Owen Murray
CFA®
Horizon Wealth Advisors
Financial Advisor
Owen Murray
CFA®
Horizon Wealth Advisors
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Owen Murray, CFA®
Fee Only Financial Planner and Wealth Manager Located in Houston, TX and Serving Clients Nationwide
Owen Murray is a Houston, TX fee-only financial planner. Horizon Wealth Advisors provides comprehensive financial planning, investment management, and retirement planning to help clients organize, grow and protect their assets through life’s transitions. Horizon Wealth Advisors works closely with our partner Houston CPA firm, Maddox, Thomson & Associates or your personal CPA, to help simplify and streamline your involvement in the tax preparation process.
Owen Murray is principally involved in investment research and portfolio construction. Owen spends much of his time analyzing and managing Horizon Wealth Advisors’ clients’ investment portfolios. In addition, he is a watchful observer of market events and economic developments. As a core member of the wealth management team, Owen is often a participant in client meetings. Owen Murray joined Horizon Wealth 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 a 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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Owen Murray is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Owen Murray is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Owen Murray is quoted in the Wall Street Journal: "Advisers’ Forecasts for Stocks, Bonds and More"
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Horizon Wealth Advisors is Included in the Real Fiduciary™ Practices Advisor Registry
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Owen Murray is Quoted on grow by Acorns: "Avoid the biggest mistakes investors make when the market drops"
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Owen Murray is Quoted in US News and World Report: "7 Ways To Invest Like Warren Buffett"
Contact Owen Murray
Office Locations:
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2603 Augusta
Suite 1400
Houston, TX 77057
