In your search for a financial planner, we recommend looking at firms who are Registered Investment Advisors (RIA’s). These firms are required by the Securities and Exchange Commission (SEC) to uphold the fiduciary standard. This means they must operate in your best interest. As one of Charleston’s oldest and largest Independent RIA’s our focus has always been – and always will be – on doing what is in our client’s best interest.
Morris Financial Concepts, Inc., is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Morris Financial Concepts including our investment strategies, fees and objectives can be found in our ADV Part 2 on our Policies Page