Philip Murphy
Advisor at Indieplan LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Indieplan LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
I am a fee-only, advice-only investment advisor and financial planner. My mission is to provide great advice at a fair price to support each client’s purpose in life. I am a CFP® Practitioner and CFA® Charterholder. As Founder and Principal Advisor at IndiePlan™, I am committed to our fiduciary duty by providing independent holistic advice and education that puts clients’ interests first.
I entered the advisory business after a thirty-year career in financial services. I am a former Head of Index Governance and Chairman of the US Index Committee at S&P Dow Jones Indices, where my job was to oversee major benchmarks like the S&P 500®. Prior to that, I held a variety of positions - from designing indexes and assisting leading asset management firms to working on a portfolio management team that served institutional clients.
My interest in investing and financial planning is long standing. I enjoy helping others as they save, invest, and plan for their future, or as they prepare for transitions like retirement, a health challenge, a second career, starting a new business, furthering their education, or taking extended leave. At IndiePlan™ we strive to meet clients where they are in their journey. We provide independent, holistic, tailored advice at a fair price.
Flat: $3300 for individual plan
Hourly: $330/hr
Vista Wealth Planning LLC
2024 - Present (2 years)
Index Insights Ltd.
2023 - 2024 (1 year)
S&P Dow Jones Indices
2019 - 2023 (4 years)
S&P Dow Jones Indice
2017 - 2019 (2 years)
S&P Dow Jones Indices
2012 - 2017 (5 years)
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