Spanning the generations
Longleaf Wealth Management
334-260-3877
855-201-5552
4001 Carmichael Road Suite 400
Montgomery, AL 36106
Working with business owners, entrepreneurs, professionals and their families, we help simplify the challenges that come with protecting, growing and transitioning wealth. We offer the experience to help manage your complex financial needs and a commitment to understanding your goals wherever you are in life. Our thoughtful advice and education helps ensure your independence throughout our long-term relationship.
Through our personalized approach, we promise to help provide:
- The accountability of financial professionals committed to transparency and helping to protect each generation of your family
- The confidence that comes from a team who truly cares about you
- The highest level of access and service, combined with the full resources of a global investment and research firm
Wealth management
A goals-based approach for long-term wealth management
Managing your wealth goes beyond managing your money. By actively listening, we’ll discover what’s important to you and work together to make a plan to help you achieve it.
Investment management
The perspective that drive informed solutions
As portfolio managers, we tailor your asset allocation and risk management to your unique situation. We’ll help make sure you are prepared for opportunities and insulated in times of market turbulence.
Lasting relationships
A team approach that puts you and your family first
In today’s world, you need to understand how all the pieces of your complex life can affect your pursuit of important financial goals. Our integrated services provide you with a clear and consistent approach to managing your wealth.
Retirement plan consulting
Integrated strategies for company benefits plans
With complicated retirement plan needs—as well as potentially complex tax consequences—organizations demand specialized advice. We have a number of solutions designed to address these needs.
Matthew Murphy has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019, 2020
- Forbes America's Top Next Generation Wealth Advisors, 2018
- UBS Top 35 Under 35, 2018, 2019
Our perspectives
Insights