Our Firm

Our sister firm, Apple Tree Financial Group was founded by William Murphy over 40 years ago after his service in Vietnam and has evolved from humble beginnings in the basement of his Lake Avenue house. Initially offering tax and accounting services, William later expanded into investments. In 2006, Managing Partner Keith Layman merged his investment practice he began in August of 2000 with Bill's tax, accounting, and investment practice. The desire to grow Apple Tree Financial Group prompted the recruitment of Managing Partner Joseph Wiegand in 2010. Shortly thereafter, in 2012, Bill retired to enjoy his well-deserved leisure and pursue his passion for golf in the sunshine state.

Under the leadership of Keith and Joe, our practice experienced rapid growth through client referrals and strategic acquisitions. In 2019, Keith and Joe felt called by the Holy Spirit to focus on managing investments in a Biblical way to help God’s people steward the resources God has blessed them with. With this Kingdom-focused investment management calling, Keith and Joe decided to separate the investment management from the tax and accounting practice (Apple Tree Financial Group) in 2021 by becoming fee based fiduciaries for clients and registering with the State of Indiana. Our fiscal advice is for believers and non-believers alike and we have investment strategies for everyone. We are truly blessed to have the opportunity to help individuals make the most of the blessings bestowed upon them by God.