A complete list of active advisors currently associated with Morgan Financial Incorporated

Warmer can help you find a great advisor at Morgan Financial Incorporated or one who fits your needs even better.

Morgan Financial, Inc. serves individual and high‑net‑worth clients, overseeing about $64 million across roughly 186 accounts and offering both discretionary and nondiscretionary asset management alongside comprehensive financial planning services, including retirement, tax, education, personal, business and estate planning. The firm does not participate in wrap fee programs. The firm relies primarily on fundamental analysis to build individualized portfolios and allows clients to impose investment restrictions; account monitoring and reviews are performed by the firm’s principal, with clients receiving monthly or quarterly statements and an annual planning review included. Trades are implemented on an individual‑account basis rather than through aggregated block trading, and the firm states it does not receive soft‑dollar benefits. The firm’s principal is also a registered representative of Cambridge Investment Research and conducts insurance sales—activities the brochure states account for roughly one‑third of professional time and that create potential conflicts of interest; the brochure also discloses that Cambridge calculates advisory fees and may exclude certain “B” share holdings when computing account values. Additionally, the firm does not vote client proxies, leaving proxy voting and corporate action decisions to clients.

To learn more about the advisors currently working at Morgan Financial Incorporated, 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.