Cody Murray, CFP®
Invest Smarter - Reduce Taxes - Retire Confidently
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Serving Clients Nationwide
Invest Smarter - Reduce Taxes - Retire Confidently
Areas of Focus
- Estate Planning
- Exit Planning
- Inherited Wealth
- Investment Management
- Retirement Planning
- Taxes
About Cody Murray, CFP®
Hi, I'm Cody Murray.The first step in any relationship is an introduction. Allow me to go first.
I guess it all started when my grandfather, Dr Jay Murray, graduated from Cornell and moved his family to Stillwater, OK in the 1950s to start his career as a professor and later an administrator. Ever since then my family has lived in Oklahoma and specifically Stillwater. After graduating from Stillwater High School in 2003, I attended OSU for one semester and then set off on a coming-of-age adventure as a missionary for the Church of Jesus Christ of Latter-day Saints in Portugal. My two years with the people of Portugal would prove to be transformational in almost every area of my life.
Shortly after returning state-side, I married my high school sweetheart, Nataly Gray, who was playing basketball at OSU at the time. She graduated with a degree in Physiology in 2009 and started working at Fort Environmental Labs and coached high school basketball while I finished my Accounting degree at OSU.
Over my career I've gained experience in financial modeling and forecasting, tax preparation and small business accounting, fraud examining, insurance, investment management and finally financial planning. In March of 2021, I earned the CERTIFIED FINANCIAL PLANNER™ credential which is a top credential for financial advisors.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
- Digital Assets Council of Financial Professionals
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
Primary Location
Stillwater, Oklahoma
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. This is time where we talk about what you are trying to solve and who is best suited to help you. I look forward to speaking with you.Offers Investment Management
Yes
About Stillwater Financial
Stillwater Financial is a leading financial planning firm specializing in investment, tax, and retirement planning for individuals who are approaching their retirement years. We understand that planning for retirement can be a daunting task, and that's why we are here to help you navigate the complex world of financial planning.Our team of experienced financial advisors is committed to providing personalized and comprehensive financial planning services tailored to your unique needs and goals. We believe in a collaborative approach to financial planning, where we work closely with you to understand your current financial situation, your retirement goals, and your risk tolerance.
We offer a range of financial planning services that include investment planning, tax planning, retirement planning, and estate planning. Our investment planning services are designed to help you build a diversified portfolio of investments that align with your risk tolerance and financial goals. Our tax planning services aim to minimize your tax liabilities and maximize your after-tax returns. Our retirement planning services are geared towards helping you achieve a financially secure retirement, by analyzing your retirement income sources and creating a retirement income plan that takes into account your lifestyle and income needs. Finally, our estate planning services help you plan for the transfer of your assets to your heirs, and ensure that your estate is managed in accordance with your wishes.
At Stillwater Financial, we pride ourselves on providing exceptional client service, and we are committed to helping you achieve your financial goals. Contact us today to learn more about how we can help you plan for a financially secure retirement.
Education
Oklahoma State University, Master of Business Administration (M.B.A.) | Oklahoma State University Bachelors, Accounting
Hobbies and Interests
- Exercising
- Family
- Hiking
- Pickleball
- Sports
- Traveling
- Volunteering
- Woodworking
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
- Parents
- Young Families
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