Morris Financial Concepts is a Charleston-based financial planning firm that assists clients in 29 states with their personal financial goals. While the majority of our clients are located in the Southeast – typically South Carolina and the nearby states of Virginia, Georgia, North Carolina, and Florida – we have a healthy clientele base in states as far away as California and Washington.
Every person’s path to financial success is different. Because there is no one-size-fits-all solution for financial freedom and wellbeing, Morris Financial Concepts uses a holistic approach with our clients. We look at your complete financial profile and apply a comprehensive set of services to target your individual financial goals, taking into account everything from your current personal education savings objectives to your legacy planning ambitions in the decades to come.
No matter where you are located, we invite you to explore our financial services.
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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.