Celebrating 9 Years of Growth, Collaboration and Success

The Story I Forgot to Tell (Part 1 of 2) 

Today, as we celebrate the 9th anniversary of Nelson Murphy Insurance and Investments, we have a story we hope you will want to share with others. 

On this day nine years ago, we bought our practice from our parent firm and designed a new model for our young company. We set out to provide a broader range of services to best serve our clients. During this transition we were able to continue serving each of our existing clients. 

As I reflect on these nine years, I can proudly say we have built the firm I always wanted to be part of since my first year in the business. Although word was slow to spread about the successes we were enjoying; we benefited from something we have never taken for granted, incredible customer loyalty. With a retention rate in the high 90’s, we can proudly state very few clients ever leave our firm.  

Over the years we have expanded our vision and mission while adding remarkable talent, with expertise and depth, to continue improving both our investments and insurance offerings. We are well positioned for the future with not only our veteran team members but new emerging talent as well. Our successful business model has been designed to be there when you need us most.  

I must confess, as we were busy building our business, we did not focus on telling our story along the way. In 2012 we were largely known as an insurance firm; however, even then we had already started a transformation into total financial planning for individuals and families as well as retirement plans for businesses. Today, we have individual clients who have invested $100 million with our firm and an additional $100 million in our business retirement plans division.  

We believed nine years ago we would be able to build our vision through focus, technology, trust, and integrity. Thankfully, you did too. We firmly believe we can always do better, a mindset now an integral part of our culture. We look forward to serving you well into the future. 

To our clients and friends, we want to say Thank You for trusting us to be true to our word and always put you first. Thank you for believing in us! 

Bob Nelson, CLU, FSS 

Managing Partner