James D. Murphy, CLU, ChFC

Jim is the Founder and President of Murphy Wealth Management. He studied Finance and played football at Wilkes University. He began his career in financial services in 1996 and brings 29 years of experience to the financial industry.

Throughout his career, Jim has hired, trained, and managed numerous financial advisors. He has also received several industry awards for his leadership and as a Financial Advisor, Registered Principal and Investment Advisor Representative (IAR).

Jim has earned the accreditations as a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU) from The American College.

Jim’s planning process begins by helping his clients establish where they stand financially and what immediate concerns need attention. He then works with them to define both their short- and long-term goals. From there, Jim builds a plan to help protect their current assets and future income. He then helps create an asset allocation strategy based on the client’s risk tolerance, time horizon, income needs and tax status.

Throughout the process, he shows his clients how they can be more tax efficient, save more, and reduce expenses and fees and create personalized income distribution strategies throughout their retirement. Every client has an annual or semi-annual review to maintain or adjust their strategies for a solid estate plan.

Jim is married to his college sweetheart, Brenda, for 33 years. They reside in Pittston, Pennsylvania and have a daughter, Carly; a son-in-law Dan, and a son, Evan, who is also a financial advisor with Murphy Wealth Management.

In his spare time, Jim enjoys playing golf.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4177710.