MURRAY FINANCIAL GROUP, INC.

Overview

Murray Financial Group, Inc. operates primarily as an insurance broker that also provides financial planning, pension consulting and selection-of-other-advisers services. The firm is organized as a corporation with individual ownership and is classified in registries as Unclassified. It reports a multi-fee approach — hourly charges, fixed fees, commissions and other fee arrangements — which supports serving a mix of project-based planning work and transaction-driven insurance or annuity sales. The firm identifies itself as a capital allocator, indicating it can place client capital with third-party managers or external vehicles. It does not present itself as an active ESG investor and is not set up as a multi-state adviser. The adviser is not newly formed.

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Location & Offices