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Luke Murray, CFP®️, CPWA®️

Live the Life You Want With Smart Financial Planning

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PrairieView Partners Luke Murray, CFP®️, CPWA®️
Saint Paul, MN

Serving Clients Nationwide

Live the Life You Want With Smart Financial Planning

651.233.1100

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

As a Senior Wealth Manager, Luke Murray brings extensive experience to the firm from his previous 20 years of work at a highly respected St. Paul organization, where he advised on a broad range of financial matters for multiple generations of some of Minnesota’s oldest, wealthiest, and well-known families.

Luke is a Certified Financial Planner® professional specializing in working with clients to develop detailed financial plans that align their core values with their financial and life goals. At PrairieView, Luke applies his expertise to advising clients on the development and management of investment portfolios that reflect their unique circumstance. He is also a member of the PrairieView Partners Investment Committee.

“I am passionate about client service and building strong relationships with clients and colleagues. I recognize that the client/advisor relationship is unique in that it must involve the client sharing deeply personal information. To earn each client’s trust, I am committed to forming long-term relationships by truly understanding each client and serving as their fiduciary. I feel very fortunate to have the opportunity to partner with amazing clients and see the impact the financial planning process can have on achieving genuine financial well-being.”

Luke attended the University of Wisconsin-Stout majoring in General Business Administration with an emphasis in accounting, economics, and finance. Upon graduation, Luke accepted a role in a single-family office specializing in providing comprehensive wealth management service. He earned his Certified Financial Planner (CFP®) designation in 2008 and his Certified Private Wealth Advisor (CPWA®) designation in 2017. Luke is a member of the Financial Planning Association of MN and the Investments and Wealth Institute.

On a personal note, Luke is a Minnesota native growing up in Bloomington. During his tenure on the Jefferson High hockey team, they won three state championships. When not in the office, Luke enjoys spending time outdoors with his family and friends, coaching hockey at the rink with his two kids, boating and fishing on a lake, and reading.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Private Wealth Advisor (CPWA)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • Investments & Wealth Institute

Primary Location

2250 Town Square Tower, 445 Minnesota St, St Paul, MN 55101

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Whether you have a specific question or are just curious about how we might be able to help you, please click the 'Book Intro Call' button above to schedule a brief 20-minute conversation with one of our advisors. We look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At PrairieView Partners, we’ll provide you with a clear plan and expert guidance on how to manage and enjoy your wealth — for today and tomorrow.

Experience the PrairieView Difference

✔️ Start Wherever You Are: Understanding where you are, where you want to be, and what you wish to accomplish with your wealth, we can help you achieve your goals.

✔️ Get Advice Not A Sales Pitch: As a Registered Investment Advisor, we don't earn a commission on products. We focus only on what will serve your needs.

✔️ Have Greater Financial Clarity: Separate CPAs, lawyers, stock brokers and insurance agents handling your planning causes confusion and conflicting advice. Instead, get your needs met by one trusted advisory firm.

A Few Reasons Our Clients Love Working With Us

✔️ Team Approach

Every client is assigned a team of experienced professionals that all work together to make sure every client’s financial, investment, tax, and estate planning needs are continually addressed and each component of the plan is coordinated across disciplines.

✔️ Comprehensive Planning

Financial planning is much more than paging through a notebook full of boilerplate reports and numerical tables. We help you understand risk and make smart financial decisions that match

✔️ Strategic Integration

Our clients look to us as the center point for all their important financial and investment matters. When complicated aspects of our financial lives are coordinated into a single, organized plan, there is greater peace of mind.

✔️ Fee-Only Fiduciary

At PrairieView, your fees are based solely on the assets we manage for you. We collect no commissions from the sale of investments or life insurance. All of the financial planning services we provide are included in the overall management fee.

✔️ Highly Personalized

Financial planning is about helping you use wealth to achieve your personal goals. You can expect customized planning from us. We factor in your financial situation and what kind of life you want to build with your assets.

Get Where You Want To Be

Let our advisors help clarify your current financial situation and give you a plan for working towards your long-term goals.

Education

University of Wisconsin-Stout, General Business Administration

Hobbies and Interests

  • Boating
  • Family
  • Fishing
  • Hockey
  • Reading

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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