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Brian Murray, Mba, Cfa® is listed as I Help You Save, Plan & Invest for Retirement | Financial Planning & Wealth Management at NovaDius Wealth Management, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Brian Murray, Mba, Cfa®.
Brian Murray, Mba, Cfa® previously worked as Managing Director at Novadius Wealth Management and Investment Advisor at The Etf Store, Inc.. Brian Murray, Mba, Cfa® holds Mba, Finance from The University Of Kansas.
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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
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Novadius 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.
Overland PARK, KS, US
The 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).
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Brian Murray, Mba, Cfa® works for NovaDius Wealth Management.
Brian Murray, Mba, Cfa® is listed as I Help You Save, Plan & Invest for Retirement | Financial Planning & Wealth Management at NovaDius Wealth Management.
Brian Murray, Mba, Cfa® is based in Kansas City Metropolitan Area, United States, United States while working with NovaDius Wealth Management.
Brian Murray, Mba, Cfa® has worked for Novadius Wealth Management, The Etf Store, Inc., Creative Planning Inc., and Kansas City Life Insurance.
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Brian Murray, Mba, Cfa® holds Mba, Finance from The University Of Kansas.
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