Contact Tim

Murray Financial

13603 Gladwyn Ct

Chantilly, VA 20151

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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.      

Murray Financial, Inc. Documents

Statement of Disclosure and Information
The required document on file with the Commonwealth of Virginia defining Murray Financial, Inc. as a Registered Investment Advisor (RIA) firm.
2 - MFI, Form ADV, Part 2, February 2019[...]
Adobe Acrobat document [354.7 KB]
Confidential Financial Questionnaire
Utilized for initial information gathering and (if needed) more in-depth financial planning data collection.
4-Confidential Financial Questionnaire.p[...]
Adobe Acrobat document [67.8 KB]
Investment Suitability Questionnaire
Used to determine investment allocation strategy and investment suitability.
5 - MFI Investment Suitability Questionn[...]
Adobe Acrobat document [119.1 KB]




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