Murdock Financial Group was founded in 1975 by Timothy Murdock, who first got his start in the insurance business before he even graduated from university. He later decided to go into business for himself in the financial services industry. In 1994, Tim’s path crossed with that of Mark Banner. With their night and day personality differences, Tim and Mark hit it off and formed Murdock Banner Financial Group. While their personalities were vastly different, their morals and client dedication were perfectly aligned.
Operating for the first 19 years as partners solely based on loyalty to each other; in 2013 Tim and Mark officially made Murdock Banner Financial Group an LLC. This legal change of structure serves to ensure the longevity of MBFG for years to come. Over the years we’ve grown into something more than a financial planning firm. We’ve become a multigenerational ensemble practice dedicated to serving other families in the Warrensburg, Missouri area and beyond.
We know the importance of continuity in our line of work, which is why we continually invest in the next generation of MBFG. Likewise, we understand the importance of honoring the legacy of each of our clients, and we are dedicated to doing so. We are honored to be working with fourth and fifth generations of families.
When you come to Murdock Banner Financial Group with your wealth management and financial planning needs, you’ll work directly with one of our dedicated financial planners. But behind each of these relationships is our whole team — an ensemble of financial professionals — working to make your financial planning experience easier, more comprehensive and individually tailored. Whether you need investment guidance, insurance planning, estate planning assistance, tax planning advice, or other specialty advice, our team is here to help you thrive at every life stage.
We attribute our continual growth to our deep-rooted culture of excellence. We believe in setting and achieving a high standard of excellence in all we do. Underpinning this belief is our dedication to bring lifelong learners. Our conviction is that education has the power to improve entire communities, so we are passionate about educating our clients as one of the most important parts of our process. This focus on excellence and education aids us in forming meaningful, lifelong relationships with our clients.
We’re loyal to legacy including our own nearly 50-year history as a firm serving 2nd-, 3rd-, and 4th-generation families. We understand the complexities many of our clients navigate when it comes to honoring the legacy they inherit like family land, farms, and wealth.
We’re committed to going the extra mile in all we do because our clients deserve excellence. We’re committed to lifelong learning and professional development and we strive to help clients feel well cared for.
We love Warrensburg, Missouri and the University of Central Missouri communities and contributing to it in positive, meaningful ways. We’ve benefitted from this place and we want to do our part to take action and see it continue to flourish.
Learning was paramount to our founder and we carry that mantle to this day. It is important we educate our clients, and ourselves, but it goes beyond that because education makes the whole community stronger and better.
Our integrity is the bedrock of our business. Knowing our clients, caring for them and consistently putting their interests first has enabled us to form lasting relationships. Our integrity is what got us to where we are today, and it’s what keeps our clients engaged.
Our first priority is helping you take care of yourself and your family. We want to learn more about your life, identify your dreams and goals, and provide you with the highest level of service.
Our comprehensive services are designed to integrate into a holistic wealth management plan for life. Let us help you plan and prepare to thrive in the life and retirement you desire.
Our approach to wealth management is based on teamwork. When you work with one of our advisors, you also get the backing of our entire office, working together to help you pursue your goals.
We are a second-generation team of experienced financial professionals focused on excellence. We demonstrate genuine care through the lifelong relationships we form and maintain.