Jason Murray (CFP®, CLU)

Jason Murray focuses in the
following client markets or areas of practice:

  • AUM
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Real Estate Investments

Planning Specialties

It all depends on the particular client, but there's not many areas of finance we won't touch if it's relevant.  From understanding investment real estate and business planning needs to retirement planning and investment strategies, we'll figure out exactly what will enhance and accelerate your planning goals and zero in on that to help you get the most from your money.

At Greenhouse Money, we also believe that often money isn't "just about the money."  We're all about helping shift the mindset of money from obligation to opportunity and to accomplish that we bring our years of coaching experience to our client relationships along with some proprietary personality assessment tools so that we can understand how best to shape your plans and communicate that with you.

Additional Information

Jason is the go-to at GHM for all things financial planning (he holds the CFP designation).  He’ll nerd out with you and engineer the future you dream about.  A natural number cruncher and strategy junkie, Jason will design and maintain your plan and portfolio with precision, accuracy and ingenuity.  So, in the words of the great Samuel L., “Hold on to your butts.”

NAPFA Start Date

July 11, 2018

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This Office

1717 E Cary St Richmond, VA 23223-6935 Phone: (804) 310-2787