Katie Murphy

Senior Partner

After growing a thriving fee-based planning practice in Cincinnati, Ohio, as part of two large insurance agencies, Katie felt she could make a bigger impact partnering with an independent firm whose emphasis on comprehensive planning aligned with her vision for success in serving clients. When introduced to Erik in late 2017, both saw the opportunity to combine their professional strengths and commitment to serving others to create a firm philosophy to withstand the ever-changing environment of financial advising.

Katie communicates complex financial concepts in a way that clients can easily grasp, helps them get beyond their present financial situation to turn their dreams into goals, and third but most important — focuses on developing the habits necessary to be successful and stick to the plan.

Outside of her career, Katie enjoys playing volleyball, practicing yoga, and the outdoors. She resides in Nashville with her dog, Beau. She is passionate about mentoring women, both young and old, to become self-sufficient, balanced, and resilient in their career and relationships. She is active in community organizations that support youth, and that support the fight against cancer. She is a 2010 Graduate of Miami University’s Farmer School of Business, and a native of Oxford, Ohio.