No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high-quality service while offering advice and executing financial solutions for every stage of life.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 31, 2023
School is out, that means summer internships are starting! I am thrilled to introduce you to the newest interns of 1776 Capital Management Group. Brendan Murphy and Bryce Myers are joining us this summer to explore their interests in financial and wealth management. Brendan is a rising senior at the University of Richmond where he studies Finance and plays on the nationally ranked lacrosse team. Bryce is a rising junior at the University of Pennsylvania where he studies Economics, with a concentration in Finance, and starts at tight end for the Penn Quakers football team.
As a financial advisor, I strongly believe in nurturing young talent and providing them with the invaluable hands-on experience that an internship can provide. Year after year, we hear positive feedback about our program and expect these young men to benefit from the experience as they decide what profession they wish to pursue. Brendan and Bryce already demonstrate qualities of leadership and I am confident they will make significant contributions on our team.
Throughout the summer, they will work with Kathy, Erin, and I to engage in various projects and initiatives that will expose them to the complexities of the financial world. Their fresh perspectives and ideas will undoubtedly enrich our team’s dynamics and help to serve you even better.
I encourage each of you to support and engage with our interns during their experience and help to create an environment that fosters learning and growth.
Please join me in giving a warm welcome to Brendan and Bryce!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Financial Independence
At 1776 CMG, we focus on creating financial independence for our clients by emphasizing people and processes.
1776 and the Fourth of July
Happy Birthday America! Some trivia, facts and fun for the fourth of July
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.