Kevin W. Murphy
Wealth Advisor and Founder
Every family has a story that deserves to outlive them. For the past 18 years, Kevin Murphy has had the privilege of helping individuals and families write theirs — walking alongside clients through life's most challenging and exciting seasons, and helping them turn a lifetime of work into a legacy that endures for the people and causes they love.
Kevin believes legacy isn't something you stumble into; it's something you design. His distinctive discovery process begins not with products or portfolios but with a deeper question: what do you want your life's work to mean — for you, your family, and the generations that follow? From there, Kevin deploys a comprehensive, advisory-focused approach built around each client's lifetime and legacy aspirations, and his direct hand in the investment team keeps decision-making collective and local.
That approach has earned national recognition. As of September 30, 2014, Kevin ranked No. 14 nationwide at his former firm in advisory managed assets, earned that firm's top advisory managed asset awards for seven consecutive years, and has presented at national conferences on the value of a comprehensive advisory relationship. He spent the first decade of his career helping private corporations and local communities prioritize multimillion-dollar capital improvement projects — early proof of his belief in planning with the long view in mind.
Kevin's passion for legacy begins at home. He and his wife are raising five children, and evenings and weekends are spent cheering from sidelines and gym bleachers as the kids pursue their sports — for Kevin, the truest expression of what he helps clients build: a life rich in the moments that matter. He keeps his own discipline of fitness through swimming laps, the Peloton and practicing yoga, habits that keep him energized and grounded for his family and clients alike.
That commitment extends into the community. Kevin serves on the board of the Washtenaw Estate Planning Council and has been honored to serve on the Board and Finance Committee of Peace Neighborhood Center, a vital nonprofit providing tutoring, meals, and housing to at-risk families and children in Washtenaw County — because a community that thrives is a legacy everyone shares.
As a Fiduciary, Fee-Only Advisor, he holds the Series 63 and 65 licenses.