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.