Find Your Wealth Balance

By serving as your counterweight, we help you gain financial stability so you can make your best life choices.

Nick Murphy, CFP®, Managing Director

As fee-only fiduciary advisors, we help you achieve balance by aligning your wealth to your broader purpose.

To support you in living your life to its fullest, we act as your experienced and authentic guide. We help you identify your ultimate goal, craft a unique and personalized roadmap, and partner with you toward its achievement.

What Does Counterweight Mean?

A counterweight is an oppositional weight that provides balance and stability, and lifts the load more efficiently.

Your Counterweight Team

Nick Murphy, CFP®

Managing Director

Carroll Davis

Director of Client Services

Steven Swierkowski

Senior Wealth Advisor

Meet Us