The Moment Everything Changed
WHY TRUECLARITY WEALTH EXISTS
Around four years ago, I began noticing a consistent theme in my conversations.
People were looking for help making sense of their financial lives: understanding their monthly cash flow, navigating debt, or determining whether they were on track for retirement. After listening to their concerns, it became clear that gaining clarity often came before deciding whether a product or solution made sense.
I wanted to create a space where clients could receive education, thoughtful planning, and support in making informed decisions at their own pace. A place where conversations were collaborative and long-term goals remained at the center.
That’s how TrueClarity Wealth began.
Your Goals Guide the Process
We start by learning about your life, values, and financial objectives. Together, we outline a plan to help you move forward. If appropriate, we may discuss financial products as part of the overall strategy, but they’re considered only within the context of your broader plan.
We're Transparent About How We Work
Part of my process is helping you understand how advice and implementation are compensated.
We’ll talk through fees upfront, and if financial solutions are considered, we’ll review costs together so you can make informed, comfortable decisions.
We Focus on Cash Flow and Protection First
Before discussing investments, we start by helping you understand how your cash flow supports your goals. We also review protection strategies that may help reduce financial risk. Once those areas are addressed, we can explore growth-focused strategies as appropriate.
We Stay by Your Side
This isn't a "set it and forget it" relationship. We meet regularly - reviewing progress, adjusting strategies, and keeping you accountable to your goals. Some of my closest relationships have become clients because we're genuinely invested in each other's success.
We Hold You Accountable
A plan is only valuable if you actually follow it. My job isn't just to tell you what to do, it's to help you do it. That means checking in, following up, and making sure the important things don't fall through the cracks.
Founder & Financial Planner
MEET JAKE MURPHY
I’m Jake Murphy, Founder of TrueClarity Wealth. My goal is to offer clear, educational guidance that helps people feel more organized and confident in their financial decision-making.
Over the past four years, I’ve worked with clients in a variety of situations: from business owners looking to address debt and taxes, to pre-retirees evaluating their readiness, to medical professionals seeking greater alignment between their spending, saving, and long-term goals.
My Background
I'm a graduate of West Chester University with a bachelor's degree in Communication Studies. I hold my life and health insurance license, along with my Series 6, 63, 65, and 7 securities licenses. I've also earned the FSCP designation from the American College of Financial Services, and I'm always continuing my education to stay current on the best strategies for my clients.
Beyond the Office
I was born and raised in Northeast Philadelphia, and I'm a big Philly sports guy. Outside of work, I love running, basketball, golfing, working out, and reading. I'm also passionate about exploring new restaurants and traveling with my fiancée, Valerie.
Additionally, I serve as a board member for the nonprofit Avery's Hope, which is close to my heart and allows me to give back to the community in a meaningful way.
Why I Do This Work
A few years ago, I met a couple who felt overwhelmed by debt. Although they were earning a solid income, they weren’t sure how to structure their spending and saving in a way that supported their long-term goals.
We sat down to review where their money was going and explored strategies to help them make progress. As we worked through their options, they expressed how encouraging it felt to have a plan they could follow together.
That experience reinforced something important for me: real financial planning is about education, clarity, and collaboration. It’s about helping people understand the choices available so they can move forward with greater confidence.
Integrity
We take the time to learn what matters most to you and share guidance designed to help you make informed decisions.
Transparency
You'll always know how we're paid, what we're recommending, and why. No fine print. No hidden agendas.
Education
We believe in empowering you with knowledge. You should understand your financial plan - not just trust that we know what we're doing.
Empathy
Your financial situation is personal. We listen, we understand, and we meet you where you are - not where we think you should be.
Accountability
We hold ourselves accountable to deliver great work - and we hold you accountable to follow through on the strategies we build together. Real progress requires partnership.