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Our History/Philosophy

Established in 1995, Murray Financial Group & The Retirement Planning Center of Maryland is an independent, fee-based Registered Investment Advisor firm. Based in Frederick, Maryland, our financial planning firm specializes in wealth management, investment and retirement income strategies, and focuses on the creation and protection of wealth and assets through the use of insurance and investment products.

At Murray Financial Group & The Retirement Planning Center of Maryland, we provide the latest in financial technology for our clients. We have a host of financial resources with a range of expertise available to assist us in providing the best possible service to our clientele. Our firm offers the exclusive Financial Protector® process to help ensure that our clients receive the highest level of strategies, service and communication when managing their assets. We are dedicated to building long-term, personal relationships with people who are seeking a disciplined, long-term financial strategy.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Murray Financial Group & The Retirement Planning Center of Maryland, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professionals prior to implementation. Fee-based financial planning, investment advisory services and insurance services are offered by Murray Financial Group & The Retirement Planning Center of Maryland, a Registered Investment Advisor. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell insurance and annuity products, nor investment advisory services to any residents of any state other than the state of Maryland or where otherwise legally permitted.

 

 

 

ADV Part 2A & 2B | Privacy Policy Notice

Murray Financial Group & The Retirement Planning Center of Maryland Privacy Policy. Terms & Conditions.
*Insurance and annuity product guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.