With over 12 years of dedicated service, James Murray is a seasoned investment advisor and Chief Compliance Officer (CCO) at Safeguard Investment Advisory Group, LLC. James has passed the Series 65 securities exam and holds life and health insurance licenses, equipping him to offer a wide range of comprehensive retirement and estate planning strategies to his clients.

James’ journey in the financial advisory industry was inspired by his early exposure to dedicated financial professionals who exuded integrity. This passion led him to join the industry in 2011, with a vision of bridging the gap in financial literacy. As a committed advocate for his clients, he finds immense satisfaction in understanding their unique dreams, values and financial goals, collaborating closely to create personalized strategies that transform aspirations into realities.

Beyond his professional life, James is a devoted family man, married to Linda for seven years, and the proud father of two sons, James and Zane. He believes in a holistic approach to retirement, emphasizing both financial security and overall well-being. In his spare time, James maintains a healthy lifestyle through regular workouts, enjoys the beauty of nature and cherishes quality time with his family.

James’ philosophy is rooted in the four agreements: speaking with integrity, avoiding assumptions, not taking things personally and always doing his best. This approach ensures that he consistently acts in the best interests of his clients, providing unwavering dedication and support throughout their financial journeys. James is registered as an Investment Adviser Representative with the U.S. Securities and Exchange Commission (SEC).