Owen Murray| CFA
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Wealth Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- High Net-Worth Clients
- Tax Planning and Preparation
Houston, TX 77057
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Horizon Advisors is a Houston, TX financial planning and wealth management firm serving Houston and all surrounding areas. Horizon specializes in helping successful individuals and families understand, organize, and manage their often complex financial situations. Owen Murray is a NAPFA Member.
Owen Murray is principally involved in investment research and portfolio construction. Owen spends much of his time analyzing the quantitative and qualitative aspects of prospective and selected money managers. In addition, he is a watchful observer of market events and portfolio performance. Owen conducts routine client account reviews and implements agreed upon portfolio changes based on his suggestions and input from other members of the Horizon Advisors team. As a core member of the wealth management team, Owen is often a participant in client meetings. Owen Murray joined Horizon Advisors in Houston, Texas in 2005.
Owen began his investment career with Beutel, Goodman Capital Management where he served as a Portfolio Analyst specializing in tax sensitive portfolio management. He then joined Roxbury Capital Management as an Assistant Portfolio Manager where his principal duties included the management of individual client accounts and research support for the firm’s Core Equity Income portfolio.
Owen Murray attended the University of Southern California (USC), where he earned a Bachelor of Science in Business Administration with an emphasis in Finance and Marketing. He is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Institute and the CFA Society of Houston.
Horizon Advisors is a Houston-based, privately owned, fee-only financial advisor established in 1999. Our mission is to develop long-term relationships with thoughtful, successful individuals, families, and organizations to support and assist them in achieving their goals. Our clients include successful professionals who are accumulating their wealth and retirees who are interested in maintaining their current lifestyles and preserving their wealth. At Horizon, we focus on developing a deep and personal understanding of our clients, allowing us to be very proactive and responsive to their unique needs.
We specialize in helping you understand, organize, and manage your often complex financial situations. Our recommendations are independent, objective, and based solely on what is best for you.
The principals of Horizon Advisors have many years of experience serving clients together. They have been serving Houston’s high net worth since 1985, through our partner CPA firm Maddox, Thomson & Associates, P.C.