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
CFP® 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.