Fiduciary Organization, LLC

Ewan Morkel is a financial advisor with Fiduciary Organization, LLC, holding a Series 65 designation and two years of industry experience. He is also the founder and Chief Tax Advisor of Morkel Financial, where he provides tax preparation and planning services. Prior to his advisory career, Morkel worked in secondary education and at Utah Valley University. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm offers customized investment management and financial planning, using both active and passive strategies, and emphasizes ongoing and project-based planning engagements with a small advisory team.

Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests. Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry. Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence

Graham Morris is a financial advisor at Fiduciary Organization, LLC in Greenville, SC, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at OneAscent Financial Services, LLC and Woodmark Wealth Management, LLC. In addition to his advisory work, Morris is a Business Analyst at Mitsubishi Chemical Group, where he oversees financial reporting. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides investment management and both ongoing and project-based financial planning, typically implementing client-specific policies on a discretionary basis using a mix of passive and active strategies.

Joshua Glenn is a CFP® with eight years of industry experience, currently serving as an advisor at Fiduciary Organization, LLC. His prior roles include positions at Edward Jones, Stifel, Nicolaus & Company, and George Beam State Farm. Outside of his advisory work, he has a business interest in Fishhawk Capital in Clemson, SC. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides investment management, financial planning, and retirement plan consulting, using a combination of passive and active strategies alongside fundamental and technical analysis.