Financial planning is all about the big picture: what a client dreams and hopes to accomplish financially. Penney, Murray & Associates uses a multi-step planning approach that starts with gaining a clear understanding of what is important to a client.
“We are committed to working with our clients in an ongoing financial planning relationship,” says Private Wealth Advisor Ron Penney. “I believe that the earlier you create a financial plan tailored to your goals and objectives, your chances of success are generally higher.”
Penney, Murray & Associates strives to provide creative and quality solutions to wealth management needs for clients. Lead advisors Seth Murray and Ron Penney were named to Barron’s® Magazine’s list of “America’s Top 1,200 Financial Advisors State-by-State 2017” ranking #6 and #9 respectively in Missouri. Penney, Murray & Associates also includes 17 additional financial advisors, 2 registered and 12 non-registered support staff.
“By working together with a client, we find investing opportunities in today’s market that are aligned with their financial goals,” says Private Wealth Advisor Seth Murray. “Together, we can help you plan the financial lifestyle that you desire to live both now and in retirement.”