Additional information

Mission statement:

Our mission is to provide clients with comprehensive, personalized, and responsive service with unbiased recommendations that are customized based on the unique needs of each individual. Our level of service focuses on long-term relationships and a strategic management approach based on a client’s risk tolerance, tax circumstance, and time horizon. Our goal is to develop and implement strategies that help our clients reach their major financial goals and, as a result, provide financial peace of mind.

Profile:

Murray Financial, Inc. is dedicated to assisting clients on either an hourly or fee-basis in the following areas:
· Comprehensive Financial Planning
· Investment Advice
· Tax Return Preparation
· Tax Planning
· Retirement Planning
· College Savings
· Health, Disability, Life, and Long-term Care Insurance
· Divorce Financial Analysis
· Estate Planning

Overview:

Murray Financial, Inc. (MFI) is an independent, hourly and fee-based Registered Investment Advisory (RIA) firm registered in the Commonwealth of Virginia. MFI is dedicated to comprehensive financial planning but also assists clients with modular planning in specific areas. Portfolio management is provided by utilizing Fidelity Investments as an asset custodian. Our goal is to develop and implement strategies that help our client's reach their major financial goals and, as a result, provide financial peace of mind.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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