Fee Only Financial Planner and Wealth Manager Located in Houston, TX and Serving Clients Nationwide
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.
Owen Murray is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Owen Murray is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Owen Murray is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Contact Owen Murray
Houston, TX 77057