A family of advisors serving your family by treating you like family.

Called to Care.
It’s not typical wealth management language, but it does accurately and authentically capture our team. We all have a strong sense of caring—for each other, for our clients and for our community. To us, helping people secure their financial wellbeing is a calling—and it influences how we live our lives and do our jobs.

Our DNA
The Murchison Group is a team of financial professionals guided by principles over profits. We treat our clients like family because that’s genuinely how the relationship feels. Over more than a century of combined experience, we’ve successfully navigated the inevitable ups and downs of the markets and gained valuable perspective on long-term investing strategies.

What We Do
At The Murchison Group, we strive to make a positive difference in our clients’ lives by being a dependable source of wise counsel and clear thinking as we help you reach your short-term and long-term financial goals. We cultivate meaningful, lasting relationships that are built on confidence, trust, and the absolute knowledge that our clients’ best interests dictate our every decision. Ours is a collaborative process tailored to your personal goals and preferences, covering everything from savvy investing to retirement income, from preserving your wealth to estate-planning for future generations.

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“As a Financial Advisor, we are required – and committed – to put your needs and interests ahead of our own. That is the way we want it.”
– J. Reid Murchison III, CFP®, Financial Advisor

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Videos

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Glossary

This glossary of financial terms might help you while browsing financial products. Here are definitions for some common investment and financial terms.

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Tax Library

We’ve put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season.

The Murchison Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, KY, MA, MD, ME, MI, MO, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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