Cassidy Murphy

Cassidy Murphy leads financial planning at FFG, partnering with advisors and clients to turn complex decisions into a clear, actionable plan. Her work spans the full picture, investments, tax strategy, retirement, charitable giving, and long-term wealth transfer, translating technical analysis into advice you can actually use.

She began her career in the military, an experience that shaped a disciplined, methodical approach to problem-solving. She then moved into financial services with Merrill Lynch before working with independent RIAs and a fintech startup. That range made her a self-described “technical translator,” helping clients think through trade-offs, uncertainty, and second-order effects in a structured way.