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Finances are complex.

Morrow makes them simple.

Morrow Navigators are here to provide:

  • Advice - Personalized answers to your financial questions
  • Accountability - Assistance creating a plan and staying on track
  • Analysis - Review of your financial situation to find increased savings, decreased stress, and protection against the unknown

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.

See what this would look like for your business.

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There’s a new approach to financial well-being

Traditional financial advisors

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

Morrow

Costs

$480 annually

Serves

Everyday people

Focus

Holistic financial picture

Convenience

High; anytime access

Bias

None; does not sell products

Personalized guidance

Morrow offers holistic and personalized financial guidance

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.

Financial Expertise

Our Navigators are your financial guides

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

Simplified Process

Get financial clarity in four simple steps

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.

Hear from Morrow Members themselves

Our Mission

To make financial support accessible and affordable

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.