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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.

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

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

Investment & Tax

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

Estate Planning

Achieving multigenerational wealth requires a thoughtful plan leveraging tools and strategies to transfer wealth and limit liability to help heirs.

Asset Protection

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

NEPCG manages over 5 billion dollars of life insurance face value as of October, 2022.

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 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.