51 countries
Our global footprint
Our clients and their families have unique needs and goals: some merely desire a comfortable retirement while others seek to leave significant legacies. For decades, our team has partnered with high net worth individuals and multi-generational families to help them articulate, hone, and achieve these goals.
We consider our clients our partners, and we pride ourselves on the relationships we forge with them. After we discover their personal needs through our customized financial planning process, we partner with the world’s largest wealth manager, UBS, to build non-proprietary investment solutions.
At The Murray Group, we deliver personalized financial solutions by understanding what matters most to you.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
CPWA
Financial Advisor
Chartered Retirement Planning Counselor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Team Administrator
Associate Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Client Associate
Registered Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
CPWA
Financial Advisor
Chartered Retirement Planning Counselor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Team Administrator
Associate Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Client Associate
Registered Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The Barron's rating is an annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
51 countries
Our global footprint
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
Each member of The Murray Group has their own focus and responsibilities. To ensure you know the appropriate contact for each request, check out our contact sheet.
