Our Team
Ian Murray, CFP®, CSLP®
Financial Advisor
With over five years of experience in comprehensive financial planning, Ian is dedicated to helping the firm’s clients, particularly attorneys, make sense of their finances and build a secure future. As a Certified Financial Planner™ (CFP®) and Certified Student Loan Professional (CSLP®), he takes a holistic approach, ensuring that every piece—investments, retirement planning, insurance, and student loan repayment—works together to support their long-term goals at every stage of their legal careers.
Attorneys are often reluctant to seek financial advice, thinking their student loans disqualify them, or that advisors only work with ultra-wealthy individuals who have tons of investments to manage. Meanwhile, they’re navigating complex challenges: high tax brackets that prevent them from deducting loan interest, delays in homeownership, and tough choices between starting a family or tackling debt. They’ve been told to open a Roth IRA, only to find their income limits them.
At their core, financial advisors seek to help people! A lot of people have similar goals to a degree (i.e., they want to be able to retire comfortably, make sure their investments are appropriately diversified, or send a child to college debt free), but everyone is different. This encourages Ian to learn new strategies and explore new solutions on a daily basis.
Ian specializes in helping the firm’s clients untangle these financial challenges. Through clear, strategic guidance, he helps attorneys take control of their money and make confident decisions—without judgment, pressure, or jargon.
Outside of work, Ian is an active member of the Financial Planning Association and a volunteer with Savvy Ladies, a nonprofit that empowers women in financial distress. When he’s not working with clients, you’ll probably find him on the golf course, snowboarding, or spending time on the lake.
Certifications
CFP®, Certified Financial Planner®
CSLP®, Certified Student Loan Professional®