Wealth management built on transparency, not mystery

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Families We Serve
$500K–$5M in investable assets seeking a long-term wealth partner
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Full Transparency
Portfolio construction, ongoing monitoring, and plain-English reporting included
Schedule a Conversation Our Approach
✓ FINRA / SIPC Member
✓ Fee & Cost Transparency
Envision Financial Group, Inc.
Who We Are

A family business
serving your family

Wade N. Murphy
President
Wade N. Murphy, AIF®
President

With nearly three decades of experience, Wade combines institutional-level expertise with a disciplined, client-first philosophy. He believes your wealth deserves to be managed with the same care, precision, and accountability as his own family's financial future.

Sean J. Murphy
Financial Professional
Sean J. Murphy, CFP®
Financial Professional

Sean is a CERTIFIED FINANCIAL PLANNER® professional and a graduate of Pacific University with a degree in Business Finance. Sean conducts in-depth fund research and analysis to help clients pursue their financial objectives. As a committed professional, he offers guidance throughout every step of the financial planning process.

"We built this firm the way we'd want someone to manage our own money — with clear communication, education, and genuine accountability. When you work with us, you're not getting handed off to a junior associate. You get both of us."

— Wade & Sean Murphy, Envision Financial Group, Inc.
Our Philosophy

How We Manage
Your Portfolio

01

Transparent Fees

We discuss applicable fees, costs, and compensation before you decide whether to move forward. No surprises.

02

Disciplined Portfolio Construction

We build portfolios with intention — designed around your goals, time horizon, and risk tolerance. Each holding has a purpose, and we explain every decision in plain language.

03

Ongoing Monitoring

Markets evolve. Your life changes. We continuously review your portfolio to ensure it remains aligned with your objectives — not just at your annual review, but throughout the year.

04

Reporting You Can Actually Read

We provide clear, periodic reporting that tells you where you stand, what changed, and why.

Our Process

Simple. Transparent.
Built around you.

01
Discovery Conversation

No pressure, no pitch. We start by understanding your goals, timeline, family situation, and what you need from a financial partner.

02
Portfolio Analysis

We review what you currently hold, identify gaps or inefficiencies, and model what an optimized portfolio aligned to your goals looks like.

03
Investment Policy

We document your personalized investment strategy — asset allocation, risk parameters, benchmarks — so expectations are clear and shared.

04
Ongoing Stewardship

Regular monitoring, rebalancing as needed, and clear periodic reporting. You're never left wondering where you stand.

Ready for a different kind of financial relationship?

A no-obligation conversation costs nothing. We'll take a look at your current situation and tell you honestly whether we think we can add value — and how.

Schedule a Free Consultation (310) 541-2567