Brian Murray, Mba, Cfa® Email and Phone Number
WHAT I DO: I help you save for the future and achieve your retirement goals by seeking to provide best in class financial planning and wealth management.WHO I WORK WITH: People needing help planning and reaching their retirement ambitions.WHY IT WORKS: I use my 25+ years of professional experience managing money combined with diversified investments and state of the art financial planning tools to help you achieve your retirement and savings goals.WHAT MAKES ME DIFFERENT: I have an MBA and I am a CFA Charterholder. From managing multibillion dollar portfolios for large institutions and multimillion dollar portfolios for individuals through market highs and lows (2000 dot.com bubble, 2008 financial crisis, the COVID crisis), I have 25+ years of professional experience to deploy on your behalf. I am a fiduciary. Your financial needs are placed above mine. Integrity and honesty are the highest priority.SERVICES I PROVIDE:📒Rolling over 401k From Previous Job Into an IRA (May Increase Choices and Lower Costs)📊Comprehensive Financial Planning📊Portfolio Management (Asset Allocation, Investment Selection, Tax-Efficient Asset Location, Risk Mitigation, Portfolio Rebalancing)👴🏻Retirement Accounts – Corporate Sponsored (401k, DB Plans, Profit Sharing)👴🏻Personal Retirement Accounts (IRAs, SEP, Simple)💰Wealth Management | Wealth Preservation Planning📈Employee Stock Ownership Plans (ESOPs)👪Estate Planning Consultation📊Financial Risk Management📈Corporate 401k Plan Design👪Life Insurance Planning☂️Risk Management (Life, Property & Casualty, Personal Umbrella, Business Insurance)👨💼Executive Compensation Planning & Consultation 🎓 Saving for College (529s, Coverdell)HOW IT WORKS: A free, no pressure evaluation of your goals, time horizon and unique circumstances. We get to know each other – ask me anything! If you want to work with me, we dig in and figure out how to get you to where you want to be in retirement. Hopefully we have some fun along the way. Don’t worry, I am a professional wealth manager, not an annuity and proprietary product salesman. No minimum account size.READY TO TALK? Connect with me here on LinkedIn, book an appointment here on my online calendar: https://calendly.com/bmurray-advisorman, email me at brianmurray@novadius.com or call me at 913-972-3985, see more www.novadius.com
Novadius Wealth Management
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Managing DirectorNovadius Wealth Management Jun 2022 - PresentNovadius Wealth is a service offering of the ETF Store. We believe the advisor/client relationship should be an intimate, working partnership and not just a once a year “annual review meeting”. Our relationship should be built on integrity, honesty, and striving for professional excellence at all times. This approach is at the core of what we call the “four pillars” of our advisor/client relationship. The four pillars are:*Comprehensive Financial Planning*Customized Investment Management*Client Experience*EducationWe are fiduciaries and we take that responsibility very seriously. As a fiduciary, we are legally obligated to place your financial interests above our own when providing financial and investment advice. We only make recommendations that are in your best interests and exercise the utmost care in doing so. Many advisors are still incentivized to sell you investments that make the most money for their companies or themselves. That is not how we operate. We have no sales quotas or requirements to sell certain investment products…. we only recommend what makes sense for YOUR financial goals and what works best for YOU.To find out how we can best serve you, you can easily set up a no obligation appointment here:https://calendly.com/novadiusTo book an introductory call to find out more about how we work with our clients, please contact me at 913-972-3985 or email at brianmurray@novadius.com
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Investment AdvisorThe Etf Store, Inc. Sep 2020 - PresentOverland Park, Ks, UsThe ETF Store is a fee-based registered investment advisor based in Overland Park, Kansas. The Company provides individual investors with a convenient way to take advantage of the benefits offered by exchange traded funds (ETFs). -
Senior Portfolio ManagerCreative Planning Inc. Sep 2017 - Dec 2019Overland Park, Kansas, Us -
Avp, Senior Portfolio ManagerKansas City Life Insurance Jun 1997 - Sep 2017Kansas City, Mo, Us
Brian Murray, Mba, Cfa® Education Details
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The University Of KansasFinance -
Hofstra UniversityMarketing
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Northport High School
Frequently Asked Questions about Brian Murray, Mba, Cfa®
What company does Brian Murray, Mba, Cfa® work for?
Brian Murray, Mba, Cfa® works for Novadius Wealth Management
What is Brian Murray, Mba, Cfa®'s role at the current company?
Brian Murray, Mba, Cfa®'s current role is I Help You Save, Plan & Invest for Retirement | Financial Planning & Wealth Management.
What schools did Brian Murray, Mba, Cfa® attend?
Brian Murray, Mba, Cfa® attended The University Of Kansas, Hofstra University, Northport High School.
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