SEC-Registered Investment Advisor

Grow Your Wealth with Confidence & Clarity

Full-service capital management tailored to professionals who want a smarter, more intentional path to financial independence.

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$2.4B+
Assets Managed
1,200+
Client Families
18 Yrs
Track Record
Murphy & Sloman Capital Management — Professional wealth advisory team
+12.4% Avg. Return 10-year annualized (net of fees)
The Challenge

Managing Wealth Shouldn't Feel This Hard

If any of these sound familiar, you're not alone. Most high-earning professionals face the same frustrations.

⏳

No Time to Manage It All

Between your career, family, and life, researching investments, rebalancing portfolios, and tracking tax implications is a full-time job you didn't sign up for.

🎯

Conflicting Advice Everywhere

Online gurus, robo-advisors, and well-meaning friends all say different things. Without a clear strategy, analysis paralysis keeps your money sitting idle.

📉

Fear of Costly Mistakes

One wrong move in a volatile market can set you back years. The stress of wondering "am I doing this right?" erodes both your peace of mind and your returns.

🧩

Fragmented Financial Picture

401(k) here, an old IRA there, equity compensation, real estate — managing scattered accounts makes it nearly impossible to see the full picture or optimize effectively.

💸

Overpaying on Taxes

Without proactive tax-loss harvesting, strategic asset location, and Roth conversion planning, you're likely leaving thousands on the table every single year.

🔮

Uncertain About the Future

Will you be able to retire when you want? Can you fund your children's education? Without a clear roadmap, the biggest financial decisions feel like guesswork.

Our Services

A Smarter Way to Build & Protect Wealth

We combine institutional-grade strategies with a deeply personal approach so you can focus on what matters most.

01
📊

Portfolio Management

Diversified, risk-adjusted portfolios built on academic research — actively monitored and rebalanced to pursue long-term growth through every market cycle.

02
🏦

Tax-Optimized Planning

Strategic tax-loss harvesting, Roth conversions, and asset location to minimize your tax burden — because what you keep matters as much as what you earn.

03
🗺️

Retirement Roadmapping

Custom projections and scenario analysis to answer life's biggest question: "When can I retire?" — with a clear, actionable plan to get there.

04
🛡️

Estate & Legacy Planning

Trusts, beneficiary strategies, and wealth-transfer structures that protect your family and ensure your assets are distributed according to your wishes.

05
💼

Equity Compensation

RSUs, stock options, and ESPP plans are complex. We create exercise and diversification strategies that maximize value while managing concentration risk.

06
🎓

Education Funding

529 plans, custodial accounts, and gifting strategies designed to fund your children's future without compromising your own financial goals.

How It Works

Your Path to Financial Clarity

A simple, transparent process that takes you from uncertainty to a confident financial future in four clear steps.

Murphy & Sloman strategic planning session
1

Discovery Consultation

A complimentary 45-minute call where we listen to your goals, review your current situation, and identify the biggest opportunities for improvement.

2

Comprehensive Analysis

Our team conducts a deep-dive audit of your accounts, tax returns, insurance, and estate documents to build a 360° view of your finances.

3

Custom Strategy Design

We present a personalized financial roadmap with clear recommendations — including portfolio design, tax strategies, and milestone targets.

4

Ongoing Partnership

Your plan evolves with you. Quarterly reviews, proactive adjustments, and direct access to your advisor ensure you stay on track — always.

Client Stories

Trusted by Professionals Like You

Hear how we've helped clients take control of their financial futures and achieve lasting peace of mind.

★★★★★
"

Murphy & Sloman completely transformed how I think about my money. I went from stressing over market drops to sleeping soundly knowing I have a real plan. Their tax strategies alone saved me over $40K last year.

JR
James R.
VP of Engineering, Tech Industry
★★★★★
"

As a physician, I have zero time for financial planning. They handled my student loan strategy, retirement consolidation, and insurance review — all seamlessly. I finally feel like I'm on the right track.

SP
Dr. Sarah P.
Cardiologist, Private Practice
★★★★★
"

I was skeptical about advisors — most felt salesy. Murphy & Sloman was different. They're fiduciary, transparent about fees, and genuinely focused on my goals. Best financial decision I've made.

MK
Michael K.
Managing Director, Private Equity
★★★★★
"

My husband and I came in with a mess — multiple old 401(k)s, no estate plan, and no idea if we were on track for retirement. Within 60 days, we had total clarity and a plan we believe in.

LW
Lauren W.
Senior Counsel, Corporate Law
Murphy & Sloman advisory team in the office
About Us

Built on Integrity. Driven by Results.

Founded in 2008, Murphy & Sloman Capital Management was built on a simple belief: every professional deserves access to the same sophisticated wealth strategies used by ultra-high-net-worth families — without the jargon, the conflicts of interest, or the inaccessibility.

As a fiduciary firm, we are legally and ethically bound to act in your best interest at all times. No commissions. No proprietary products. Just honest, evidence-based advice from a team of CFAs, CFPs, and CPAs who genuinely care about your outcomes.

$2.4B+
Assets Under Management
98%
Client Retention Rate
24
Team Members
Get Started

Your Future Deserves a Better Plan

Schedule a complimentary 45-minute consultation with one of our senior advisors. No pressure, no obligations — just a clear-eyed look at where you stand and where you could be.

Book Free Consultation Call (212) 847-3920