Financial Wellness
Being “financially well” means that you are able to manage day-to-day expenses, save for long-term goals, and feel financially...
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.
At Morris Financial, we 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.
Steadfast Advocacy
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. With unyielding commitment to you, we strive for our advice to be in your best interest. We want to help you navigate your journey while keeping a steadfast eye on the finish line.
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.
Academically Driven
We are on a never-ending quest for knowledge, growth, and improvement. We are dedicated to ongoing education and research. We discover industry wide best practices, then test those practices and find ways to improve them. Read more on growth and education (Advantage - Certifications Page)
Engaged Teamwork
We are firm believers in the motto “Teamwork makes the dream work!” Along with your dedicated Advisor, you will have a diverse team of skilled professionals working on your behalf. We are proud of our carefully curated team of creative, engaged minds. Your success is the team’s success.
Get started on your journey to financial freedom.
Let's GoIn the Know
Do I Need a Wealth Manager?
If you have done any investigating in the realm of services offered by top-tier financial advisors, then you are...
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What it Means to Have a Financial War Chest
We normally don’t think of our savings account as a war chest, but as you approach retirement it might...
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Saving for your Children or Grandchildren’s Education
With tuition prices continuously on the rise, saving for your children’s or grandchildren’s education can seem like an insurmountable...
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How Retirees Can Use Bond Ladders to Their Advantage
There comes a time for many of us when we choose to focus less on our work and more...
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Safe Spending in Retirement
Determining exactly how much money you will need in your retirement years is no simple feat. No one wants...
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A Guide to Safe Withdrawal Rates When Approaching Retirement
A common topic of conversation amongst middle-aged Americans or those quickly approaching retirement age is the topic of income...
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Everything You Need to Know About Qualified Business Income Deductions
With the Tax Cuts and Job Act brought into action just last year, businesses and citizens everywhere are still...
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Defining Qualified Charitable Distributions (QCDs) and How they Work
A qualified charitable distribution (QCD) is a distribution from an Individual Retirement Account (IRA)owned by an individual who is...
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Choosing the Right Financial Advisor
The role of a financial advisor is to help you strategically manage your wealth over a period of time....
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New Year, New Bank Account: How to Save Money in the New Year
As the end of January rolls around, the reality of your New Year’s resolutions are likely kicking in. While...
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Top Financial Habits to Pass Along to your Kids
As parents, we only want the best for our children. We tend to serve not only as their chauffeurs...
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The Path to Early Retirement for Physicians
The weight of retirement can often be overwhelming. Beyond the financial aspects of retiring, the physicians we have spoken...
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Meet The Team: Savannah Cooper
Name: Savannah Cooper Job Title: Associate Financial Planner When did you start working for MFC? September 2018 On an...
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The October Effect
What is going on in the markets? The 3rd quarter of 2018 ended as the best quarter on the...
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Winning the Lottery (and other daydreams)
You Won the Lottery! Now what? Private islands. A fleet of yachts. Dream cars. The recent $1.5 billion Mega...
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The New Kiddie Tax/ No Kiddie Tax Rule
Historically, parents have moved investments under their children’s names to reduce the taxes on investment income, up to a...
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Hacking Halloween: Budget Tips for the Holidays
As the days start to get shorter and the weather threatens to cool off, we creep closer and closer...
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Morris Financial Concepts Launches New Website
As part of the second phase of our rebranding efforts, we are excited to announce the launch of Morris...
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Doing Well and Doing Good?
Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can...
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Taxes Matter – Highlights of 2018 Tax Changes
Taxes matter. Whether or not we agree the Tax Cuts and Jobs Act passed on December 22, 2017 is good for...
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Major US Stock Indexes Drop: What Does It All Mean?
Snap! Thus ended the S&P 500’s longest streak in history without a pullback of at least 3 percent. The...
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Education Funding – New Application for 529 Plans
No longer limited to college funding, 529 plans can now be applied for private elementary and secondary education. While...
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MFC Refreshes Its Look – 2018 Brand Update
We are excited to unveil Morris Financial Concepts’ updated brand identity. After careful consideration, we have developed a logo...
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Education Funding Part 2: Prepaid 529 Tuition Plans
As we recently discussed, not all 529 education plans are the same. Another aspect of 529 plans are prepaid...
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Meet the Team: Will Thomas
Meet Will, the other half of the Summer Intern Duo! Will works with our other great MFC duo, the...
Read MoreMeet The Team: Nick Bogart
Meet Nick, one half of our 2018 Summer Intern Duo! Nick has already proven to be a worthy (and...
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Navigating the Digital Frontier: Identity Protection Services
After last month’s post on password security, we received great questions regarding identity security concerns. Since there is a...
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Keep Cool, and Your Cold Hard Cash in Your Wallet This Summer
After what seemed like an unseasonably cool spring, many of us are longing for the familiar Charleston heat and...
Read MoreThe Secret Password
Do your passwords pass the test? Now, more than ever, cybersecurity is essential as more and more of our...
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Meet The Team: Alisson Grove
Of quartz she rocks! Meet Alisson Grove, the newest member of the MFC team. Alisson recently graduated from East Carolina...
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Meet the Team: Jessie Haggerty
Meet Jessie, our Marketing & Business Development Administrator. Jessie came on board during the big move and hit the...
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Tax Document Check List
Do you have everything you need for this tax season? Don’t fret! We’ve created this handy tax document checklist...
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Major US Stock Indexes Drop: Wait for it (Part 2)
By Kyra H. Morris, CFP® “The stock market didn’t get tested – you did,” the title of an article...
Read MoreWe need to plan for transportation density now
Transportation in the Charleston area is an issue that needs to be dealt with by the community as...
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What’s going on post-Brexit and what it means
Photographer Bill Hawker of Sydney, Australia, captured this shot outside the Tower of London around the time of the...
Read MoreOne Region targets infrastructure, education, housing
By Kyra Morris, contributing editor | The Charleston area is our home. This area includes Charleston County, Berkeley County...
Read MoreBrexit Causes Uneasy Time in Global Markets but Don’t Panic!
History is made! May we live in interesting times – for sure! The citizens of Great Britain surprised the financial...
Read MoreFuture Bright for Volvo, Charleston
In May of 2015, Volvo chose South Carolina to build its first plant in North America. Volvo will build...
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Let’s Talk Politics and the Markets
By Kyra Morris, contributing editor | This is an election year, and often we hear that election years are...
Read MoreTeck’s Theme: Coming Together
By Kyra Morris, contributing editor | “Coming Together” is the theme of Charleston’s newly-elected mayor, John Tecklenburg. Charleston does...
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Advice On Financial New Year Resolutions
“Be always at war with your vices, at peace with your neighbors, and let each New Year find you...
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Have a financially-savvy holiday season
By Kyra Morris, contributing editor | As our bellies are now full from a wonderful Thanksgiving meal, it’s now...
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The Blood Supermoon: Astronomical Phenomenon or Apocalypse?
By Kyra Morris, contributing editor 9/28/2015 | As USA Today put it, “It almost sounds like something from a...
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Don’t Panic About Market Fluctuations
August 31st | Ten days ago on Augst 21, the DOW fell more than 500 points. Then on Monday,...
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Our World Trade Center Is Making A Difference
July 27th | Our world is a global world. Our markets are global markets. Economic viability depends on our...
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Charleston Is Part Of A Global Community
July 13th | My husband and I traveled all over Australia last month. At the beginning of June, only...
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The Hidden Jewel That’s No Longer Hidden
06/01/2015 | The nature of Charleston’s hidden jewel qualities is like a cell tower sending out signals to the...
Read MoreBridge Run Is More Than A Race
The 30,000 participants and thousands of spectators celebrated the 37th Cooper River Bridge Run on March 28. Charleston’s local...
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.