Investment Advice

Investment advice is the primary reason that clients seek help from financial planners. Advice in this area can range from a simple review of an individual's 401(k) allocation, which would be on an hourly basis, to a complete fee-based asset allocation of all retirement, non-qualified, and college savings accounts.


There are three requirements for successful investing:

  1. Knowledge of investment strategies and the financial markets.
  2. Willingness to dedicate the time required to gain the knowledge necessary to design and implement an investment strategy, with regular rebalancing.
  3. The motivation to do steps 1 and 2 on a consistent basis.

Even if you have mastered the three requirements above, there is one more issue that is difficult to control. Your emotions! Studies of investor behavior consistently show that most investors act irrationally with their investments - selling low in a panic or buying high when the markets are doing well. Most individual investment enthusiasts behave this way. The cost of this "hobby" can be very high.


As a Registered Investment Advisory (RIA) firm, Murray Financial, Inc. provides the three requirements listed above, to insulate you from your investment emotions, and will assist you with all your investment planning needs.

MFI has chosen Fidelity Investments as the custodian for our clients' retirement portfolios. Client's College Savings 529 accounts are held at American Funds.


Click Here to Login to Fidelity's Client Website:

Click Here to Login to American Funds Client Website American Funds

For more information, contact Tim Murray, CFP

703-810-8424 or

Contact Tim

Murray Financial

13603 Gladwyn Ct

Chantilly, VA 20151

View Map







External Links

Tim's Investment Advice - in a nutshell...

 "Own Everything" via a well-diversified investment portfolio consisting of low-cost, index based funds with low trading costs, and rebalance as warranted.      

Print Print | Sitemap
© Murray Financial, Inc