The Murphy-Fort Advisory Group

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.

We're proud to collaborate with the Venture Network, a unit of Merrill's Venture Services Group that introduces unique relationships with private equity and venture capital investors to an approved population of Private Wealth Advisors.

*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.