1501 Lower State Road
Building D, Suite 206
Our first priority is helping you make smart financial decisions in all areas of your life. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Paul's biography and interview can be viewed on the "About Paul Murray" page on our site.
Audra Hellyer is our Administrative Assistant. She works with clients through their onboarding process, and the establishment of accounts, and provides the day to day administrative services our clients need. Audra comes to us with...
Financial Planning Assistant
Dora Rafalowski is our Financial Planning Assistant. Her role is to assist Paul Murray in gathering information, analyzing financial data, and preparing financial plans for our clients. She was born and grew up in Hungary where she...