X
CLient Portal

Firm and Team

Our team is experienced and qualified in the domestic AND cross border matters of Australia and the United States.​

Please feel free to contact us to help you reach your financial goals.

Ashley Murphy
GFP (USA/AUS) CFP® AIF®

Founder/Principal

Ashley is a tri-citizen of the USA, Australia, and the UK. In 2013, Ashley founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates. Ashley works with clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way.​ He is also the Founder and President of the Global Financial Planning Institute. The GFP Institute is an organization founded to provide education, community, tools/resources, and ongoing research for fiduciary financial advisors and affiliated professionals worldwide who work with cross border clients.

Kellen Enright
GFP (USA) CFP® EA

Associate Advisor

After earning his bachelor’s degree in Financial Planning from Minnesota State University - Mankato, Kellen Enright joined the Areté Wealth Strategists Australia team in February 2018. Since then, Kellen has successfully completed the FINRA Series 65 exam and attained his Certified Financial Planner®  (CFP) and IRS Enrolled Agent (EA) designations. He looks forward to building his career as a financial advisor and continuing to network and learn about the financial planning industry. Kellen lives with his wife, Jessica, in Prescott, Wisconsin and in his free time, he enjoys golfing, fishing, volunteering, and spending time with family.
More Info

Amy Venegas

Office Manager

Amy is originally from Chicago, IL but now lives just outside of Houston, TX, where she has lived for the past 14 years. Amy earned her Bachelor's degree from Blackburn College, and studied abroad in Wales, UK. Amy has utilized her administrative, leadership and operations expertise in IT, higher education and, now, financial services. Amy enjoys spending time with her two canine kids, Chance and Tyson, as well as the rest of her human family. Amy is also a passionate bachata and salsa dancer.
More Info

Services & Pricing

Wealth Management

USA-centered clients

For clients with $750,000 or more in investable assets, we offer comprehensive financial planning and investment management together in a service package. Service packages scale up to meet your needs depending on the complexity of your situation. Each service package includes a given amount of investable assets (e.g. Ascent includes the first $500K) with a discounted rate that applies to assets over the included amount.

Investment Management Only

AUS-centered clients

For clients who have at least $500K USD of investments and are not seeking a comprehensive wealth management engagement (typically Australian based clients with U.S. investments), we offer investment management as a standalone service offering.

Firm and Founder

Firm

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families’ well-being. We view our success as maximizing your return on life, not simply your return on investment.

As your wealth manager, we would gather information about your liabilities, income sources, expenses, risks, commitments, and values in order to unearth opportunities and help you make better financial decisions.

Founder

Ashley Murphy, GFP (USA/AUS) CFP® AIF®

Ashley has been quoted in the Wall Street Journal and was profiled in Financial Advisor Magazine. From 2014 - 2017, Ashley taught aspiring CFP candidates at UC Berkeley Extension and Golden Gate University. Presently, he is a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the FPA and a regular conference speaker. He was awarded the CFP® designation in 2012 and voted Secretary of FPA NexGen the same year. Ashley is currently undertaking CFP® studies in Australia which will make him one of the only financial advisors qualified in both countries when completed.

Ashley is a tri-citizen of the USA, Australia and the UK. In 2005, he ventured to the United States to pursue his dreams in the San Francisco Bay Area. Ashley’s undergraduate studies at the University of Queensland (Brisbane, Australia) were  in Business Management and Management Information Systems.

Ashley has long felt a passion for financial planning and investment management. While at university he founded and grew an investment club to over 300 members. Following college, he co-founded a start-up management consulting/reporting company and was a finalist in the UQ ENTERPRIZE competition.

Ashley worked for several large companies, including Visa, Babcock and Brown and VWR International as a corporate financial analyst. He began the transition to financial planning in 2008 and in 2009, completed the first level of the Chartered Financial Analyst (CFA) designation. In 2010, Ashley was named runner-up ‘Student of the Year’ in the UC Berkeley Extension’s Personal Financial Planning program and won a number of scholarships.Spurning offers from major ‘wirehouse’ banks, Ashley chose to learn the business from the ground up and worked at David White and Associates (DWA) as a paraplanner.

He supported 16 financial advisors with their financial plans, insurance/annuity illustrations and custom client analyses. In 2013, Ashley founded Arete Wealth Strategists as a state Registered Investment Advisor (RIA).

Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading, world travel, architecture & renewable energy.

Knowledge & Expertise

Licenses and Credentials

  • CFP® - Certified Financial Planner (Completed by Ashley in 2012 and Kellen in 2021)
  • AIF® - Accredited Investment Fiduciary (Completed by Ashley in 2017)
  • GFP (USA/AUS) - Global Financial Planner (Completed by Ashley in 2019 and Kellen in 2021)
  • EA - Enrolled Agent (Completed by Kellen in 2021)

Education

Ongoing Education

  • Ashley is currently undertaking CFP® studies in Australia, which will make him one of the only financial advisors qualified in both countries when completed.
  • CFP® professionals are required to complete 30 credit hours of continuing education (CE) each reporting period: 2 hours of CFP Board-approved Ethics CE and 28 hours of General CE.
  • Enrolled agents must obtain 72 hours of continuing education every three years. A minimum of 16 hours must be earned per year, two of which must be on ethics. Enrolled agents must use an IRS approved CE provider.
  • NAPFA members must complete 60 CE’s in the two-year CE cycle, with the option to report 58 CE’s in any Core or Elective Area subject(s) with no CE minimums or maximums; at least 32 of these CE’s must still come from approved sources. An approved 2-CE Ethics course also remains mandatory.
Leadership and Affiliations

We believe it is important to be involved in our professional community in order to help promote fee-only, fiduciary financial advice as a true profession. Additionally, we think it is equally important to illuminate the differences between the modern fee-for-advice service model and the antiquated “financial services” sales career that is still very prevalent today.

Leadership

Ashley has been quoted in the Wall Street Journal and was profiled in Financial Advisor Magazine. From 2014 - 2017, Ashley taught aspiring CFP candidates at UC Berkeley Extension and Golden Gate University. Presently, he is a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the FPA and a regular conference speaker. He was awarded the CFP® designation in 2012 and voted Secretary of FPA NexGen the same year.

Affiliations

Ashley Murphy is the founder of the Global Financial Planning Institute

Formed in 2020, the Global Financial Planning Institute exists to serve the educational, resource and networking needs of financial planners, wealth managers, private bankers, CPA/accountants, attorneys, insurance professionals, human resource executives, and other business advisors, working with expatriate clients in the US and Americans abroad.

Ashley Murphy and Kellen Enright hold the Certified Financial Planner® designation

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Kellen Enright is an Enrolled Agent

An enrolled agent has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Ashley Murphy is a NAPFA registered financial advisor

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Ashley Murphy is a member of the XY Planning Network

The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Ashley Murphy is a member of the AICPA

The Association of International Certified Professional Accountants® (AICPA) empowers the world’s most highly-skilled accountants – CPAs and CGMA designation holders – with the knowledge, insight and foresight to meet today’s demands and tomorrow’s challenges.

Join our Newsletter for Financial News and insights
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Investment advisory services offered through Arete Wealth Strategists, a Securities and Exchange Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota, California and in other jurisdictions where registered or exempted.
Click here to read our Form Client Relationship Summary