Joe was born and raised in Philadelphia, Pennsylvania, and is a graduate of the U.S. Naval Academy. Upon graduation, Joe served for five years as an officer in the U.S. Marine Corps. Following his time in the service, Joe spent eight years working in mid- and senior-level management positions with two different Fortune 500 companies: American Express and Dun & Bradstreet.
In 1997, Joe joined American Express Financial Advisors which is where he met his business partner, Dan Murphy. Joe and Dan left American Express in 2009 to form Murphy Matza Wealth Management.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Fund Specialist® with more than 30 years of experience, Joe won't say that he's seen it all, but he knows he's seen some of the best and worst times that the markets can send his way. He believes those experiences have taught him invaluable lessons that make him a better advisor today than he has ever been.
Joe and his wife, Mary, have been married for nearly 40 years! They live in Cary, North Carolina and have a second home at Emerald Isle, North Carolina. Joe and Mary enjoy traveling, hiking, reading, watching Carolina Hurricanes hockey, and spending time at the beach with family and friends! Joe and Mary attend Holy Name of Jesus Cathedral in Raleigh and they are also active in several of the programs that minister to the homeless of the Raleigh area. They also support and work with several veteran-related charities.
A fun fact about Joe is that while he and Mary do not have any pets of their own, they are frequently “adopted” by their neighbor’s cats who spend time hanging out with them in their home.
Joe is proud to have been recognized as a Summit Club advisor for 2023—a distinction based on annual production that places him among the top 18 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.