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, with Suppl, a[...]
Adobe Acrobat document [359.7 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]

 

 

 

Client Engagement Agreement and Privacy Policy - Please send an email to TimMurray@MurrayFinancial.com to request a copy. 

Contact Tim

Murray Financial

13603 Gladwyn Ct

Chantilly, VA 20151

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Phone

703-810-8424

 

Email

TimMurray@

MurrayFinancial.com

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.      

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