Since 1988, Tom Murphy has specialized in helping business owners, corporate executives, military veterans and high net worth individuals create, preserve and transfer their wealth. Tom designs innovative business continuity plans, asset protection plans and tax-favored wealth accumulation and transfer strategies.
Tom holds a master’s degree in financial services and has earned the following designations: CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Accredited Investment Fiduciary® (AIF®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant® (ChFC®), Accredited Estate Planner® (AEP®), Certified Family Business Specialist (CFBS), Certification for Long-Term Care (CLTC®), Certified Divorce Financial Analyst (CDFA) and Special Care Planner.
Additionally, Tom is a licensed insurance counselor and is a member of various industry organizations, including the Financial Planning Association (FPA) and the National Association of Estate Planners & Councils (NAEPC).
A Dallas native, Tom graduated from the United States Military Academy at West Point and served 5 ½ years in the Military Intelligence Corps. He and his wife, Ciel, have been married for more than 30 years and have two children, Katharine and Thayer.
