The Murphy-Fort Advisory Group

Merrill Lynch Wealth Management
555 California St
San Francisco, CA 94104
(415) 676-2584
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Murphy-Fort Advisory Group
Merrill Lynch Wealth Management
Welcome

Founded in 1999, The Murphy-Fort Advisory Group addresses the sophisticated wealth management needs of an exclusive group of affluent individuals. We serve a limited clientele by design to create a personalized environment. Our goal is to help you define and organize what you want your wealth to accomplish, identifying any blind spots that could jeopardize your family’s lifestyle. We can provide you with the best of both worlds: the intimacy of a small financial boutique, coupled with the investment insights of Merrill Lynch Wealth Management and the banking strength of Bank of America. Our knowledge, acquired through real-world experience and professional designations, helps us stay abreast of new ideas and prepares us for events that might affect your financial situation. We've spent our entire careers at Merrill and Greg Murphy and Ben Fort were named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, 2021, 2022, 2023, and 2024* (Published annually Jan – April. Rankings based on data as of June 30 of prior year). We are entrusted with over $1.2B in client assets (as of June, 2024). We have experience helping affluent clients simplify their financial lives and achieve their most cherished goals, guiding them to the point in their lives where working is optional. By managing both sides of your balance sheet, we can help integrate the various pieces of your financial life into a smoothly functioning whole. We are also well versed in helping corporate executives and founders with their complex financial needs, such as single stock/sector concentrations, employee benefit programs, multiple managed accounts, restricted stock, tax situations, and gifting strategies. We can help position your assets effectively to meet your sophisticated financial priorities. Our goal as financial advisors is to help you remove the emotions associated with your finances and guide you to make smart decisions focused on your aspirations and the legacy you choose to leave.

*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Recognition
Gregory Murphy
Senior Vice President, Wealth Management Advisor
Forbes' "America's Top State-by-State Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Murphy-Fort Advisory Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Gregory Murphy,

CFP®, CPWA®

Senior Vice President, Wealth Management Advisor
415.676.2621
Ben Fort,

CFP®, CIMA®

Senior Vice President, Wealth Management Advisor
415.676.2584
Brianna Karsseboom,

CRPC™

Financial Advisor
415.676.2760
Brady J Dilena,

CIMA®

Vice President, Senior Wealth Planner
415.676.2565
Lilian Lima Smith
Registered Wealth Management Client Associate
415.676.2661
Robert Fung
Wealth Management Client Associate
415.274.6008
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.