Andrew Murphy

Andrew Murphy, CPFA®, founded his financial planning practice in 2021 after earning a Bachelor of Science in Economics and Business from St. Lawrence University. He enjoys working closely with individuals and businesses, helping them make sense of long-term investment and tax planning and turning complex decisions into clear, actionable plans.

Andrew focuses in areas such as asset allocation, retirement income planning and withdrawal strategies, estate planning, and asset transfer. He believes good financial planning should be practical, cost‑effective, and tailored to each client’s unique goals. His approach is centered on helping clients feel confident about their decisions today while preparing for what lies ahead. In addition, Andrew implements customized retirement plan solutions and executive benefit strategies designed to attract, retain, and reward key employees.

Andrew lives in Saratoga Springs, New York, with his girlfriend, Rachel, and their yellow lab, Addie. Outside of work, he enjoys skiing, hiking, biking and spending time with family.