Our mission is to help you reduce fear about your financial future so you can worry less and enjoy life more. Thoughtful financial planning and honest discussions about risk to help you make wise decisions about your future. An experienced and disciplined financial advisor can help you navigate a successful financial future by employing tactics designed to detect the risks and obstacles that pose threats to your desired goals.
With over 27 years of experience providing disciplined and prudent advice, we help our clients to identify and navigate a well charted course through the ocean of financial decisions which life presents. As a fiduciary financial advisor we have a duty to put your needs and goals ahead of our own and do so completely free of commission incentives.
With over 27 years of experience providing disciplined and prudent advice, we help our clients to identify and navigate a well charted course through the ocean of financial decisions which life presents. As a fiduciary financial advisor we have a duty to put your needs and goals ahead of our own and do so completely free of commission incentives.
Services
First and foremost, Murray Financial Services is a non-commission fiduciary financial advisory firm. This means that you can trust that we are only acting in your best interest. Many investors and new clients don't realize there are two very different standards for financial professionals.
As a fiduciary we are required by law to act in your best interest, while non-fiduciary financial professionals are only required by law to abide by fair dealing standards.This is a huge distinction that we take very seriously. Some financial professionals guide their clients based on commission incentives from products and investments provided to you.
As a fiduciary we are required by law to act in your best interest, while non-fiduciary financial professionals are only required by law to abide by fair dealing standards.This is a huge distinction that we take very seriously. Some financial professionals guide their clients based on commission incentives from products and investments provided to you.
I have always been someone who feels a duty to help others. My decision to become a financial advisor was made many years ago while I was discussing possible career paths with a family friend as we drove through the Nevada desert on our way home from a Montana fly fishing trip. He suggested that I become a financial advisor because I was honest, cared about people and was good at communicating with others.
Most individuals never experience the benefits of comprehensive financial services. When we begin a new relationship with a client, it is paramount that we understand your current financial situation and your future goals. Only after we understand your needs and goals can do we discuss our evidence-based investment philosophy, which is supported by decades of empirical research by Nobel Prize Winning Economists.
Welcome to our secure online access client links to your accounts. As a client of Murray Financial Services, we truly care about your finances as if they were our own. As a result, the long-term success of your financial goals is our dedication to you. You can rest assured that we are always on top of your accounts, yet you can access them anytime you like.
A well-crafted plan inspires confidence. Through working closely together, we must develop a big picture understanding of where you are now with your finances. That's step one. Only after understanding of where you are can we then examine the available options to your situation, and create a strategy for your financial goals.
Reviews (3)
Celeste Shults
Jun 15, 2021
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Allan Marshall
Mar 28, 2021
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My complementary phone appointment with Kevin Murray was extremely valuable for myself, family and my business; Pleasant Place care facility for Elders (RCFE). He was totally transparent in advising me of costs for his services and provided fantastic advice that I could utilize immediately. He helped me develop personal and professional goals that are reasonable and valuable.
His advice will help me get to a point where his services will become mutually beneficial and I'm looking forward to doing business with Kevin in the near future.
His advice will help me get to a point where his services will become mutually beneficial and I'm looking forward to doing business with Kevin in the near future.
Pk Solutions
Mar 20, 2021
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