Financial Planning for the Galveston Community
For more than three decades, we’ve helped individuals, families, and business owners make informed financial decisions through every stage of life. From our Galveston office, we provide thoughtful financial guidance built on experience, long-term relationships, and a commitment to helping you move forward with confidence.
Local relationships.
Long-term financial guidance.
Galveston is more than where we work—it’s home. As full-time and part-time island residents, we’ve built lasting relationships throughout the community by helping individuals, families, retirees, and business owners navigate life’s financial decisions.
We believe financial planning works best when it’s personal. This is why we take the time to understand your goals before building strategies designed around your life.
Our Financial Services
Over the years, we’ve learned that successful financial planning is determined by understanding your goals, asking the right questions, and building a strategy that reflects where you are today and where you want to go.
Financial Planning
Build a personalized financial strategy that evolves with your life, your family, and your long-term goals.
Whether you’re planning for a major life event or simply want a clearer path forward, we’ll help you create a plan that adapts as your priorities change.
Retirement Planning
Prepare for retirement with confidence through thoughtful planning, income strategies, and long-term financial guidance.
From understanding when you can retire to creating sustainable income, we'll help you prepare for the years ahead with greater confidence.
Wealth Management
Develop an investment strategy designed around your objectives, risk tolerance, and the future you’re working toward.
Our investment recommendations are tailored to your goals, helping you build, manage, and preserve wealth through every stage of life.
Insurance Planning
Protect what matters most with guidance on life insurance and other solutions that support your overall financial plan.
We’ll help you evaluate your options and determine whether your current coverage continues to meet your family's needs as life changes.
Who We Help
No two financial journeys are the same.
After decades of working with individuals, families, retirees, and business owners throughout Galveston, we’ve learned that every client brings a unique set of goals, priorities, and challenges.
Individuals & Families
Planning for the future with confidence.
Business Owners
Helping entrepreneurs balance personal and business financial goals.
Pre-Retirees
Building a strategy for the years leading up to retirement.
Retirees
Creating income strategies designed to support the lifestyle you’ve worked hard to achieve.
Meet the Galveston Team
Local relationships. Decades of experience. Guidance built around you.
The Redfish Galveston team brings experience across financial planning, wealth management, retirement planning, and investment management to individuals, families, business owners, and the UTMB community.
With deep ties to Galveston and the surrounding area, our team understands the community and provides thoughtful financial guidance built around each client’s goals and long-term plans.
Brad Murrill
Founder & CEO
Personalized financial guidance built on experience, education, and long-term relationships.
Dawn Babbitt-Murrill, CPA, FLVS
President, Redfish Accounting & CFO Redfish Capital
Bringing technical expertise, strategic insight, and decades of accounting, tax, and forensic experience to businesses, families, and individuals
Shawn Gault
Vice President of Portfolio Management
Research-driven portfolio management focused on long-term performance and wealth preservation.
Christo Zgourides
Director of Wealth Management
Research-driven portfolio management focused on long-term performance and wealth preservation.
Financial planning that grows with you.
The questions you ask at 35 are very different from the questions you ask at 55 or 75. As life changes, your financial strategy should evolve with it.
Life rarely follows a straight line, and your financial plan shouldn’t either. Careers change. Families grow. Businesses evolve. Retirement gets closer. Through every stage, we’re here to help you make thoughtful financial decisions with confidence.
Let’s start by having a conversation.
Every financial journey is unique. Whether you’re planning for retirement, growing your investments, protecting your family, or simply looking for a trusted financial partner, we’re here to help..
305 21st Street
Suite 160
Galveston, TX 77550
