About Arete Wealth Strategists

Who we are
Arete Wealth Strategists was founded by Ashley Murphy, CFP® in 2013.
What we do
We provide

  1. Comprehensive financial planning, and
  2. Investment management

to Business Owners and Individuals.

Our Purpose
We help our clients make better financial life decisions, save time and simplify their financial affairs. Our clients experience peace of mind, security and confidence.
Our Values
Holistic, integrity, research-based, cutting-edge, progressive, sustainable, tech-savvy, mobile
Our Philosophy
 We believe in helping our clients pursue a purpose beyond the attainment of money. Arete. Virtue or excellence. We believe in helping people pursue a purpose. A larger calling.

What Makes Us Unique?

  • Independent and fiduciary financial planning and investment management
  • Specialized in the needs of business owners and individual/families with complex financial affairs
  • Adjunct Professor in Risk Management
  • Work with clients in-person and remotely
  • Cloud based, cutting-edge technology
  • High-touch service

Objectivity and Conflicts of Interest

Conflicts of interest are all too common in the financial services industry. As an independently owned Registered Investment Advisor, We’re legally obligated to put our client’s interests first.

With financial planning and investments, we do not accept commissions, markups or hidden fees nor do we engage in any ‘revenue-sharing’ arrangements from the mutual funds we recommend.

Our clients know that this principle of acting in their best interests is a key tenet of our operating philosophy. Our relationships are based on being there for our clients under all circumstances and providing unbiased financial advice to help them accomplish their goals.