Wellness Journey with a Charleston Financial Planner
By Kyra Hollowell Morris, Certified Financial Planner & Founder Our Morris Financial Concepts team is always looking for ways...
Read MoreMeet Morris Financial Concepts
Financial success isn’t just about accumulating wealth. Our inclusive approach takes a look at the whole picture, from financial goals to life aspirations. We want to help you focus on what is truly important.
Financial advisors at Morris Financial Concepts are passionate about providing our clients with unyielding advocacy and academically-proven strategies to help you realize your life goals. Your happy and healthy life depends on understanding your financial resources, however, this is just one piece of the bigger puzzle. Our financial planning process coordinates your life goals, personal values, and financial resources. Our goal is to craft a financial journey personalized for you.
Our Values
Though our team comes from diverse backgrounds, at Morris Financial Concepts we are united in our values. These core values keep us dedicated to serving you.
Profound Impact
Our number one priority is the financial health and well-being of our clients. We want you to achieve your financial and life goals, while living a fulfilled life. We want your journey to be as enriched as the results. Our goal is to help you navigate your journey while keeping a steadfast eye on the finish line. We want to come alongside of you to help you navigate your journey.
Unyielding Integrity
Honesty, transparency, trust, and dependability are inherent in any good relationship. Our team operates with the highest levels of integrity in order to build and maintain long-lasting, meaningful relationships. We are deeply committed to the Fiduciary standard, putting our client's interest above our own.
Eminence
We are on a never-ending quest for knowledge, growth, and improvement in order to be premier providers of financial services. We are dedicated to ongoing education and research. We employ our industry’s best practices, and find ways to improve them. We hold ourselves to a higher standard.
Sharing Wisdom
We recognize that open communication is important both internally and externally. Our team consistently shares vital information with clients and we happily provide more enlightening knowledge that makes our processes more transparent. We remember, document, and communicate important details among ourselves.
Positive Mindset
Success begins with a positive mindset. Every day, we strive to inspire others with the motivating energy that we bring to the firm. Our team tries new things, celebrates each other’s and our clients’ wins, and enjoys spending time together. Although we recognize that there a periods of tough times, we maintain a friendly outlook, encourage one another, and seek out the silver lining.
Courageous Discernment
It is a mark of character to do the right thing, even when it takes some audacity. We follow existing processes, but challenge and improve them with innovative solutions when necessary. This principle of courageous discernment factors strongly into what we do on a day to day basis, and also helps define us as a unique financial firm.
Get started on your journey to financial freedom.
Let's GoIn the Know
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Five Rules to Improve Your Financial Health
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Do I Need a Wealth Manager?
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The October Effect
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Morris Financial Concepts Launches New Website
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Meet The Team: Nick Bogart, Summer Intern
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The Secret Password
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Of quartz she rocks! Meet Alisson Grove, the newest member of the MFC team. Alisson recently graduated from East Carolina...
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Tax Document Checklist
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Read MoreCFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.