Our Balanced Team

To support your objectives and values, we listen – and connect. Being a good listener is only the first step in building a relationship and results. Listening implies that we have heard you. Connecting, however, also involves empathy and seeing through your lens. Through in-depth interactions, we can build strong bonds, which allow for mutual trust, balanced decisions and true advocacy.

Nick Murphy, CFP®

Founder and President

Steven Swierkowski

Senior Wealth Advisor

Carroll Davis

Director of Client Services

Edwin Fermin

Chief Compliance Officer

Marianne Standish

Senior Marketing Manager