Our mission

Morrow empowers everyday individuals with the knowledge, resources, and confidence to navigate to financial well-being

Why Morrow was created

We are dedicated to helping people achieve a secure and confident retirement by providing them with an exceptional, personalized experience. Everything we do is enabled by trust and reputation, which takes years to build and only a moment to lose. Therefore we prize our customer’s trust above all things.

There is a person and a story behind every individual we serve. We believe getting to know each person and their story is at the heart of delivering meaningful impact.

Every person at Morrow has a why


Morrow embodies everything I love about financial planning: People, connection, and unique solutions. I’m so grateful to be a part of an energetic team that focuses on the person behind the plan.”

Britta Spitzer, Financial planning associate

Every person at Morrow has a why


Financial education and opportunity have been held out of reach for far too many people, for far too long. I want to do my part to change that reality and am thrilled to be at Morrow working to do so with similarly driven individuals.”

sean hogan, head of operations

We are guided by our core values


We make the most of any situation.


We are curious before we are right.


We put trust at the center of every relationship.


We believe small things make a big difference.

© 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.