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WEALTH MANAGEMENT:

MWM ADVISORY GROUP

MWM Advisory Group, LLC is an independent fiduciary firm and a Registered Investment Adviser (RIA) in the state of Indiana. We provide financial advisement and portfolio management to individuals, small businesses, families, trusts, and endowments. We are committed to providing our clients with real transparency and a level of communication they deserve.

From planning your retirement to navigating surprise life events, MWM Advisory Group and Murphy Wealth Management will guide you through your unique financial voyage. We look forward to meeting you either in person or virtually to discuss your situation and develop a customized set of services and a complete plan that makes sense for you and/or your business.  We can also handle all of your Tax & Accounting needs.

WEALTH MANAGEMENT SERVICES

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 and preparation, 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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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.