What sets Morgan Money Management apart from the rest? It’s the way we collaborate with our clients, with emphasis on one-on-one service, to keep them feeling fulfilled and confident in their investment strategies.
We’ll take the time to relate to you on a personal level, listening as you describe your hopes and dreams, fears, and concerns along the way. We know this requires trust in your financial advisor, with faith that he has the tools, experience, and team to help you achieve your goals.
From our very first conversation, Morgan Money Management will build a portfolio around your specific needs, focusing on costs and efficiencies and using the entire spectrum of investment tools available in the marketplace.
Our philosophy isn’t about selling anything. It’s about creating a portfolio that’s custom-designed for you.
Are you ready to experience the Morgan Money Management difference?
Schedule a no-cost consultation today.
You’ve likely heard the term “independent financial advisor.” How is that different from one who works in a big, corporate financial firm? Here are a few of the differences we think you’ll see as advantages when working with an independent advisor like Morgan Money Management:
Independent advisors aren’t tied to any particular family of funds or investment products. Whether you need help with retirement planning, a tax situation, estate planning, or managing assets in multiple places, independent advisors have the freedom to choose from a wide range of investment options and tailor their advice based on what’s best for you.
To offer advice closely aligned with your goals, independent advisors must first gain a solid understanding of your situation. As a result, many independent advisors focus on building personal relationships with their clients, which requires regular, ongoing interactions. Because many independent advisors are business owners, they hold themselves personally accountable for their clients’ outcomes.
Independent financial advisors typically charge fees based on a percentage of managed assets. The fee structure is simple and transparent. It is not only easy for you to understand, but it also gives your advisor more incentive to help grow your assets. When you succeed, your advisor succeeds.
Independent advisors can help investors address a variety of complex investment needs that arise when they accumulate significant wealth. While specific services vary from firm to firm, independent advisors are often described as quarterbacks because they’re focused on your holistic financial picture.
Some advisors are specialists in certain investment strategies. Others can assist you with comprehensive services, such as estate planning or borrowing, the sale of a business, complicated tax situations, trusts, and intergenerational wealth transfer.
Independent advisors use independent custodians, such as Fidelity, to hold and safeguard their clients’ assets. For many investors, this provides a reassuring system of checks and balances. Your money is not held by the same person who advises you about how to invest it.
If an independent advisor sounds like what you’ve been searching for, look no further than Morgan Money Management. If you’re in the Chicago area, including Frankfort, New Lenox, Mokena, Orland Park, or Tinley Park, get in touch with us today.