Morris Wealth Management
Founder and President
As an independent firm, Morris Wealth Management, Inc. has no obligations to anybody but you. We are not in bed with any mutual fund families or insurance companies, nor are we bound by cross-selling quotas or home office directives that could lead to a conflict of interest. We do not spend our time in unnecessary meetings or on conference calls with far-off senior management.
Our sole focus is serving you. Your best interest will be served. You will be provided objective financial planning and investment advice based on a thorough understanding of your unique circumstances and our well developed philosophy about wealth management.
We are in a very fortunate position to choose with whom we wish to work and are very selective about our partners. Our relationships must benefit both parties and we will not accept less than ideal clients, no matter how much wealth and influence they may have. We believe these are just a few of the reasons our clients stay with us for life and respect who we are.
Our partners include many well-respected small business owners, professionals, executives, race car drivers, and most importantly, good people. Many of our favorite partners are folks with whom we began relationships at the start their careers. Today, many millennials now approach us to utilize our unique techonolgy + advisor based platform, Guided Wealth Portfolio.
In additition to many great families, we work with the one of the nation’s oldest fraternal organizations, one of Central Ohio's most loved and largest non-profits, a major Midwest heavy-civil and marine contractor, a unique landmark media company and entities from two of the world’s largest forging companies. While they vary from small to large, we think of them all as "Small Giants" and crucial to each other’s success.
There is a very good chance we can bring value to your current situation without disrupting your current relationships. If not, we are certainly not afraid to guide you in the right direction. If you're looking for a new or fresh start all together, we think you will like our behavior and results.