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How do I plan now for a comfortable retirement?

We can help

What’s the best way to pass my wealth to my children?

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How do I pass my business on to a successor?

We can help

Is my portfolio aligned with my risk tolerance?

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A team committed to
your financial future.

 
Northeast Private Client Group is a boutique financial services advisory firm. We are key business strategists and critical thinkers. We help entrepreneurs and professionals to build real wealth and, in most cases, multigenerational wealth.

We founded our business on the simple idea that the best way to help a client achieve financial balance is through careful listening and active engagement, by a multi-disciplinary team.

Focused through our clear mission and aligned through our core values, we strive to build longstanding relationships by delivering excellence every day.

Our Mission & Values

Northeast Private Client Group has helped over 3,000 clients in the last 30+ years. We’ve worked with people in all stages of life, helping to advise them on the administration of over 1 billion in assets, as of June, 2019.

Retirement Planning

Retirement Planning

Enjoying a fulfilling retirement requires a financial plan that considers transformational life goals and the inevitable changes in life.

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Investment & Tax 

Investment & Tax 

Identifying risk, selecting the right investments and making necessary adjustments are crucial to any financial planning process. 

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Estate Planning

Estate Planning

Achieving multigeneration wealth requires a thoughtful plan leveraging tools and strategies to transfer wealth and limit liability to help heirs, charities, and institutions to endure.

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Asset Protection

Asset Protection

Protecting your assets is a core consideration of every successful financial plan. Planning entails identifying the right level protection and insurance products to achieve it.

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Firm Highlights

NEPCG manages over 5 billion dollars of life insurance face value.

Mark Murphy is a regular speaker at the largest dental conference in the world, Dentsply.

Mark Murphy is the past president of AALU.

Mark Murphy is the board member of Fortune 50, Fortune Management, Ora Care, and many more!

 Mark Murphy is a regular contributor to dental economics.

Mark Murphy is the charter member of the Guardian Chairman’s Council qualifying every year of its existence; he has qualified for twenty-eight consecutive President’s Councils. He has served on the past thirteen Executive Committees as well as many other Guardian committees such as the Field Product Committee, Park Avenue Securities (PAS), and Guardian Political Action Committee among others.

Mark Murphy was featured in Exelon Magazine's 100 Dynamic Leaders of 2021.

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Mark Murphy was ranked in the top 20 on the Forbes America's Top Financial Security Professionals List for 2021.

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Ben Bush was featured in an article published by Yahoo!: "Can Minimalism Lead to Financial Freedom.

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Mark Murphy is the author of The Win-Win Outcome - The Dealmaker's Guide to Buying and Selling Dental Practices, Extraordinary Wealth - The Guide to Financial Freedom & an Amazing Life, and Entrepreneurial Mindset.

Be on the lookout! Mark is hard at work on his next publication due for release in early 2023! This book for entrepreneurs will share the secrets to growing their money, business, life, and everything important to them.