Our Navigators are dedicated CERTIFIED FINANCIAL PLANNER™ professionals who meet 1:1 to help your money work for you, regardless of your starting point. Your Navigator will build a financial plan with you and provide support in reaching your financial goals.
We know financial information can be overwhelming. We’re here to make it easy to understand. Access starter resources that help build knowledge.Access our guides
"I’ve already had three meetings with Morrow and it has been eye opening to my everyday costs. This has helped me on cutting back unnecessary purchases and expenses. Morrow has brought me an awareness to my monthly financial status and helped to develop an achievable goal to take me to the financial position I want to be in."
"Sometimes I feel like I can’t see the forest for the trees due to how involved I am with my money so I think it’s helpful to have somebody from the outside looking in to tell you how you could save money and how you could do things better. Talking with Morrow was a really good connection, just an awesome experience all around."
"I really wanted someone to take a deeper look into my financials and tell me what I'm wasting money one, what I'm not, how they can help me save towards a goal - that goal right now is to buy my own house and be able to get my truck payment paid off pretty quickly. The other value others can get is a pure honest look from someone else who is not judgmental. Its very friendly - very "Hey! You could change this to help you save here" - very friendly. More of a suggestion than telling you what to do. If you want to reach your goals they're going to help you get there.
© 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.
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Morrow is a holistic financial wellness solution. Each Morrow member is paired with a Navigator, who provides professional, personalized, and unbiased guidance to improve your financial health. Our goal is to build a comprehensive plan that allows you to achieve financial wellbeing.
A Navigator is what we call our CERTIFIED FINANCIAL PLANNER™ professionals at Morrow. They are highly-qualified financial professionals with a fiduciary responsibility to work in your best interest.
Morrow supports your financial life beyond just investments. We offer guidance in areas such as budgeting, debt management, life and health insurance policies, and setting retirement goals.
Our model is built to support your best interests. As a result, we don't manage assets, sell financial products, or affiliate with outside investment firms or retirement plan providers.
If it has to do with money, we cover it. We can review and discuss your retirement plans, insurance policies, healthcare, estate planning, college savings plans, and so much more.
Morrow provides 1:1 access to a CERTIFIED FINANCIAL PLANNER™ to help you build a comprehensive financial plan. Morrow Navigators have a fiduciary responsibility when providing financial and retirement planning. This means the Navigator must act in your best interest, including:
Placing your interests above the interests of the Navigator and Morrow;
Avoiding conflicts of interest, or fully disclosing material conflicts of interest to you, obtaining your informed consent, and properly managing the conflict; and
Acting without regard to the financial or other interests of the Navigator, Morrow, or any individual or entity other than you, which means that a Navigator acting under a conflict of interest continues to have a duty to act in your best interests and place your interests above the Navigator’s.
Each employee is eligible for a single Morrow account, which can be used to guide financial planning for a spouse or family if finances are consolidated. If a spouse or partner manages their finances separately from the employee, that requires a separate account.
Yes, you will be paired with a single Navigator who can support you better by knowing your context.
No. Morrow does not sell any financial products. However, having the right financial products in place is a key part of your overall financial wellness. The Navigator team at Morrow is prepared to review any and all financial product questions that you may have.
If we discover areas that can be solved with products, your Navigator will work with you to understand those options and provide a list of recommended providers.