Alexander Murphy

Alex Murphy is a Financial Advisor committed to helping individuals gain clarity and confidence in their financial lives. He has worked in the financial services industry since 2013 and brings more than a decade of experience guiding clients through key financial decisions and major life transitions.

Alex takes a planning-first approach grounded in understanding each client’s goals, resources, family dynamics, and comfort with risk. His guiding question is simple: how can he help place each client in a stronger position to achieve the life they envision?

He helps clients organize their financial picture, evaluate opportunities, and build structured, long-term strategies. Most of his clients prefer advisory-based relationships because this helps to keep client and advisor aligned and allows plans to evolve as life changes.

Alex has a passion for working with individuals who are new to investing or navigating significant transitions, such as managing finances independently for the first time, adjusting after a loss, or rebuilding following divorce. He focuses on simplifying complex concepts and providing guidance that builds confidence through every stage of life.

His primary areas of focus include retirement planning, wealth management, estate and legacy planning strategies. Many clients come to him seeking clarity about when they can retire and how much they will need to live the life they want.

Alex earned his Bachelor of Science degree from the University of Nebraska at Omaha. He holds the Series 6, 63, 65, and 7 registrations, along with Iowa Life Insurance, Iowa Accident and Health, and Iowa Variable Life and Variable Annuity licenses. Raised in West Des Moines and a graduate of Valley High School, he now lives in Urbandale with his partner, Keeley, and their two dogs.

He remains active in the community through Meals From The Heartland and Special Olympics Iowa. As an Eagle Scout, he continues to value preparedness, integrity, and service. These principles guide both his personal life and his career.

Clients appreciate Alex’s ability to help them get organized financially, develop a clear plan, and stay connected as their needs evolve. He invests meaningful time upfront to create a customized wealth plan at no cost because he believes doing what is right for the client always comes first. His commitment is straightforward: he places his clients’ interests at the center of every recommendation.