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Welcome To
LourdMurray

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EXCEPTIONAL PEOPLE NEED EXCEPTIONAL ADVICE.


As one of the nation’s leading registered investment advisors, LourdMurray offers the experience and sophisticated expertise to address their most complex challenges. We serve our clients as their lifelong advisors, bringing them effective and thoughtful solutions ranging from investments and insurance to education, retirement, and wealth planning.



Exceptional success calls for exceptional wealth management. LourdMurray is an independent, Fee-Only Wealth Manager that specializes in serving business leaders, artists, athletes and other extraordinary individuals and their families.

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Their achievements create unique financial issues, including:

  • Sudden wealth.
  • Unpredictable cash flow.
  • Complex pay structures.
  • Concentrated exposure.
  • Elevated privacy needs.

We simplify their lives, help them make more confident decisions and free them to focus on what they do best.

We Make Wealth Simple.

Our unique experience working with exceptional people gives us a deep understanding of the unusual financial challenges they face, including sudden wealth, unpredictable earnings, complicated compensations arrangements, potentially shorter careers, multiple business entities and concentrated exposure.


Our Philosophy

Our Team

Wall Street banks are known to prioritize company interests over their clients. Not us. Not here. Not ever.


meet lourdmurray

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Comprehensive Wealth Planning

YOUR LIFE IS DIFFERENT. YOUR ADVISOR SHOULD BE, TOO.

Our clients represent the leading lights of their professions—rare individuals whose gifts have propelled them to the highest tiers of professional and financial success.
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