A complete list of active advisors currently associated with Morgan Capital Group LLC

Warmer can help you find a great advisor at Morgan Capital Group LLC or one who fits your needs even better.

Morgan Capital Group LLC provides investment advisory and financial planning services to individuals (including non‑high‑net‑worth clients), high‑net‑worth individuals, corporations, and small businesses. The firm delivers managed accounts and written investment strategies, and offers consulting and planning services tailored to client objectives. The firm tailors advice to each client’s time horizon, risk tolerance and goals, employing methods such as asset allocation, dollar‑cost averaging, technical and long‑ and short‑term approaches, with account reviews at least quarterly or when circumstances change. MCG offers both discretionary and non‑discretionary management, generally recommends use of a preferred independent custodian, and may recommend wrap‑fee programs for eligible accounts. Distinctive features include a small, single‑adviser structure with modest assets under management and a disclosed affiliation with insurance activities; the firm’s principal is a licensed insurance agent who may offer commissionable insurance products and discloses this potential conflict while limiting the time spent on such activities. The firm also makes financial planning available on an hourly or fixed‑fee basis and provides wrap‑fee program materials when such programs are recommended.

To learn more about the advisors currently working at Morgan Capital Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.