JMC Wealth

Business Details

Your Trusted Partner for Comprehensive Financial Planning Solutions

JMC Wealth distinguishes itself by understanding the unique emotional relationships individuals have with money, rooted in lifelong experiences and unconscious triggers. Our approach combines personalized financial planning with behavioral insights to address how clients earn, save, invest, and spend. We prioritize uncovering hidden concerns to improve clients' financial mindsets, offering tailored strategies that align with their life goals. With expertise in retirement, estate, tax, and legacy planning, our team delivers comprehensive solutions grounded in decades of combined experience.

We emphasize transparency, client-centric service, and a commitment to helping clients build wealth that supports their desired lifestyle. Our process begins with in-depth discovery interviews, ensuring every financial program reflects individual needs. As independent advisors, we focus on long-term partnerships, adapting strategies as clients' lives evolve. Our dedication to education and emotional intelligence sets us apart in the financial advisory field.

Services

Financial Planning Investment Management Retirement Planning Estate Planning Tax Strategies Insurance Planning Legacy Planning Lifestyle Planning

Highlights and features

We address emotional triggers that impact financial decision-making
Our team holds advanced certifications including CFP, CLU, and ChFC
We offer holistic planning covering retirement, estate, tax, and legacy needs
We prioritize client education and behavioral finance understanding
We provide personalized strategies tailored to individual life goals

Website

Update Listing

Services

Financial Planning

Our financial planning service creates customized roadmaps for clients' financial futures. We analyze income, expenses, investments, and goals to develop comprehensive strategies that address wealth accumulation, preservation, and distribution. By understanding clients' unique relationships with money, we help them make informed decisions that align with their values and life objectives.

Investment Management

We develop personalized investment portfolios based on clients' risk tolerance, time horizons, and financial goals. Our approach considers behavioral factors that influence investment decisions, helping clients maintain discipline during market fluctuations. We focus on creating diversified portfolios that balance growth potential with risk management to support long-term financial objectives.

Retirement Planning

Our retirement planning service helps clients prepare for financial independence. We assess current assets, projected retirement needs, and income sources to create sustainable withdrawal strategies. The process includes analyzing Social Security optimization, pension considerations, and tax-efficient distribution methods to ensure clients can maintain their desired lifestyle throughout retirement.

Estate Planning

We help clients create comprehensive estate plans that reflect their wishes for asset distribution. Our approach considers tax implications, healthcare directives, and guardianship arrangements while aligning with clients' core values. We coordinate with legal professionals to implement strategies that protect assets and ensure clients' intentions are honored.

Legacy Planning

Our legacy planning service focuses on creating meaningful, lasting impacts through financial decisions. We help clients define their values and create plans that support both current needs and future generations. This includes charitable giving strategies, family wealth transfers, and creating documentation that reflects clients' life philosophies and priorities.

People

Julie M. Murphy

Chief Visionary Officer

With advanced certifications including CLU, ChFC, and CFP, Julie founded JMC Wealth based on her discovery of emotional money relationships. She developed the firm's unique approach to financial planning that addresses behavioral patterns affecting wealth creation.

Mark J Murphy

Financial Advisor

A CFP professional with 20 years of experience, Mark specializes in helping clients achieve financial goals while maintaining work-life balance. He brings extensive industry knowledge from working alongside his sister Julie at JMC Wealth.

Stacey Kassitas

Account Coordinator

With 19 years in financial services, Stacey manages client transactions and 401(k) rollovers. Her background includes administration of executive benefit plans, and she brings expertise in brokerage account management and client relations to JMC Wealth.

Abigail Grenz

Administrative Assistant

Abigail supports client experience with her background in finance and digital marketing. Holding a degree in Organizational Leadership, she coordinates appointments and communications while bringing project management expertise to streamline firm operations.

Brady McKay

Client Service Representative

Brady provides client support while pursuing his advisor track. With a finance degree and sport management background, he combines financial knowledge with relationship-building skills to assist clients in achieving their financial objectives.

Questions

What makes JMC Wealth different from other financial advisors?

We focus on understanding clients' emotional relationships with money to create personalized strategies that address behavioral patterns affecting financial decisions.

How do you help clients with emotional money issues?

Through in-depth discovery interviews, we identify unconscious money triggers and help clients develop healthier financial mindsets that support wealth creation.

What services do you offer?

We provide financial planning, investment management, retirement planning, estate planning, tax strategies, insurance analysis, and legacy planning services.

How do you approach retirement planning?

We create personalized retirement income strategies considering clients' lifestyle goals, current assets, and potential income sources like Social Security and pensions.

Why is estate planning important?

Estate planning ensures your assets are distributed according to your wishes while addressing tax implications and healthcare directives to protect your legacy.

How do you handle tax planning?

We focus on tax-efficient strategies that consider current and future tax implications of financial decisions to help minimize clients' overall tax burden.