Portfolio Management

(0.25% to 1.5% annual fee)

Your portfolio should be a reflection of strategy, not guesswork.

At Murray Growth Advisors, we design investment plans built around your goals, your timeline, and your risk tolerance. Whether you're focused on growth, income, or a strategic balance of both, we create portfolios that adapt as your life and the markets evolve.

Financial Planning

($500 to $5,000 one-time fee)

Financial planning is the foundation of long-term success. As a fiduciary investment adviser, we provide objective, conflict-free guidance designed to align your investments with your goals.

Our planning services include:

• Goal-Based Planning – Clarifying your short- and long-term financial objectives and building a tailored roadmap to pursue them.

• Retirement Readiness – Creating strategies to help ensure you can retire with confidence.

• Cash Flow & Budgeting Guidance – Aligning your income, spending, and savings to maximize long-term growth.

• Investment Strategy Integration – Making sure your financial plan works hand-in-hand with your portfolio.

• Collaboration with Professionals – We coordinate with your CPAs, attorneys, and insurance specialists to ensure all areas of your financial life are working together.

Our role is to simplify complexity, keep your plan adaptable as life changes, and always act in your best interest.