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Our financial advice team

Matthew Dunphy

Matthew Dunphy


Financial Advisor

Chief Operating Officer of
Morgan & Associates
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Cash Flow Management Strategies


My time with family is so important to me. Together we enjoy reading, travel, swimming, hiking and trying new foods (either by cooking or visiting restaurants). In addition to the above, I personally enjoy running, especially for local charities, biking and trying to perfect my home brewing skills. My more passive activities find me at O's games (especially when Boston visits), date night movies, and visiting the track in Saratoga during August.

Community participation

As a volunteer at local food banks for over 15 years, I can tell you it is one of the most rewarding and fulfilling activities there is. I look forward to participating at least twice per year, sorting food, cleaning shelves or assisting the food bank in any way they need. Please let me know if you would like to join our group at a future event.

Awards & recognition

  • Five Star Wealth Manager, 2021


  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠


  • B.A., 1992, Arts and Economics, Suny Oneonata, NY

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