Paul Murray has worked hard to become the best at what he does, from acquiring the most prestigious professional designations, to seeking new opportunities for continuing education, including exclusive membership in Ed Slott’s Master Elite IRA Advisor Group. As an Accredited Investment Fiduciary®, he provides advice that we believe is in our clients’ best interest according to their financial goals. We custody our clients' investment assets with National Financial Services, a Fidelity subsidiary, and we provide our clients with access to financial planning and performance reporting portals so that they are aware of our progress 24/7, on demand, from any mobile device or computer. Don’t be satisfied with tradition. Let us help you take control of your assets and your future to free you to live the life you want. Plan to achieve your financial goals. Plan with us.