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Find Your Wealth BalanceTM

By serving as your counterweight, we help you gain financial stability so you can make your best life choices.

Nick Murphy, CFP®, Founder and President

As fee-only fiduciary advisors, we help you achieve balance by aligning your wealth to your broader purpose.

To support you in living your life to its fullest, we act as your experienced and authentic guide. We help you identify your ultimate goal, craft a unique and personalized roadmap, and partner with you toward its achievement.

Wealth Management

We offer personalized services and solutions to support your unique journey.

  • Proactive financial planning
  • Tax planning
  • Legacy & estate planning
  • Retirement feasibility planning
  • Investment management & portfolio construction
  • Insurance & risk planning


A counterweight is an oppositional weight that provides balance and stability, and lifts the load more efficiently.

By serving as your counterweight, we help you find equilibrium between your short-term needs and long-term aspirations, ensuring that your wealth works in harmony with your core values.