Experience Makes all the difference
With a depth of experience that gives us a grounded perspective on the markets and life, our team delivers independent, objective financial guidance to a select group of individuals and families. Our process for creating relevant financial solutions is built on a deep understanding of your financial goals, the knowledge and expertise to offer practical solutions and the wisdom to help you make the right decisions.
William G. Murphy, CIMA®, CEPA®,
Managing Director - Wealth Management
Private Wealth Advisor
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)
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216-736-8308
Owen C. McBride, CFP®, CLU®, CEPA®
Managing Director - Wealth Management
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter (CLU®)
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216-736-2807
Daniel McKenna
Senior Vice President - Wealth Management
Financial Advisor
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216-736-3603
Chad A. Hartup, CFP®, CRPC®, CLU
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Certified Divorce Financial Analyst (CDFA®)
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216-736-3600
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