. When half of my twelve clients decided to leave, I had serious doubts about continuing in the business. If not for the encouragement and support of my girlfriend, now my wife, I surely would have left.

Today, I have enjoyed thirty years in this great industry, and I am so happy I stuck with it. That drop in the market in 1987 taught me some incredibly valuable lessons—the most important is this:

It’s not how much money you make . . . it’s how much you keep!

That concept has stuck with me every day as I strive to help hundreds of people fulfill their dreams for retirement, fund their kids’ education, pay off debts, and pass assets to family members without delay or substantial court and attorney fees.

The Making of a Financial Planner – My Story

Credentials

Dan is a veteran in the financial services industry with three decades of experience in the field. He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the State University of New York at Fredonia. His credentials also include the Series 24* General Securities Principal Registration; the Series 63* State Securities Registration; and the Life, Health, and Disability Insurance licenses.

Dan is affiliated with one of America’s largest independent financial service companies: LPL Financial. At Murphy Wealth, he is committed to independence and objectivity. Because the company has no proprietary products, he avoids any conflict of interest concerns and always puts his clients first. Dan is committed to maintaining the highest standards for professionalism, ethics, and integrity.

Philosophy

Dan stresses preservation of capital and long-term growth for retention of his clients’ assets. He has decades of experience working with retirees and with individuals considering retirement. Murphy Wealth’s corporate principals place the highest priority on preserving clients’ wealth.

Through a complete analysis of his clients’ goals and attitudes toward financial situations, Dan demonstrates a seasoned understanding of the needs of his clients. He helps them develop strategies to work toward their objectives. On an ongoing basis, Dan reviews his clients’ progress and helps them stay on course.

We help people retire and live the lifestyle they want. We work hard to provide unparalleled service to our clients by working long hours and providing solutions to any and all their needs. We are interested in long-term relationships that are mutually beneficial and built on the highest levels of integrity, trust, and service.

Although Murphy Wealth calls Fishkill, New York, in the heart Hudson Valley its home, Dan is registered to conduct securities business with residents of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Missouri, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Tennessee, South Carolina, Texas, Utah, and Virginia.

*Securities Registrations held with LPL Financial