Broker Check

Specialty

Planning for retirement, families and business.

We have over twenty years’ experience in the financial arena. We know that financial plans are not one size fits all. We know that your goals can change over time, so your plan must be continually reviewed. That is why we have made it our specialty to know how to help you fist identify your goals. Once you know your goals then we can assess your current financial situation versus where you want to be.

Brandon Morgan is a Certified Financial Planner ™. He operates as a fiduciary advisor and handles his client’s investments with the utmost care. We have specialized knowledge in a wide array of products that will help you meet your goals. If you need little guidance and prefer a more hands on approach then we have software available that will allow you to monitor your investment performance.

Whether your investment needs include paying for college, protecting assets, saving for retirement, or making the most of your money, the investment world is a complex place. Our mission is to help you navigate through this financial field by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together, we will develop a total and personalized financial management approach to your investment and retirement needs.

Your road to financial freedom starts here.

Click Here for More Information on the Difference in a Broker and Fiduciary Advisor


Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.