[ad_1]
phoenix, January 31, 2023 /PRNewswire/ — Mission Wealth LP today announced that it has merged with a company founded by Murphy Capital Advisors. Matt Murphy, CFP®.Head office location Goodyear, Arizona Above $110 million In assets under management, Murphy Capital Advisors serves clients. ArizonaIn addition to selecting clients with Illinois. Matt Murphy The partnership will enhance Mission Wealth’s existing client service experience. Arizona And it will enable Mission Wealth to better serve the needs of future customers in this growing region.
president Danell Stuart announced, “I am proud to welcome Matt Murphy Murphy Capital Advisors of Mission Wealth. Matt represents the highest ethical standards in the industry and has consistently led by example with a customer-first and trustworthy approach. His numerous leadership roles on the CFP Board and the National Association of Personal Financial Advisers (NAPFA) are examples of his commitment to the financial planning profession. Since 2004, Matt’s methodical and holistic approach to clients has contributed to his great success. Matt believes Mission Wealth is a great fit for the way he has been serving clients for over 20 years. I am looking forward to the future with Matt as part of the team. ”
Matt MurphyCFP® started his career auditing the commodity futures industry before moving into portfolio management support for a large municipal bond asset management firm in the United States. ChicagoMatt earned his CFP® designation in 2003 and has spent more than 18 years running a specialty registered investment advisory firm focused on comprehensive financial planning. Matt works directly with clients to help them make informed choices and guide them in making the most important financial decisions of their lives.
“I am thrilled to bring my personal practice to a company with such an impressive leadership team, quality support infrastructure, technology stack, and client-first philosophy. The merger with .Mission Wealth is our fiduciary, acting to support our clients and continue to grow.We are very pleased to have found Mission Wealth as a partner.We wish our continued success. looking forward to it.” Matt Murphy Added.
Throughout his career, Matt has continually given back and is a true ambassador for the financial planning professionals he loves. Matt served on the Disciplinary and Ethics Committee (DEC) of the CFP Board of Directors from 2010 until he was in 2014. He was appointed chairman of his DEC in 2014. Matt also served as Commissioner of the CFP Board’s Ad Hoc Committee on Standards from 2015 until 2018, when he helped revise and update the CFP Board’s Code of Ethics and Professional Conduct Standards. In this role, Matt was instrumental in codifying fiduciary requirements for all his CFP® professionals. The CFP Board has asked Matt to return to DEC from 2020 until 2022 and to provide special advice and advice to the recently expanded He DEC. He is also a former Director of the Phoenix He Chapter of the Financial Planning Association and has served on numerous committees within NAPFA. As a pro bono financial advisor for veterans with disabilities, he has repeatedly supported the Holmes for Heroes charity program.Also supports mats Ryan House (phoenix) and Make-A-Wish® Arizona.
“It’s a privilege to be able to share Matt Murphy with Murphy Capital Advisors has joined the Mission Wealth team as both an advisor and a partner. Last year I had the opportunity to get to know Matt. We are confident that he will be a great fit for our team and culture. He has a clear commitment to serving our clients and being an industry leader. After visiting his office Arizona and meet his family Matt Murphy It firmly represents the values and compassionate approach that underpin Mission Wealth. A partnership that thrives together, phoenix region. ” Said Seth Streeter, Founder and Chief Impact Officer.
About Mission Wealth
Founded in 2000, Mission Wealth is a nationally recognized RIA that $5.3 billion Client’s assets under management after the merger. Mission Wealth is known for its service model driven by a world-class technology stack that delivers financial planning, investment advisory, tax strategy, wealth planning coordination, philanthropic advice, and wealth protection solutions tailored to each client’s needs. I’m here. For more information on Mission Wealth partnership opportunities, please visit: Missionwealth.com/opportunity.
website | | LinkedIn | | Instagram | | Youtube
00488538 01/23
contact:
Michelle Winkles
(805) 729-2917
[email protected]
Source Mission Wealth Management, LP
[ad_2]
Source link
