Helping you plan for a better retirement

The Murray Group Jonathan Palmer Murray, Brian Doak, Jason Lowy, Nicholas J. Barbieri, Palmer David Murray, Laura Ann Diamond, Wendy S. Haughwout, Michele L. Burch-Lippincott, Colby Allen Buss, Jason Brian Connor, Kevin R. Bell

The Murray Group


phone

410-771-3270
800-582-7964



phone

855-211-8392





address

307 International Circle
Suite 440
Hunt Valley, MD 21031



Retirement may be a milestone you’re looking forward to, but getting there takes planning. And the closer you get to retirement age, the more important your planning strategy becomes. Because you may live 30 years or more after you stop working, you can’t rely solely on your company pension or Social Security to provide the funding you’ll need.

No matter where you are in the process, The Murray Group can guide you through each important stage of planning for your retirement. Pursuing your funding goals can help you feel more confident and comfortable in the new life that you and your family will start—after work.

Are you retirement ready?

Contact us for a complimentary retirement assessment.

Our experience...

Our planning advice...

Our investment approach...

...builds retirement confidence

For nearly 30 years, Jonathan Murray and his team have worked closely with successful individuals and families, helping them plan for the future. They have benefitted from Jonathan’s clear understanding of what retirement really means—transitioning from a lifetime of hard work, providing for family and planning for a reliable income stream that enables you to do the things you finally have the time to do.

...looks at your complete financial picture

The Murray Group looks beyond your investing needs and provides advice to help you manage all the priorities in your financial world. Using the UBS Financial Goal Analysis (FGA) tool, we begin our disciplined planning process, which provides the insights we need to create your personal financial road map for the future. We can also coordinate with your attorneys, accountants or other advisors to ensure a well-aligned strategy.

...focuses on stability and growth

You need a target return that reflects your specific needs and goals. That’s why our strategy is based on prudent, time-tested principles: Be diversified, use proper asset allocation and don’t chase momentum. It’s important to stick to your customized financial plan, and try to control emotional decision-making.

We strive for growth over time, not overnight. Informed by the insights of UBS CIO Americas, Wealth Management research, as well as those of leading money managers, our focus is to generate a stable, growing income stream that can keep up with the rising cost of living. What’s more, working with our team, you can be confident that our recommended strategies are properly developed, implemented, and monitored according to both legal and ethical obligations.


The Murray Group has been recognized as an industry leader

Jonathan Murray

  • Forbes Best-in-State Wealth Advisors, 2019
  • Financial Times Top 400 Advisers, 2016 – 2018
  • Barron’s Top 1,200 Financial Advisors, 2014 – 2018
  • Barron’s Top 1,000 Financial Advisors, 2009 – 2013

Jason Lowy

  • Financial Times Top 401 Retirement Plan Advisors, 2019
  • UBS Top 35 Under 35 Financial Advisors, 2016
  • Forbes America’s Top Next Generation Wealth Advisors, 2018, 2019

Nick Barbieri

  • Forbes America’s Top Next Generation Wealth Advisors, 2018, 2019

Brian Doak

  • Forbes Best-in-State Wealth Advisors, Maryland, 2019



Insights

Art Cashin on the markets

Art Cashin on the markets

Planning for the future

Planning for the future