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Penney, Murray & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 219 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Honored to be recognized in Barron’s

Congratulations, Ron Penney and Seth Murray, for being included on the 2024 Barron’s Top 1,200 Financial Advisors list. All of us at Penney, Murray & Associates are proud of this tremendous recognition, as it reflects our shared commitment to helping our clients feel more confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust, and to Barron’s for the recognition.

Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.