Morgan Money Management is an independent financial services firm in Chicago, IL. As an independent firm, we’re not pressured by a parent company to direct clients only toward proprietary products. This means you won’t have to be limited by a big Wall Street bank, insurance company, or anything else that could bring less-than-desirable results—all so we can make more money.
We have established a trusted partnership with Fidelity Investments over more than 25 years by using their clearing and custody agent, National Financial Services. This allows us to have the resources and capabilities of a large corporation while providing personal attention and building relationships like only a small firm can.
Our first priority will always be our relationship with you, our valued client. And an average relationship will not do. We insist on being responsive, attentive, and remarkably personal to build a connection that results in recommendations that deliver on your goals.
How do we accomplish this for you? We take the time to truly understand your lifestyle, goals, and values so we can fashion a thoughtful, innovative financial plan that’s not only tailored to you, but that evolves with you through all kinds of life’s ups and downs.
That’s the Morgan Money Management difference, and we’re ready to deliver that difference to you.
At Morgan Money Management, our approach is highly personal. We’ll help you make the best decisions for your financial present and future while monitoring everything to ensure that it’s delivering in the best way the market will allow.
We encourage you to explore our financial services, learn about investing, and contact us to schedule a consultation. Newfound financial organization, freedom, and confidence are just one call away!