Featured Speakers

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  • Morris Retirement Advisors
  • "Understanding the New Tax Bill "
  • Morris Retirement Advisors Independent Investment Advisory firm that truly employs comprehensive financial planning and risk management strategies as core principles in our Wealth Management Process. We believe that the Road to Financial Independence rarely presents itself without roadblocks or unexpected detours. Our team of seasoned professionals, most of whom are Certified Financial Planner (CFP®) practitioners with over a decade of experience, partners with each of our clients to help them define their road to Financial Independence using a unique and proprietary process. Our process is designed to get you closer to your goals by identifying opportunities and potential roadblocks in your financial situation. This process is delivered through a tailored service model to each of our clients, which is designed around their unique needs. The firm currently manages approximately $200 million in client assets and generates gross annual revenues of approximately $2.2 million across its financial planning, wealth management, taxes and insurance business lines.
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