Sheridan Murphy began his own firm in 2020 in Ohio during the height of the pandemic, and recently rebranded the business to Modern Wealth Methods after moving his headquarters to Tampa, Florida. Licensed to work with clients across America, today’s technology makes Sheridan and Modern Wealth Methods easily accessible and unbound by geographic limitations. As an IAR (independent advisor representative), Sheridan chose to be independent, which means freedom from any one particular financial institution.

Sheridan works closely with entrepreneurs and business owners, understanding the unique financial considerations that come with running a business and incorporating those factors into thoughtful financial planning.

Being an independent firm means that at Modern Wealth Methods, we can be objective, unbiased, and focused on our clients’ best interests when it comes to plans and recommendations, and we have access to a universe of strategies and products rather than just a limited list. As an IAR, Sheridan wanted to choose an RIA (registered investment advisory) firm that matched his vision, so with his typical entrepreneurial spirit, instead of just joining he decided to help shape one. He is one of the 13 original founding partners of his RIA, United Advisor Group.

Often small business owners need help with setting up a company retirement plan, be it a SEP IRA or other plan that makes sense for them. We help entrepreneurs look at their overall management fees, business structure, tax mitigation possibilities, and more. We understand the issues and work closely with CPAs to complete proper forms and paperwork when needed. Of course, we also help our clients with a full range of financial planning strategies for their personal goals, whether short-, mid-, or long-term, including home purchase, college, vacation homes, retirement, legacy, charitable giving & more.