Jacob Murphy

Background & Expertise

Jacob graduated from Bethel University with a degree in Accounting & Finance.  He continued his professional education to better serve clients and earned his CFP® & CPA® designations.  He's been in the finance industry since 2011 in a variety of roles, being able to lead and direct corporate clients and teams, working alongside small to large businesses and helping them accomplish their goals. Through this, he became a trusted resource in Corporate America & the business owner market. Learning how important it is for businesses to have a vision and plan for the future, Jacob took his experience and knowledge he gained and chose to work directly with successful individuals, families, executives and business owners on their wealth accumulation and distribution strategies. As a Wealth Management Advisor, this allows him to align his passion, skillset, values and desire to help people to build lasting relationships.

CERTIFIED FINANCIAL PLANNER – CFP® professionals are trusted financial advisers with expertise in the areas of financial planning, taxes, wealth accumulation, insurance, estate planning and distribution with individuals, businesses and other organizations and helping them reach their goals. 

CERTIFIED PUBLIC ACCOUNTANT – CPA® professionals are trusted financial advisers who help individuals, businesses and other organizations plan and reach their goals. As part of the CPA® certification, CPA® professionals also have made a commitment to the CPA Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.