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Derrick M
Series 65, Series 63
Charlotte, NC
SAX Wealth Advisors, LLC
Derrick Morgan is a financial advisor at SAX Wealth Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Dimensional Fund Advisors and The Auxin Group. Outside of his advisory work, he owns an urban farming business that grows and sells microgreens. SAX Wealth Advisors offers investment management and comprehensive financial planning to individual clients, retirement plans, charitable organizations, and small businesses. The firm employs long-term, evidence-based asset allocation strategies primarily using low-cost, passively managed funds, supplemented with customized fixed-income portfolios, third-party sub-advisers, and specialized advisory services including private funds and real estate exchanges.
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