Midlothian, VA
Daniel F. Murphy
Hi, I'm Daniel. I'm a Managing Partner and Wealth Manager with Palladian Asset Management, based in Midlothian, VA. For more than 38 years, I've helped a select group of individuals and families preserve, manage, and transfer wealth through comprehensive financial planning, investment management, and estate planning.
My work starts with a thorough financial plan. From there, I design and manage portfolios on a discretionary basis, aligning each strategy with a client's goals, risk tolerance, and long-term priorities.
I help clients create, preserve, and transfer wealth through planning, portfolio design, and long-term guidance.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you're prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client's specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
PRESERVATION OF YOUR LEGACY
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
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Get to know
Daniel
Daniel F. Murphy works with a select group of clients, helping them create, preserve, and transfer wealth. His planning process starts with understanding each client's financial picture, family needs, and long-term goals. From there, he designs investment strategies that reflect each client's objectives and risk tolerance.
Dan began his career with Aetna Life and Annuity Company after graduating from college. After a series of roles with increasing responsibility, he joined Wachovia Securities in Richmond, Virginia in 2005. He later spent eight years with Wells Fargo Advisors, formerly Wachovia Securities, before joining Claris Financial at the end of 2012.
Outside of work, Dan is a longtime member of Rotary Club and has served as Scoutmaster and Assistant Scoutmaster of a Boy Scout troop in Midlothian for more than 20 years. He lives in New Kent, Virginia, with his wife, Monica. They have two sons, Brendan and Colin. When he is not in the office, Dan enjoys golf and live music.
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How did you become a financial advisor?
I began my career with Aetna Life and Annuity Company after college. Over time, I moved through roles with more responsibility and eventually joined Wachovia Securities in Richmond in 2005. That experience helped shape the planning-centered approach I use today.
What types of clients do you work with?
I work with a select group of individuals and families who want guidance around creating, preserving, and transferring wealth.
What areas of expertise do you have?
My focus areas include financial planning, investment management, retirement planning, and estate planning.
What kinds of strategies do you help clients with?
I help clients with comprehensive financial planning, retirement income planning, estate planning, and discretionary portfolio management.
What is your favorite part of working with clients?
I love being there for clients during major life events and helping them make informed decisions during important transitions.
What is it like partnering with Savvy?
I'm excited to gain access to additional tools and services that can help clients pursue better financial outcomes.
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