For content creators & entrepreneurs
Financial planning for the business beyond your content.
Sheridan Murphy, CFP® · President, Modern Wealth Methods · Host of Monetized
Monetized with Sheridan Murphy
Conversations about creators, their businesses, and the life behind the content.
Meet the people behind the platforms and get to know Sheridan’s perspective on business, money, and what comes next.
”My mission is to help creators and entrepreneurs turn the success they’re building today into greater financial confidence and more choices for the future.
Sheridan MurphyPresident
Your content is your business. Your financial plan should reflect that.
Modern Wealth Methods helps content creators and entrepreneurs connect their income, business decisions, and personal goals through financial planning tailored to their lives.
Led by Sheridan Murphy, CFP®, we bring together financial planning, investment management, insurance strategies, and coordination with your CPA—or professionals in our network—according to your needs.
About Modern Wealth Methods
Founded by Sheridan Murphy, CFP®, in 2020, Modern Wealth Methods is based in Tampa, Florida, and serves content creators, entrepreneurs, and business owners.
We build ongoing relationships that connect business decisions with personal financial goals. Whether you’re growing your income, navigating change, or planning your next chapter, our work begins with understanding your circumstances and what matters to you.
Sheridan is President of Modern Wealth Methods and is affiliated with United Advisor Group.
Building a creator business can mean managing changing income, multiple revenue streams, and decisions that affect both your work and your personal life. Your financial plan should account for those connections.
Sheridan works with you to identify priorities and bring together the services that fit your circumstances—from financial planning and investment management to insurance strategies and coordination with your CPA or other professionals.
The relationship starts with a conversation about where you are today, what you’re building, and what you want your success to make possible.
Sheridan P. Murphy, CFP®
President
Sheridan P. Murphy, CFP®, is President of Modern Wealth Methods and host of Monetized with Sheridan Murphy. He works with content creators, entrepreneurs, and business owners to connect their business success with their personal financial goals.
After earning his bachelor’s degree in business economics, Sheridan worked at Fidelity Investments before establishing his own firm in 2020. His approach centers on ongoing relationships and financial planning shaped around each client’s circumstances.
Through Monetized, Sheridan brings a financial planner’s perspective to candid conversations with creators about their businesses, ambitions, and life beyond the content.
Dedicated To
Serving Creators & Entrepreneurs
Your business and personal finances are connected. We help content creators and entrepreneurs bring those pieces together—from managing changing income and evaluating investments to planning for retirement and other personal goals.
Depending on your needs, we coordinate with your existing CPA, attorney, and other advisors, or introduce professionals from our network. Financial planning, investment management, and insurance strategies can work together or address specific priorities as your circumstances evolve.
Creator businesses take many forms, from social media and subscription platforms to sponsorships and independent ventures. We welcome conversations about how you earn, what you’re building, and the financial questions that come with it.
Together, we can address priorities such as cash flow, retirement savings, investment decisions, insurance needs, and tax planning in coordination with your CPA. Your plan can also include personal milestones—buying a home, supporting family, giving to causes you care about, or preparing for a career transition.
- Financial planning
- Cash flow planning
- Retirement planning
- Investment management
- Insurance strategies
- Tax planning coordination with your CPA
- Education savings planning
- Estate planning coordination with your attorney
- Legacy planning
- Family financial goals
- Charitable giving
- Special needs planning considerations
- Home purchases and other major goals
Blog, News, & Information
How Can I Maximize My Mid-Year Tax Deductions?
How Can I Maximize My Mid-Year Tax Deductions?
Don’t Take The Bait: How To Spot A Phishing Scam Before It’s Too Late
Don’t Take The Bait: How To Spot A Phishing Scam Before It’s Too Late
10 Things You Need to Know About Retirement
10 Things You Need to Know About Retirement
Why Getting Outdoors Belongs in Your Retirement Plan
Why Getting Outdoors Belongs in Your Retirement Plan
Wealth Preservation Through Generations
Wealth Preservation Through Generations
Educational Resources
It’s our goal to make complex concepts simple to understand so that you can thrive in your business and personal life. Our whitepapers are designed to help you learn more about the basics when it comes to financial and retirement issues. Please download and review these whitepapers at your leisure, and feel free to contact us if you have any questions about what you’ve read!
Contact Us
To reach Modern Wealth Methods, please schedule an appointment online, or fill out this form and we will get back to you as soon as possible.
4920 W Cypress St
STE 104-1
Tampa, FL 33607
