Financial Planning for Real Life
Relationship-first, bespoke guidance that integrates investments, taxes, and estate needs—so you can live your life while we handle the details.
Financial planning that’s as personal as the people we serve.
Redfish Capital is a relationship-driven financial firm offering holistic planning, investment management, and integrated accounting support under one roof. We listen first, tailor everything, and stay with you for the long haul – through career moves, retirement, business exits, aging parents, and the milestones that matter. Our goal is simple: design a plan that fits your life and keeps it moving, year after year.
A clear plan,
built around
your life.
Our process is collaborative and flexible. You’ll understand what’s happening, why it matters, and how it supports your goals. From investments and tax efficiency to cash-flow management and legacy planning, every recommendation is crafted to simplify what is complex and create long-term security.
Listening
We learning what matters most to you and where you want life to go next.
Customizing
We design a customized plan that connects every part of your financial world into one cohesive strategy.
Coordinating
We coordinate your investments, tax strategy, and long-term goals so everything works together seamlessly.
We serve people who want a trusted team by their side for the long haul.
Established professionals and families juggling careers, kids, and aging parents who need integrated support.
Business owners who are operating their business, business continuity planning, preparing to sell and retire or transfer their investment to a new venture.
High-net-worth and emerging-wealth families seeking generational continuity and smart tax alignment.
Individuals with complex situations: Wills, Trust, Philanthropic gifting, tax efficient and compliant plans for generations, special needs, blended families.
We meet you where you are, build a roadmap for what’s ahead, and walk with you every step of the way.
WHO WE SERVE
Your Tailored Financial Plan
We don’t believe in one size fits all. At Redfish Capital, our work goes beyond portfolios and spreadsheets. We combine strategy, structure, and personal insight to create confidence in financial decisions — today and for generations to come.
Financial Planning &
Wealth Management
Comprehensive, tailored planning that connects your goals with actionable steps. We design strategies for retirement, cash flow, estate transitions, and major life changes—all built around what matters most to you.
Investment Management
Disciplined, research-driven investment advisory designed to protect and grow your wealth. Our focus is on long-term security, steady income, and alignment with your broader financial plan.
Accounting & Tax Services
Practical, transparent support for individuals and businesses. From bookkeeping and compliance to cash flow analysis and exit planning, we simplify your numbers so you can stay focused on your goals.
The
Backbone
Whether you’re planning for retirement, shaping your legacy, or building financial confidence, Brad Murrill, CEO, and Dawn Babbitt, Managing Partner and CFO, lead a team with over 100 years of combined experience to guide your success.
KIND WORDS FROM OUR CLIENT
“I can’t say enough about the Team at Redfish Capital. I have gotten to know Brad very well and he is someone that constantly puts others first. He is extremely knowledgeable, professional, and committed to building lasting relationships. He has surrounded himself with a team of service oriented professionals and it only takes a short amount of time to experience the high level of service and care o understand why they work so well together. I highly recommend them.”
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Our Difference
We build long-term partnerships grounded in trust, genuine care, and thoughtful guidance. When your life evolves, we’re right there with you—helping you make confident decisions and stay prepared for what’s ahead.