Pinnacle Investments
43yrs
Top advisor by experience in Beverly
13yrs
Based in Beverly, Massachusetts, Robert Murphy is a fiduciary financial advisor with 13 years of industry experience. Robert joined Bluedoor Private Wealth in 2025, after eight years at Little House Capital and five years at East Coast Asset Management. Bluedoor Private Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 111 advisors with offices in Beverly, and one of 98 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office50 Dunham Ridge Suite 1250, Beverly, MA 01915
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.47 million
Advisors at the firm5
States licensed ?1 state
Services through Bluedoor Private Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowBluedoor Private Wealth, LLCCurrent firm
- 2017 – 2026Little House Capital, LLCPreviously
- 2013 – 2018East Coast Asset Management, LLCPreviously
Contact Robert
(781) 810-4604Bluedoor Private Wealth main office 50 Dunham Ridge Suite 1250Beverly, MA 01915Office · Get directions Firm websitewww.bluedoorprivate.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Bluedoor Private Wealth at (781) 810-4604 and ask for Robert Murphy. Robert works from the Beverly, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Bluedoor Private Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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