A complete list of active advisors currently associated with Murray Financial Advisors LLC

Warmer can help you find a great advisor at Murray Financial Advisors LLC or one who fits your needs even better.

Murray Financial Advisors, LLC provides personalized financial planning, investment management, consulting, and income tax preparation to individuals, families, related entities, trusts, estates and small businesses. The firm operates on a fee-only model and does not accept commissions; client assets are held by independent custodians rather than by the firm. The firm emphasizes strategic asset allocation implemented through a mix of actively- and passively-managed mutual funds, ETFs, and select individual equities, with portfolios tailored to each client’s objectives and risk tolerance and reviewed at least quarterly. Murray Financial Advisors offers both discretionary and nondiscretionary services and, as of December 31, 2025, managed approximately $65.1 million on a discretionary basis for about 52 client households. What distinguishes the firm from many peers is the integration of tax services with advisory work: the principal holds CPA and CFP credentials, a Master of Science in Taxation, and the brochure explicitly describes income tax preparation and tax-planning as offered services. The firm documents formal compliance practices — including a Code of Ethics, quarterly reviews of employee trading, and a business continuity plan — and notes that the principal is the primary provider of advisory services.

To learn more about the advisors currently working at Murray Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.