Cody Murray — Fee-only financial advisor

Wellspent Discovery/Advisors/Cody Murray

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About

Stillwater Financial Services, based in Stillwater, OK, delivers personalized financial planning, investment management, and tax optimization. Founded in 2022, we empower individuals and small businesses nationwide to achieve financial freedom with innovative, client-focused strategies and a commitment to education.

Who they serve

Ultra high net worth
High earners
HENRY (high earner, not rich yet)
Founders
Retirees
Pre-retirees
Multi-generational families

Services

401(k) & IRA Management
Alternative Investments
Asset Allocation
Business Succession Planning
Cash Flow Planning
Charitable Giving
Debt Management
Exit Planning
Financial Advice & Coaching
Financial Planning
Insurance Planning
Investment Management
Liquidity & Exit Planning
Pension Planning
Philanthropic Planning
Portfolio Rebalancing
Portfolio Management
Real Estate Advisory
Retirement Planning
Social Security Planning
Tax Strategy
Wealth Management

Structured record

Name	Cody Murray
Firm	Stillwater Financial
Location	Stillwater, Oklahoma
Fee model	Flat Fee/Retainer · Percentage of Assets (AUM)
AUM	$25M - $100M
Founded	2022
Firm size	2 - 5 employees
Affiliation	Independent RIA
Credentials	CFP · MBA
Investment approach	Passive management
Website	https://stillwaterfinancialservices.com
LinkedIn	https://www.linkedin.com/company/wix-com

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Specialties

Small business owners
Retirement planning
Family wealth transfer
Pension planning
Real estate investors