About Patrick Murphy

Bespoke strategies built around a client's vision for their financial future

Welcome
For Patrick, it is all about immersing himself in learning a client's hopes, dreams, challenges and outside advisors so he can bring a comprehensive approach to address the many elements of their financial picture.
Experienced guidance
As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and an Accredited Investment Fiduciary® (AIF®), he strategically establishes an asset allocation that aligns with risk parameters and personalized goals. Patrick then tactically selects investment vehicles to customize individual portfolios. This process is designed to lend clients the confidence that their financial futures are secure.
A gateway to the resources of an industry leader
J.P. Morgan is among the most trusted and respected financial institutions of its kind. Patrick coordinates the breadth and power of the firm's resources to provide strategies that extend far beyond investment management and address the many elements of significant wealth.

Meet Our Team

Insights

Family Legacy

Insight 1: Build and sustain a “great” extended family

July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Markets

Defying the tariff drag: 3 reasons markets are moving forward

July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Retirement

Capitalizing on the tax-deferral advantage of a variable annuity

July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.