Philip Murphy, CFA, CFP^®

Founder, Principal Advisor

I am a fee-only, advice-only investment advisor and financial planner. My mission is to provide great advice at a fair price to support each client’s purpose in life. I am a CFP^® Practitioner and CFA^® Charterholder. As Founder and Principal Advisor at IndiePlan^TM, I am committed to our fiduciary duty by providing independent holistic advice and education that puts clients’ interests first.

I entered the advisory business after a thirty-year career in financial services. I am a former Head of Index Governance and Chairman of the US Index Committee at S&P Dow Jones Indices, where my job was to oversee major benchmarks like the S&P 500^®. Prior to that, I held a variety of positions - from designing indexes and assisting leading asset management firms to working on a portfolio management team that served institutional clients.

My interest in investing and financial planning is long standing. I enjoy helping others as they save, invest, and plan for their future, or as they prepare for transitions like retirement, a health challenge, a second career, starting a new business, furthering their education, or taking extended leave. At IndiePlan^TM we strive to meet clients where they are in their journey. We provide independent, holistic, tailored advice at a fair price.

I enjoy writing and exploring topics related to investing. During my corporate career I was a regular contributor to S&P DJI’s Indexology^® blog, and I was published in several professional publications. More recently, I wrote the Index Capital Insights^TM newsletter. These days, I write for our newsletter - Indie Insights^TM.

My family and I live in the New York City area. I hold a bachelor’s degree from Queens College of the City University of New York and a master’s degree from Fordham University. For leisure and exercise, I enjoy outdoor activities like walking and bicycling.