The Clifford Group LLC

Gregory Clifford is a financial advisor at The Clifford Group LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors LLC, NewEdge Advisors, LLC, Bank of America, N.A., and Merrill Lynch. Clifford is a member of the Forbes Finance Council, contributing articles and thought pieces on finance topics. The Clifford Group provides wealth management, discretionary portfolio management, retirement planning, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $204 million across about 250 client relationships and employs a primarily long-term investment approach based on fundamental analysis, supplemented by shorter-term trades for rebalancing or client cash needs.

Ryan Carragher is a financial advisor at The Clifford Group LLC in Wayland, MA, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he served in the United States Army from 2018 to 2024, including time at the Army War College in 2017. The Clifford Group provides wealth management, discretionary portfolio management, retirement planning, and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $204 million across 250 client relationships, employing a primarily long-term investment approach based on fundamental analysis and continuous account monitoring.

John Murtagh is a financial advisor at The Clifford Group LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at NewEdge Advisors, Triad Advisors, Bank of America, and Merrill Lynch. He serves on the finance committee of The Parmenter Foundation, a charitable organization providing bereavement and end-of-life care services. The Clifford Group provides wealth management, discretionary portfolio management, retirement planning, and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $204 million across about 250 client relationships, using a primarily long-term investment approach based on fundamental analysis and external research.