Interview with Paul Murray, Founder & President at PTM Wealth Management

Paul T. Murray, AIF®, ChFC®, CDFA® joined Morgan Stanley in the year 2000 and became a financial advisor because he wanted to help people live the life they desired, on their terms. At that time, he was 30 years old, and he had spent the previous decade pursuing a life he thought he desired, but was too young and inexperienced to know for sure. The birth of his son Ryan in 1994 helped him prioritize and focus his efforts and talents, which ultimately led him to pursue a career in providing financial advice.

Now, twenty years after earning his first professional licenses, he practices as an independent financial planner and advisor, and works with a select group of private clients and their extended families across Bucks County, Montgomery County, Chester County, Delaware County, Philadelphia County, and in other states, helping them make smart financial decisions in all areas of their lives. These days, he draws much of his inspiration from his young daughter, Lily, and his wife, Michelle. We thought an interview format would be a great way to share more about Paul, what he believes in, and how he helps his clients.

Interview questions:

Introduction | Can you provide an introduction to PTM Wealth Management? Locations, employees, AUMs

Decisions | How do you help clients make smart financial decisions?

Milestones |PTM Wealth Management was founded in 2011. What are some of the major milestones

Career | Your career started as a Columbia Recording artist and EMI/London Music Publishing. Tell us about your career and the decision to become a financial planner.

Team | Who are the other members of the team? Tyler Breder

Roth | Can you explain what a Roth conversion is and its role in your practice.

Growth | What are the growth plans for PTM Wealth Management?

Connect with Paul on LinkedIn

PTM Wealth Management is a comprehensive financial planning firm serving families and individuals in Greater Philadelphia. Headquartered in North Wales, Pennsylvania, PTM Wealth Management specializes in tax-free retirement planning, investment management and insurance services. Learn more at ptmwealth.com.