Aaron Murphy

Experience

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  McDavitt Wealth Management

  Mar 2006 - now

  Investment Adviser Representative / Registered Representative

  Currently I work as an Investment Adviser Representative with McDavitt Wealth Management where we clear through Commonwealth Financial Network. I focus on helping individuals, families and small to mid size businesses plan for retirement and prepare strategies that suit their unique circumstances in order to accomplish their goals. For individuals and families I focus on helping my clients along with their families and loved ones to protect their assets through the many obstacles that life presents. In our planning we establish savings plans based on a healthy budget to allow for accumulation of assets in order to accomplish these goals. And as we approach retirement we plan for the distribution of their assets in retirement and how to ensure that these assets last throughout their lifetime and if possible are passed on to the next generation. For my small and mid-size business clients I help establish a retirement and health benefits plan that helps to attract and retain qualified employees. Whether it is a 401k, 457, 403b or other form of retirement plan I help trustees and other key decision makers benchmark the plan that they have, compare themselves to peers in their industry, work with sponsor companies to ensure they have the best investments options and plan design for their employees all while keeping them up to date in a constantly changing regulatory environment. Show less

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  Murphy Wealth Management Inc. dba Murphy Wealth Management Global

  Apr 2014 - now

  Investment Adviser Representative / Registered Representative