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Our Firm

Empowering Your Financial Future

Since our founding in 2006, Murphree Investment Group has grown into a premier financial services firm, distinguished by our comprehensive expertise and unwavering commitment to client success.

Headquartered in Lake Forest, Illinois, with a global perspective, we deliver tailored solutions that empower individuals, families, and businesses to achieve their financial and strategic aspirations. Our mission is to provide innovative, results-driven strategies that secure lasting prosperity while aligning with your unique vision and values.

Our Expertise

Murphree Investment Group offers a full spectrum of financial services, seamlessly integrating our capabilities to meet your needs:


Private Wealth

Crafting diversified portfolios to optimize returns and manage risk.


Investment Banking

Providing strategic advisory for mergers, acquisitions, and capital raising.


Venture Capital

Fueling innovation by investing in high-potential startups and growth-stage companies.


Business Consulting

Driving operational efficiency, digital transformation, and strategic growth.


Family Office Solutions

Delivering holistic wealth management for multi generational success.


Private Banking

Offering bespoke financial solutions for high-net-worth  individuals and institutions.

Our integrated approach ensures that every solution is customized, leveraging our deep industry knowledge and proprietary research to deliver measurable outcomes.

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Our Commitment

At Murphree Investment Group, integrity, transparency, and excellence are the cornerstones of our practice. Our team of seasoned professionals—including financial advisors, CPAs, estate planning experts, and corporate attorneys—bring unparalleled expertise to every client relationship.

We are dedicated to:

  • Client-Centric Partnerships: Building trust-based relationships by prioritizing your goals and values.

  • Innovative Strategies: Utilizing rigorous research and cutting-edge insights to navigate complex markets.

  • Holistic Solutions: Aligning financial, operational, and legacy planning to create lasting impact.

We take pride in our ability to understand your unique needs, whether you’re an individual planning for retirement, a family preserving generational wealth, or a business pursuing growth and resilience. Our global network and localized expertise enable us to deliver solutions that are both forward-thinking and grounded in practical results.

Why Murphree Investment Group?

Proven Track Record

Nearly two decades of delivering exceptional outcomes since 2006.

Trusted Expertise

A multidisciplinary team with deep financial and strategic acumen.

Global Reach, Personal Touch

Combining worldwide insights with personalized service.

Commitment to Excellence

A passion for empowering clients with confidence and clarity.


Partner with Us 

Murphree Investment Group is more than a financial services provider—we are your trusted partner in building a stronger, more secure future. Whether you’re seeking to grow your wealth, optimize your business, or secure your legacy, we are here to guide you every step of the way.

Contact Us

James Murphree

Founder, CEO, and Chief Economist, Murphree Investment Group

James Murphree is the visionary founder, CEO, and Chief Economist of Murphree Investment Group, a distinguished asset management, investment banking, and venture capital firm established in 2006. With a career deeply rooted in financial innovation and strategic leadership, James has become a trusted authority in economic forecasting, asset management, investment banking, and venture capital.

Beginning his career at MidAmerica Bank, James played a pivotal role in expanding the institution’s footprint into the asset management sector. His strategic foresight and expertise laid the foundation for his entrepreneurial journey, leading to the creation of Murphree Investment Group. Under his leadership, the firm has grown into a dynamic force in the financial industry, offering tailored solutions to clients ranging from individual investors to global corporations.

Renowned for his ability to navigate complex, high-stakes environments, James has advised Fortune 500 companies on operational excellence and strategic growth. His thought leadership is evident in his influential white papers, which explore critical intersections of economics, technology, and geopolitics. This forward-thinking approach to corporate strategy and sustainability has positioned him as a thought leader in driving transformative change within major industries. As a sought after speaker, he has delivered keynote addresses to leading corporations, sharing actionable insights on optimizing business performance in an ever evolving global landscape.

Beyond his role at Murphree Investment Group, James serves on the board of directors for several prominent organizations. These positions underscore a commitment to guiding strategic direction and promoting innovation across various sectors. Furthermore, he is a respected mentor to up and coming leaders in finance and technology, actively participating in initiatives that advance sustainable economic growth and global collaboration.

James' expertise is complemented by his commitment to fostering innovation and delivering measurable results for clients. His leadership at Murphree Investment Group continues to shape the future of finance, seamlessly integrating rigorous economic analysis with a passion for creating value.