At Morrow, we've democratized access to financial expertise. Our certified advisors and personalized, holistic approach put every member on the path to financial wellbeing.
Meet with a Navigator
Costs
$2,000+ annually
Serves
High net worth individuals
Focus
Focus on investments and savings
Convenience
Low; in-person appointments
Bias
Can be incentivized to sell products
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Costs
$480 annually
Serves
Everyday people
Focus
Holistic financial picture
Convenience
High; anytime access
Bias
None; does not sell products
We combine 1:1 access to Certified Financial Planners and a proprietary online platform to deliver financial support and an action plan designed to build your financial health.
Every Morrow member is matched with their own financial professional, called a Navigator. Our Navigators are Certified Financial Planners®, meaning they hold a fiduciary duty to serve your best interests.
Learn more from our Navigators
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1
Understand Your Needs
What brought you to Morrow? We learn who you are and how we can help.
2
Build The Picture
We understand your whole financial picture to deliver impactful recommendations.
3
Create Your Action Plan
We create a personalized and actionable financial plan that gets you where you want to go.
4
Unlock Your Opportunities
See your action plan come to life. We provide support as you build your financial health.
We aren’t traditional financial advisors with an out-of-reach business model. And we aren’t investment managers with biased advice. We’re a team of dedicated professionals committed to understanding your financial goals, and helping you achieve them.
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© 2022 by Morrow Group, Inc. Morrow is not registered as an investment adviser under the U.S. Investment Advisers Act of 1940, as amended, and nothing in these materials should be construed as advice concerning securities, the value of securities, the advisability of investing in, purchasing, or selling securities, or the merits of any investment adviser.
