MURPHY WEALTH MANAGEMENT GROUP

Overview

Murphy Wealth Management Group is an independent registered investment adviser that focuses on fee-based wealth management and financial planning for individuals, families and small businesses. The firm runs discretionary portfolios and supplements that core work with hourly and fixed-fee planning engagements and client education through seminars and workshops. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, with selective use of third‑party alternative managers for hedge fund and real estate exposure. The adviser is not positioned as a capital allocator; instead it places client assets into outside managers and products rather than running proprietary funds. Murphy Wealth Management Group does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices