Philip Murphy (CFA, CFP®)
Philip Murphy focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Novice Investors
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Novice Investors
Planning Specialties
Everyone deserves a great financial plan and a professional partner who puts their interests first. While there is a broad trend toward low-cost investing, the financial landscape is not always clearcut. Unmitigated conflicts of interest, obfuscation to create appealing “optics”, unnecessary complexity, and high expenses are still often the norm.
IndiePlan™ is here to help cut through the noise, simplify your life, and create a framework of financial strength so you can focus on living a life of joy, meaning, and purpose.
Additional Information
Philip Murphy entered the advisory business after a thirty-year career in financial services. He is the former Head of Index Governance and Chairman of the US Index Committee at S&P Dow Jones Indices, where he oversaw major benchmarks like the S&P 500®. Prior to that, he held a variety of positions - from designing indexes and assisting leading asset management firms to working on a portfolio management team that served institutional clients.NAPFA Start Date
April 09, 2025
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