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Natina Carlton

Financial Planner | CCO (Chief Compliance Officer)

Natina Carlton is our financial planner and chief compliance officer. She has 14 years of experience in the financial services industry and has worked in various roles with increasing responsibility at other firms, including office manager, licensed assistant and investment advisor representative.

Natina holds her Series 6, 63 and 65 securities registrations, as well as her life and health licenses in Indiana, Illinois, and Michigan. As she puts it, “I love working with people and being able to help them to and through retirement. My goal at Murphy Wealth Management is to make sure clients are well taken care of, and my life mission as a financial planner is to help as many people as I possibly can.”

Born and raised in Cedar Lake, Indiana, Natina studied Business at Valparaiso University. She and her husband live in Valparaiso, and they have five children and two grandchildren. In her free time, Natina enjoys singing, hiking, skiing, swimming and being with her family.

Contact Information
(219) 510-5069
Fax: 844-410-9363

Portfolio Management / Investing

Fee-based, no commission portfolio and investment management services.

Retirement Plans for Business

Setup and management of 401(k) and similar retirement plans based on your firm’s structure.

Small Business Advisement

Tax planning, advisory services and more for your business.

Retirement Planning

Helping create lifetime retirement income that will last from accumulated assets.

Wealth Transfer

Insurance policies offset financial risk and offer multiple benefits and options.

Estate Planning

Our licensed attorney will formally draft your written plan for wealth transfer.

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Contact Us

Please call, email or text us to schedule an appointment. Text is available only to schedule an appointment.

ph: (219) 510-5069
text: (219) 242-4073
fax: (844) 410-9363


We Welcome New Clients

MWM Murphy Wealth Management

We are open Monday through Friday from 9:00 AM – 5:00 PM by appointment only, and we are following all CDC protocols for COVID-19 at this time.