About

Murphy Wealth Management

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TEAM MWM:

NOT YOUR AVERAGE
ADVISOR

Murphy Wealth Management is a community-friendly business proud to be serving three generations of families of all kinds as well as businesses in Northwest Indiana. We surround ourselves with like-minded people—proactive people, like us. We are a family-run, family-strong firm with an outstanding staff.

Like you, we do not fit into a small label that identifies all that we are. We like to think of ourselves as advance problem-solvers who match resources to our clients’ needs. Our process is always different: bridging gaps, fulfilling needs and seeking to protect the things you most care about.

TEAM MWM:

NOT YOUR AVERAGE
ADVISOR

Murphy Wealth Management is a community-friendly business proud to be serving three generations of families of all kinds as well as businesses in Northwest Indiana. We surround ourselves with like-minded people—proactive people, like us. We are a family-run, family-strong firm with an outstanding staff.

Like you, we do not fit into a small label that identifies all that we are. We like to think of ourselves as advance problem-solvers who match resources to our clients’ needs. Our process is always different: bridging gaps, fulfilling needs and seeking to protect the things you most care about.

MEET OUR

TEAM

Joseph R. Murphy, MBA

Senior Portfolio Manager

Aaron Patten

Wealth Adviser/Portfolio Management

Alexis Gipson

Office Administrator | Executive Adviser Assistant | Notary

Marla Thomas

Attorney at Law | Estate Planner

Megan Zettergren

Tax Advisor Assistant | Notary

Emily Birchfield

Data/File Specialist

FIDUCIARY

What Does it Mean?

The term “fiduciary” gets a lot of mileage, but what does it mean? Fiduciary is a higher standard of care, and fiduciaries are legally and ethically required to act in your best interest before their own. Not all financial advisors are fiduciaries.

It’s up to you as a consumer to ask and determine if you want your advisor held to this higher standard. We are not your average tax shop or financial advisor. We are true fiduciary providers of unique financial solutions for individuals, families and small businesses.