The Murphy-Fort Advisory Group

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The Murphy-Fort Advisory Group

Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Gregory S Murphy

Gregory S Murphy

Wealth Management Advisor

415.676.2621
Stephen M Cote

Stephen M Cote

Senior Financial Advisor

415.676.2527
Ben  Fort

Ben Fort

Wealth Management Advisor

415.676.2584
Meera  Raman

Meera Raman

Registered Senior Client Associate

415.676.2661
Brady J Dilena

Brady J Dilena

Registered Analyst

415.676.2565

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Founded in 1999, the Murphy-Fort Advisory Group addresses the sophisticated wealth management needs of an exclusive group of affluent individuals. We serve a limited clientele by design to create a personalized environment. Our goal is to help you define and organize what you want your wealth to accomplish, identifying any blind spots that could jeopardize your family’s lifestyle.

We can provide you with the best of both worlds: the intimacy of a small financial boutique, coupled with the investment insights of Merrill Lynch and the banking strength of Bank of America. Our knowledge, acquired through real-world experience and professional designations, helps us stay abreast of new ideas and prepares us for events that might affect your financial situation.

We've spent our entire careers at Merrill Lynch and Greg Murphy and Ben Fort were named to Forbes "Best-in-State Wealth Advisors" list in 2018*. Additionaly, we were recognized in the San Francisco Business Times as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in the greater San Francisco Bay Area in 2012 and 2013 (the final year of rankings). We are currently entrusted with over $750MM in assets (as of April, 2018) and have a client retention rate of 99.4% (as of April, 2018).
 
We have experience helping affluent clients simplify their financial lives and achieve their most cherished goals, guiding them to the point in their lives where working is optional. By managing both sides of your balance sheet, we can help integrate the various pieces of your financial life into a smoothly functioning whole.

We are also well versed in helping corporate executives and founders with their complex financial needs, such as single stock/sector concentrations, employee benefit programs, multiple managed accounts, restricted stock, tax situations, and gifting strategies. We can help position your assets effectively to meet your sophisticated financial priorities.

Our goal as financial advisors is to help you remove the emotions associated with your finances and guide you to make smart decisions focused on your aspirations and the legacy you choose to leave.


*Source: Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.
On June 28, 2013, "San Francisco Business Times" published NABCAP's list of Premier Advisors. NABCAP, a 501(c)3 non-profit, assesses 20 categories of practice management and objectively compares and evaluates all participants numerically. A minimum score must be attained for a practice to be considered for the final list, and the winners are then listed in alphabetical order. The list details Advisory practice credentials, specialties, avg. size client and size of practice. There is no cost for advisors to participate and be considered for publication. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®.  Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

Philosophy

We believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill Lynch and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.

Approach

We begin every relationship with a conversation, helping you to identify and prioritize which goals matter most to you. Whether that's transferring wealth to the next generation, customizing financial strategies that help you pursue your passions, or simply providing advice and guidance to help you stay informed, we start by listening to learn more about you.

Merrill Lynch developed the Investment Personality Assessment to help us get to know your investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can help customize the financial strategy we develop together.

Capabilities

Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.

Focus On Individuals and Families

We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals
We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill Lynch and access to the banking convenience of Bank of America as we do so.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.