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We bring strategy, structure, clarity and confidence to our clients’ financial lives and keep it that way.
Meaning we operate in your best interest 100% of the time.
Meaning we are not pushed to sell products, and have no hidden fee's. This allows us to provide advice, free of a sales agenda giving you peace of mind.
CERTIFIED FINANCIAL PLANNER® & ACCREDITED INVESTMENT FIDUCIARY®
TECHNOLOGY THAT ALLOWS YOU TO KEEP TRACK OF YOUR FINANCES - WHEREVER YOU ARE
Our clients live a globally mobile existence, and therefore it is crucial for us to be able to supply our clients with with access to technological solutions that are location independent and secure. This includes programs like eMoney Advisor for financial planning, FileThis for gathering financial documents, Dropbox for sharing documents, and Zoom for meetings.
We provide our full tech suite to comprehensive financial planning and Wealth Fusion clients.
ASHLEY S. MURPHY CFP® AIF® FOUNDER / PRINCIPAL
At Arete Wealth Strategists, Ashley works with clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way.
In 2013, Ashley founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates.
He has been quoted in the Wall Street Journal and was profiled in Financial Advisor Magazine. From 2014 - 2017, Ashley taught aspiring CFP candidates at UC Berkeley Extension and Golden Gate University. Presently, he is a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the FPA and a regular conference speaker. He was awarded the CFP® designation in 2012 and voted Secretary of FPA NexGen the same year. Ashley is currently undertaking CFP® studies in Australia which will make him one of the only financial advisors qualified in both countries when completed.
Ashley is a tri-citizen of the USA, Australia and the UK. In 2005, he ventured to the United States to pursue his dreams in the San Francisco Bay Area.
Ashley’s undergraduate studies at the University of Queensland (Brisbane, Australia) were in Business Management and Management Information Systems. Ashley has long felt a passion for financial planning and investment management.
While at university he founded and grew an investment club to over 300 members. Following college, he co-founded a start-up management consulting/reporting company and was a finalist in the UQ ENTERPRIZE competition.
Ashley worked for several large companies, including Visa, Babcock and Brown and VWR International as a corporate financial analyst.
He began the transition to financial planning in 2008 and in 2009, completed the first level of the Chartered Financial Analyst (CFA) designation. In 2010, Ashley was named runner-up ‘Student of the Year’ in the UC Berkeley Extension’s Personal Financial Planning program and won a number of scholarships.
Spurning offers from major ‘wirehouse’ banks, Ashley chose to learn the business from the ground up and worked at David White and Associates (DWA) as a paraplanner. He supported 16 financial advisors with their financial plans, insurance/annuity illustrations and custom client analyses. In 2013, Ashley founded Arete Wealth Strategists as a state Registered Investment Advisor (RIA).
Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading, world travel, architecture & renewable energy.