Helping you live with financial confidence.

Our mission is to help you reduce fear about your financial future so you can worry less and enjoy life more.

A Local Financial Advisor You Can Trust.

Thoughtful financial planning and honest discussions about risk to help you make wise decisions about your future.

CHARTING YOUR FINANCIAL 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.
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OUR PROCESS

Paramount to a successful journey is the coordination of planning and execution. Your financial odyssey is no different, and a lack of planning and execution often results in fear, anxiety and regret.
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discovery

Successful relationships are built on a foundation of understanding and trust.

Investor Education

Investor education has always been at the forefront of a successful investment experience.

Portfolio Design

We provide you with a recommended strategy in which your portfolio is diversified across a range of asset classes.

Monitoring

Your portfolio is reviewed on a regular basis to keep the asset allocation in line with the predetermined goals and objectives.
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Take advantage of our useful tools to analyze your investment risk tolerance and to determine if you are on course to achieve the financial future of your dreams.

LEARN MORE ABOUT OUR FINANCIAL SERVICES

financial planning

A well-crafted financial plan can help to reduce fears of an uncertain financial future so you can worry less and enjoy life more. First, we will work together to gain an understanding of your current financial picture. Then we will develop a set of strategies designed to help you to live the life of your dreams.
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investment strategy

Our process of constructing investment portfolios begins with an understanding that there is a direct relationship between risk and return. From that understanding we build portfolios which hold a broad range of diverse asset classes, and are balanced against each client’s unique tolerance for risk.
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asset management

A relationship with Murray Financial Services is like having a private CFO who acts as an independent trusted fiduciary. We seek to provide unparalleled service and true peace of mind regarding your financial security and all of your asset management.
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Kevin Murray - Financial Advisor

Are you looking for a trustworthy finanical advisor near you?

Kevin I. Murray

140 Yellowstone Drive
Suite 100
Chico, CA 95973

(530) 896-5484

NEWS AND UPDATES

As your local financial advisor, Murray Financial Services provides these weekly and quarterly market reports so that our client can have a better understanding of how the markets are continually changing.
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