You’ve done well managing your own investments so far. Expert financial advice can help you go further.
Your family turns to you for financial advice, for good reason. Your goals have gotten bigger along with your portfolio. You may have a business, a family, and college tuitions to pay for. You don’t want to miss a moment—or risk your retirement savings.
We work for you, toward your goals, helping you manage change, risk and volatility.
Using every available online resource and tool to do your own investment research can leave you time pressed and even then it can be difficult to be 100% certain that you’re making the right investment choices. Imagine having someone as smart and determined armed with more experience, the latest in market intelligence and sophisticated tools helping you achieve your goals?
Why work with a Morgan Financial Advisor?
Your Morgan Financial Advisor and team will be your partner to build on what you’ve achieved and help you take action toward your goals.
What’s more, our interests are aligned with yours. Morgan Financial Advisors are generally compensated as a percentage of the assets we manage on your behalf. Some transaction commissions and other fees may apply depending on the activities we conduct in the market on your behalf. We work for you, toward your goals, helping you manage change, risk and volatility.
Your Morgan Financial Advisor can offer a full range of investments that aren’t always available on self-directed trading platforms.
Need more reasons? Here are five.
1. You’ll feel more confident
Count on your Morgan Financial Advisor—backed by the resources of a global firm—to match and even surpass the bar you set for meticulous research, comprehensive analysis and thoughtful advice. You can feel more confident knowing we’re thinking (perhaps even before you are) about how to prepare for volatility, always striving for long-term performance in line with your goals.
FACT: 97% of affluent clients feel more confident in their decision-making as a result of using a financial advisor (Phoenix Marketing, Wealth and Affluent Monitor Q3 2021).
2. You’ll gain access to valuable investing opportunities
Your Morgan Financial Advisor can offer a full range of investments that aren’t always available on self-directed trading platforms. We help ensure you have a balance of assets in your portfolio that’s right for you. Where appropriate, we do it by helping spread your investments across different stocks, bonds and/or alternative investments to better manage risk. So, you are better prepared in both up and down markets. Interested in the latest industry innovations? Supporting environmental and social causes? Your Morgan Financial Advisor can help identify the best performing of these types of investments given your individual goals.
TOOLS: Your Financial Adviser has access to the latest in trusted investing research, 24/7, and has tools to understand exactly how market conditions could impact your portfolio.
Some of our clients only want investment advice. Most receive personalized financial planning.
3. You’ll have an expert partner to answer your questions
Goals are personal, planning how to achieve them should be too. We’re here to listen and build the relationship that makes sense for you. Some of our clients only want investment advice. Most receive personalized financial planning and consultations that evolve with you. Your life, family dynamics and the market all change. Whatever you need, you’ll have a trusted partner to respond to your questions clearly and jargon-free.
KNOW-HOW: Your Morgan Financial Advisor can create a comprehensive financial plan based on your goals that’s pressure-tested to withstand a variety of market conditions and unexpected circumstances.
- Guidance on retirement, education, legacy planning, debt and more.
- Tax management advice to help you keep more of what you have earned, from tax-efficient investing, withdrawal and deferral strategies, to tax loss (or gain) harvesting.
- An ”open” investment platform so your Financial Advisor can offer you the best-of-the-best investment solutions, even if it’s not one of Morgan’s.
- A state-of-the-art risk management system that visually shows your Financial Advisor where risks are in your portfolio.
4. You can reach us how and when you want
We’re here when and where you need us. Your Morgan Financial Advisor and our world-class team are available to meet in person, on video and by phone, on your schedule. It’s all about what’s most convenient for you.
98% of our clients say they are satisfied with how their Morgan Financial Advisor handles questions and requests.
5. Your satisfaction is important to us
We hear it time and again from clients. Simply put, we listen. Morgan Financial Advisors know numbers, but we also know nuance. We know clients are individuals with unique concerns and circumstances, and that we can’t succeed together if only one of us is listening.
FACTS: 97% of our clients say they are satisfied with the firm, and 98% are satisfied with how their Morgan Financial Advisor handles questions and requests (Morgan Client Council Survey, Q2 2021).
One more reason to choose Morgan
We make it easy to find a Morgan Financial Advisor that’s right for you.
It’s time to invest in yourself and speak with a Morgan Financial Advisor.
