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Faces of the Hudson Valley 2023

The Face of Retirement Planning For Over 35 Years: Murphy Wealth Management Group

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Murphy Wealth Management Group

Pictured from left to right: Jamie Santavy, Tax Preparer/Client Service; Morgan Enkler, Administrative Assistant; Daniel Murphy, CFP®, Founder/President; Connor Briggs, CFP®, Wealth Advisor; Joyce Riebesehl, Office Manager; and Bonnie Moran, Sales Assistant

Daniel Murphy is the founder and president of Murphy Wealth Management Group. Daniel is a Certified Financial Planner™ (CFP) celebrating over 35 years in the industry. At Murphy Wealth, we take a different approach to wealth management. We feel that it all begins with a deep understanding of our clients on a personal level. While creating strategies and recommending investments are part of our overall approach, we start by understanding you on a meaningful level.

We learn about all aspects of your life: family, personal goals, goals for retirement, legacy needs, and tolerance for risk. Only then can we put a plan in place to help you pursue both your short- and long-term goals. As an added benefit, we offer estate planning and tax preparation services as well. People come first…strategies second.

Murphy Wealth Management Group
60 Merritt Blvd, Suite 106 • Fishkill • 845.226.1200 • www.murphywealth.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Murphy Wealth Management Group, Inc., a Registered Investment Advisor. Tax Preparation related services offered through MWMG Tax Services, LLC DBA Murphy Wealth Management Group. MWMG Tax Services, LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax Preparation related services. Murphy Wealth Management Group, Inc. is a separate entity from LPL Financial.

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