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Philip Murphy

CFA

CFP®

Contact Information

New York Metro Area, NY

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

I am a fee-only, advice-only investment advisor and financial planner. My mission is to provide great advice at a fair price to support each client’s purpose in life. I am a CFP® Practitioner and CFA® Charterholder. As Founder and Principal Advisor at IndiePlan™, I am committed to our fiduciary duty by providing independent holistic advice and education that puts clients’ interests first.

I entered the advisory business after a thirty-year career in financial services. I am a former Head of Index Governance and Chairman of the US Index Committee at S&P Dow Jones Indices, where my job was to oversee major benchmarks like the S&P 500®. Prior to that, I held a variety of positions - from designing indexes and assisting leading asset management firms to working on a portfolio management team that served institutional clients.

My interest in investing and financial planning is long standing. I enjoy helping others as they save, invest, and plan for their future, or as they prepare for transitions like retirement, a health challenge, a second career, starting a new business, furthering their education, or taking extended leave. At IndiePlan™ we strive to meet clients where they are in their journey. We provide independent, holistic, tailored advice at a fair price.

Fee Models
  • One Time Fee:

    $3,000+

  • Hourly:

    $300/hr

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • High Earners ($250k - $500k)

  • DIY Investors

  • Pre-Retirees

  • Retirees

Areas Of Specialization
  • Investments

  • Retirement

  • Pre-Retirement Planning

  • Mid-Career Planning

  • Employee Benefits

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.